Job Description
Accountancy Secretary
Our client, an accountancy practice based in NW11, is seeking an experienced Accountancy Secretary to provide high-level administrative and secretarial support to partners and the wider team. Previous secretarial experience within an accountancy practice is essential.
Key Responsibilities
Partner and client support
* Managing partners portfolios and ensuring deadlines are met
* Supporting the client onboarding process including letters of engagement, AML checks and collecting required documentation
* Diary management for partners, arranging meetings and coordinating schedules
* Chasing clients for records and sending reminders for accounts, corporation tax and other filing deadlines
Company secretarial duties
* Preparing and filing confirmation statements
* Processing director appointments and resignations
* Drafting minutes and issuing share certificates
* Maintaining accurate company secretarial records
Practice administration
1. Maintaining workflow sheets for designated partners
2. Monthly and quarterly billing, raising invoices and following up on outstanding payments
3. General secretarial duties including document preparation, formatting and filing