Accountancy Practice Administrator

Cameron Clarke Associates; Westerham; On-site; GBP 26,000 - 30,000; Full time

Benefits offered by this job

28 days holiday

Early finish on Fridays

Bank holidays included

Job summary

Cameron Clarke Associates in Westerham, Kent, is seeking an Accountancy Practice Administrator to provide reliable front‑line support to clients and colleagues. This permanent, office‑based role suits an organised, proactive person who thrives on keeping processes running smoothly.

You will answer calls, welcome visitors, manage correspondence and client records, handle onboarding and AML checks, and support invoicing and CRM tasks in a professional firm with a strong local reputation.

Qualifications

• At least one to two years of administrative experience.
• Warm and professional with clients, both on the phone and face to face.
• Organised and accurate, able to manage several priorities at once with limited day‑to‑day supervision.
• Proactive about chasing outstanding information and completing routine tasks.
• Comfortable learning new software and adapting to changes in how the firm works.
• Discreet and dependable when handling confidential client and firm information.
• Able to resolve straightforward administrative queries independently, and knows when to ask for help or elevate.
• Confident with Microsoft Outlook, Word and Excel.
• Experience gained in an accountancy practice, law firm or other professional services environment.
• Client onboarding or AML administration experience.
• Experience of practice management or CRM software.

Responsibilities

• Answer incoming calls and pass technical questions to staff.
• Welcome clients and visitors and assist with meetings.
• Keep meeting rooms and reception areas tidy and ready for use.
• Manage the shared admin mailbox and forward inquiries promptly.
• Open and sort incoming post and pass to relevant staff.
• Prepare and send letters, emails and forms, including scanning and filing.
• Set up new client records and gather initial information and documents.
• Issue letters of engagement and onboarding documents, and chase outstanding items.
• Carry out identity and AML checks for new clients and maintain AML records.
• Process client clearance requests.
• Raise sales invoices as instructed by management.
• Maintain client details in CRM and practice management software.
• Monitor tasks and chase for missing information, flag overdue items.
• Handle information securely per data protection policies.

Skills

Client communication

Organisation

Multitasking

Proactive follow-up

Discretion

Problem solving

Proactive attitude

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM software

Practice management software

Job description

Accountancy Practice Administrator | Westerham, Kent | Full Time | £25,500 - £30,000 per annum

Are you an organised, proactive administrator who enjoys working with clients and keeping things running smoothly?

Based in Westerham, our client is a well‑established accounting practice with a strong reputation for providing high‑quality accounting and financial services to individuals and businesses across the UK. Since starting as a small practice, the firm has grown into a trusted and respected business, recognised for its personal approach, professional expertise and commitment to delivering excellent service to its clients.

The Role

To provide reliable, proactive and professional administrative support to the firm and its clients. You will be the first person clients speak to on the phone and the first person they see when they arrive, as well as the person who keeps our correspondence, onboarding and client records moving without needing to be chased.

This is a permanent, office‑based role, working Monday to Thursday, 9.00am–5.00pm and Friday, 9.00am–4.00pm. Own transport is recommended.

Key Responsibilities

• Answer incoming calls, handle routine enquiries directly and pass technical or advice‑related questions to the appropriate member of staff
• Welcome clients and visitors arriving for meetings, show them to the meeting room, offer refreshments and let the relevant member of staff know they have arrived
• Keep meeting rooms and reception areas tidy and ready for use
• Manage the shared admin mailbox, answering what you can answer yourself and forwarding everything else to the right member of staff promptly
• Open and sort incoming post and pass it to the relevant member of staff
• Prepare and send letters, emails and forms on behalf of the team as requested, including scanning and electronic filing
• Set up new client records and gather the initial information and identification documents needed to open a file
• Issue letters of engagement and other onboarding documents, and chase anything outstanding
• Carry out the firm’s identity and anti‑money laundering (AML) checks for new clients, and keep AML records up to date for existing ones
• Process incoming and outgoing professional clearance requests
• Raise sales invoices from instructions approved by the relevant manager or director
• Keep client details, contact information, notes and file actions accurate and up to date in our CRM and practice management software
• Monitor the tasks and outstanding actions allocated to you, chase clients or colleagues for missing information, and flag anything overdue or unusual to your manager
• Handle client and firm information securely and in line with the firm's data protection, information security and record retention policies

Requirements

• At least one to two years of administrative experience
• Warm and professional with clients, both on the phone and face to face
• Organised and accurate, able to manage several priorities at once with limited day‑to‑day supervision
• Proactive about chasing outstanding information and seeing routine tasks through to completion rather than waiting to be asked
• Comfortable learning new software and adapting to changes in how the firm works
• Discreet and dependable when handling confidential client and firm information
• Able to resolve straightforward administrative queries independently, and knows when to ask for help or elevate
• Confident with Microsoft Outlook, Word and Excel
• Experience gained in an accountancy practice, law firm or other professional services environment
• Client onboarding or AML administration experience
• Experience of practice management or CRM software

What’s In It For You

• 28 days holiday a year, including bank holidays
• The office closes between Christmas and New Year, and this is on top of your holiday entitlement
• Early finish every Friday at 4.00 pm