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Secretary/Administrator - leading City consultants.

Date: 11 May 2021
Sector: PA / SECRETARIAL
Type: Permanent
Location: London
Salary: £24000 - 28000 per annum
Email: brian@taylorjamesresourcing.com
Ref: BT889

Secretary/Administrator to £28,000

This leading consultants, accountants and business advisors has an exceptionally friendly and team oriented atmosphere and is continuing to grow. They are now looking for an experienced PA Administrator for one of their friendliest divisions.

This will be an exceptionally varied role working with a diverse and interesting range of clients. This would be an ideal opportunity for a candidate with PA or secretarial experience within a smaller organisation or outside of the City to really develop their career.

Duties will include :-

Assist the Administration Manager to provide administrative support to the team, including updating Practice Engine (PE), creating interim bills, staff reports, helping with projects such as organising training sessions and booking performance review meetings.

Manage the Admin Inbox, dealing with all tasks such as creation of bank letters, setting up and adding people to workspaces, account amends, formatting documents, dealing with incoming post and other ad-hoc queries.

Keep tracking logs updated such as the Client list, Billing spreadsheet, Accounts Log and Staff in Office spreadsheet.

Assist in the completion of workflow tasks including, completing Land Registry searches, rolling forward accounts, rolling forward Pro-audit files.

Ensure that all work undertaken is produced within agreed timescales, escalating to the Administration Manager where necessary.

Produce, format and amend word accounts and management reports, which include financial statements, in a timely manner, within agreed timescales, following in house formatting style, escalating to the Administration Manager where necessary.

Support all members of the team and provide admin assistance as necessary.

Deal with any ad hoc reporting, as required.

Assist with administration projects, as required by the Administration Manager.

Assist the Administration Manager in the timely production of any marketing related material.

Liaise with the Administration Manager to ensure that amendments are made to the staff and client databases within agreed timescales.

Assist the Administration Manager in the management of tenders for new work and ensure progress is updated regularly.

Ensure client files are kept up-to-date and filing is done on a regular basis and files are archived.

Assist in the creation of interim bills on a weekly basis.

Work with the Administration Manager to ensure team members’ diaries are kept up to date at all times.

Ensure stationery supplies are appropriately stocked at all times.

Produce documents from audio or handwritten notes in the style and layout required by the author or as required to meet the firm’s standards.

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