Client Secretary

Nigel Wright Group

Posted 7 days ago, valid for 12 days

Newcastle Upon Tyne, Northumberland NE19 2BG, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Nigel Wright is seeking a Client Secretary for a well-established Accountancy Practice located west of the city.
The role requires previous experience in supporting an SME Accountancy practice and offers part-time hours.
Key responsibilities include reception duties, client onboarding, preparing tax return cover letters, and managing bank audit letters.
Candidates should possess excellent communication and organizational skills, along with proficiency in MS Office, particularly Word and Excel.
The position requires at least 2 years of relevant experience, with a salary range of £25,000 to £30,000 per annum.

The RoleNigel 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.Will consider part-time hours.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 PersonSkills/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 stepsPlease contact jo.platt@nigelwright for further details.

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