Admin Assistant (Accountancy)

Role purpose To provide reliable, proactive and professional administrative support to the firm and its clients. You will be the first person clients speak to on the phone and the first person they see when they arrive, as well as the person who keeps our correspondence, onboarding and client records moving without needing to be chased. Key responsibilities Front of house and client contact Answer incoming calls, handle routine enquiries directly and pass technical or advice-related questions to the appropriate member of staff. Welcome clients and visitors arriving for meetings, show them to the meeting room, offer refreshments and let the relevant member of staff know they have arrived. Keep meeting rooms and reception areas tidy and ready for use. Mailbox, post and correspondence Manage the shared admin mailbox, answering what you are able to answer yourself and forwarding everything else to the right member of staff promptly. Open and sort incoming post and pass it to the relevant member of staff. Prepare and send letters, emails and forms on behalf of the team as requested, including scanning and electronic filing. Client onboarding and compliance Set up new client records and gather the initial information and identification documents needed to open a file. Issue letters of engagement and other onboarding documents, and chase anything outstanding. Carry out the firm''s identity and anti-money laundering (AML) checks for new clients, and keep AML records up to date ..... full job details .....