TPF Recruitment is proud to support a thriving and expanding accountancy firm in Canterbury, who are looking for a highly organised and proactive Personal Assistant and Team Coordinator. This is a key role, providing essential support to multiple Partners and their teams, ensuring smooth day-to-day operations and excellent client service.
The Role
You will be reporting to several Partners, offering a mix of executive-level support and team coordination. You will play a vital role in keeping business operations running efficiently while helping to maintain strong client relationships.
Your responsibilities will include:
Administrative Support
1. Provide high-level assistance to Partners
2. Organise meetings, both virtual and in person, ensuring all materials such as agendas and minutes are prepared and circulated
3. Follow up on agreed action points from meetings
4. Assist with Partner timesheets, mileage claims and expense submissions
5. Raise invoices and credit notes as needed
Client Management
6. Act as the first point of contact for clients, managing calls and emails professionally and efficiently
7. Redirect enquiries to the relevant team members and ensure timely responses
8. Support the onboarding of new clients and ensure all procedures are completed accurately
9. Maintain and update internal records, systems and documentation
Team Coordination
10. Support communication between Partners and their teams
11. Monitor deadlines and ensure progress is on track for key projects
12. Help create and maintain an organised, professional and efficient working environment