About Shorts
Shorts was founded in Chesterfield in 1890 and we have been on an exciting journey of growth and development ever since. This has included our expansion into South Yorkshire, growth in team numbers to >130, and the development of additional core services. We now sit proudly amongst the region’s leading independent firms.
We are of course, very proud of our local heritage, though we now also work with a growing number of national and international businesses and individuals, following advancements in technology and our membership of the Praxity Global Alliance.
We’ve worked hard to create an environment where our teams feel supported, developed, and happy in their careers, providing a blend of interesting and challenging work with the time and space for our team to contribute their own ideas. Our policies have a clear focus on fairness, inclusivity, and a drive for continuous improvement.
We’ve been on a journey of growth and development – but we’re not finished yet. We hope that our founder, Samuel Short would be proud of the Shorts of today. – A growing firm with ambition and enthusiasm for providing excellent client service, supported by a team of professionals who thrive on the buzz of delighting their clients.
About The Role
This is an exciting opportunity for a Senior Administrator to join our growing and dynamic Private Client team at Shorts. We are looking for an enthusiastic and experienced Senior Administrator to take a lead role in coordinating administrative support across the team, supporting the Partners and Directors, and contributing to the overall success of the department. This role is ideal for someone who enjoys working in a fast-paced professional environment and is highly organised, proactive, and detail-focused.
Team & Process Coordination
•Oversee and coordinate administrative systems and processes within the Private Client team.
•Act as a key point of support for administrative team members, providing guidance and sharing best practices.
•Assist in ad hoc project work as directed by the Partner or Directors. Partner & Team Support
•Provide day-to-day administrative assistance to Private Client Partners, Directors, and wider team •Assist with preparing Letters of Engagement and other client onboarding documentation.
•Support inbox and diary management for the Partners where required.
•Arrange meetings, take minutes, and coordinate travel or event arrangements.
Client-Facing Administration
•Prepare agendas, letters, and professional documentation in various formats.
•Collate research and prepare information packs for client meetings and introductions.
•Assist in estate administration tasks, including initial letters to third parties, data gathering, and maintaining estate spreadsheets.
Systems & Record Management
•Maintain accurate digital and hard copy filing systems.
•Update client records in job and time management software, including data maintenance, duplicate checks, and write-off requests.
•Maintain tracking spreadsheets for trusts, wills, LPAs, and other client-related information.
•Ensure timely recording and follow-up of action points and business development opportunities.
General Administration
• Assist with organising refreshments and setting up meeting rooms when needed.
• Provide support to other teams as required and assist with cross-department queries.
• Undertake any additional ad hoc administrative duties to support the effective running of the Private Client department.
Skills & Experience
• Accuracy and attention to detail
• Professional and organised approach to work
• Effective time management with the ability to prioritise and manage workload to meet deadlines • Self-motivated and ability to work on own initiative as well as part of a team
• Good written and verbal communication skills
• Excellent interpersonal skills
• High level of proficiency with Microsoft Office (Word, Excel, Outlook).
• A flexible and proactive approach
Experience:
• A minimum of 2 years' experience in a similar administrative role, ideally within a professional services environment
Qualifications:
• GCSE Maths at grade C (or equivalent) or above
Our Perks
Those who work for Shorts, can expect all the stuff you would normally expect from a really progressive form, and lots more besides
* Core hours policy (7.5 hours per day, working between 08:00 and 18:00).
* The ability to take up to two hours for lunch.
* Overtime (we hardly work any!) to be taken back as TOIL.
* Holidays start at 25 days or pro-rata equivalent.
* Extra 1 day holiday after 5 years’ service and thereafter to a maximum extra 5 days.
* Ability to buy up to five days holiday or pro-rata equivalent.
* Enhanced maternity/paternity/adoption leave.
* A fair and sympathetic sickness policy.
* Access to Mental Health First Aiders with ongoing associated support.
* Employee assistance program for counselling services, medical support, and perks through PAYCARE
If you have any questions then don't hesitate to contact our Talent Acquisition Manager, Laura Collins, via LinkedIn.
You can check out our Private Team here: Private Client Services | Shorts Accountants