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Team Secretary for firm of Chartered Accountants

Posted 13 April by Recruit a mum Ended


Please insert a brief description of the role, who they will be supporting, size of the team etc. Small team 8 in total 9 with this person


  • Iris Practise Management software. All correspondence is through practise management to client folders
  • Time and Fees on Iris monthly reports debtors and work in progress
  • Standard letters saving.
  • Reception meet and greet clients
  • Ordering of stationery supplies
  • Kitchen supplies & tidying
  • Liaising with handymen, plumbers, electricians etc.
  • Diary Management for the team
  • Co-ordination of conference calls
  • Co-ordination of meetings
  • Liaising with support staff at record companies and other organisations
  • Type, format, proofread and correct grammar of correspondence to ensure presentation and content is at the required standard
  • Monthly expenses
  • General office administration including filing



  • 2-3 years’ experience in a similar role
  • Worked with Iris
  • Diary management
  • Dealing with confidential information


  • Proficient in Iris, Outlook, Word, Excel, PowerPoint, and Internet
  • Excellent knowledge of written English.


  • Attention to detail is vital with an ability to draft own correspondence
  • Organisational skills
  • Able to work on own initiative and able to resolve issues without close supervision
  • Ability to work under pressure and to deadlines

The ideal candidate MUST have experience working for an Accountancy firm

Required skills

  • Diary Management
  • IRIS
  • Secretarial Support
  • Travel Arrangements
  • PA

Reference: 34898609

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