Secretary to Partner

Sprint Networking ,
London, Greater London
Job Type: Full-time
Salary: £30,000 per annum

Overview

An experienced Secretary is required to support a Partner at this established Accountancy firm. Requirements: Immaculate attention to detail Discretion Self-motivated Excellent interpersonal and supervisory skills. Friendly and professional demeanour Able to work to tight deadlines as part of a team and also unsupervised Confident using Microsoft Office Have a genuine interest in understanding your clients’ businesses with the drive to deliver exceptional client service Experience using IRIS and Virtual Cabinet would be beneficial, but not necessary as full training will be given Software used: IRIS CCH Sage Virtual Cabinet VT Transaction QuickBooks Xero Main duties and responsibilities: Answering and redirecting calls and taking messages. Upkeep of telephone system using software programme Managing diaries and making appointments Drafting various letters, emails Typing of covering letters & invoices in respect of accounts and tax returns, dividends etc Audio typing Saving of Partners emails Monitor and maintain consumables Scanning and saving of documents as and when required Sending signed documents to clients via email/VC Register and deregister clients on IRIS. Maintenance of IRIS database for new and existing clients Preparation of letters of engagement Dealing with chasing clients on various services as and when required Dealing with Qdos/Vantage fee protection insurance Dealing with IRIS billing Updating staff and car park schedules and phones list. Booking car parking for clients Greeting visitors and providing refreshments. Dealing with visitor’s queries Keeping visitors seating area/boardrooms tidy, including removing used glasses/cups, rearranging magazines and brochures and replenishing brochures, stationary etc. Handling all incoming couriers and booking couriers Organising lunches for Partners & clients meeting Due diligence paper filing Returning client documents/paperwork as and when required. Taking credit card payments Correspondence filing as and when required Dealing with partner’s post and redirection of post. Collecting underpaid post from post office. Dealing with franking machine post. Sending out seasonal and birthday cards for clients and staff as and when required Ensure professional standards are met. Develop professional relationships with clients and staff within the firm. Actively manage your self-development and continuing professional education. Ensure IRIS Practice Management and Virtual Cabinet (VC) is kept up to date in respect of all your assignments. Undertaking any ad/hoc admin duties as required, providing support to partners/accounts staff. Benefits: Healthcare scheme Holiday & sickness bonus scheme Regular CPD courses for audit, accounts, tax and other specialist courses