Client Secretary

Posted 9 April by Nigel Wright Group
Easy Apply
Competitive salary
Newcastle Upon Tyne , Tyne And Wear
Permanent, full-time

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Posted by Nigel Wright Group
The Role

Nigel Wright are supporting a well renowned and established Accountancy Practice, located to the west of the city.  The Client Secretary role is an integral part of business and we are looking for a candidate who has previous experience of supporting a SME Accountancy practice.

Duties:
  • Reception duties including answering telephones and taking care of clients/visitors
  • Monitoring database and updating as and when required
  • New Client/Ex client - Preparation of New Client set up sheets and on-boarding monitoring of clients.
  • Tax Returns - Preparing cover letters for Directors returns
  • Bank Audit Letters - request and monitor bank letters for audit purposes prior to year-end.  
  • Monitor spreadsheet and portal.
  • Accounts - Prepare cover letters for accounts going out for signature using Accsend, Email or post
  • PAYE - Download reports for all payroll clients and send on monthly basis via email or Accsend
  • Direct Debit update letters
  • Fee Protection Insurance
  • Contractors/building - Dealing with contractors – preparing yearly checks etc.
  • Archiving - Electronic and manual to off-site storage.  Necessary records.
  • Stationery - Check stock and order stationery monthly/printed stationery
  • Post - log in and out – distribute to relevant staff.
  • General Support to qualified staff.


The Person

Skills/Attributes:
  • Previous experience of working with an Accountancy practice
  • Excellent communication and organisational skills
  • Ability to prioritise workload
  • Excellent MS Office skills including Word and Excel.

Next steps

Please contact jo.platt@nigelwright for further details.

Reference: 52408532

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