Your new company

Your new role

In this role, duties and responsibilities will include:

• Act as the first point of contact for clients, delivering a friendly and professional welcome both in person and over the phone.
• Maintain a clean, organised, and professional office environment
• Carry out regular health and safety checks to ensure a safe workplace
• Manage the team inbox, ensuring all queries and tasks are handled promptly.
• Provide general administrative support for client-facing activities
• Handle incoming calls efficiently and professionally
• Chase clients for books and records to meet deadlines
• Scan, file, and maintain documents within CCH and internal systems.
• Support onboarding of new clients, ensuring compliance and practice standards are met
• Finalise and distribute accounts and personal tax packs for client approval
• Assist with credit control queries and debtor management
• Process invoices, write-offs, and WIP adjustments
• Apply for HMRC and Companies House authentication codes
• Manage client payments over the phone and allocate disbursements
• Reconcile petty cash and process cheque payments
• Schedule client appointments and manage documentation returns
• Maintain IT equipment inventory and records
• Order and manage office supplies and stationery stock
• Ensure client data and practice systems are accurate and up to date
• Act as a key contact within the office for regional and business-wide projects
• Collaborate with other offices to help standardise processes and procedures

What you'll need to succeed

You will be an experienced administrator who thrives in a professional environment. Ideally, you will have experience in a professional services organisation and will have experience dealing with internal and external stakeholders. You will enjoy working as part of a team and will pride yourself on providing a first-class service.

What you'll get in return

You will get the opportunity to work within a well-established business and part of a team/office of around 20 situated in Birkenhead. You will work full-time on site 5 days a week – Monday to Friday 9AM-5:30PM. The role is initially for 3-6 months and requires an immediate start. You will be paid £16.09-£18.89 dependent on experience. This is an excellent opportunity.

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.