Accountancy Services Administrator — Growth Path

Reed; Ferndown; On-site; GBP 26,000 - 28,000; Full time

Job summary

REED Recruitment are working with a professional services client near Ferndown to recruit an Administrator to join the accountancy services team. You will provide comprehensive administration support and cover for colleagues as required, with opportunities to progress.

The role is based in Ferndown, full-time, 9am–5pm, with a salary of £26,000 to £28,000 per annum. You will handle calls, documentation, client records, and workflow across the division.

Qualifications

• Experience in administration within a professional services environment.
• Proficient with MS Office and related software.
• Ability to maintain accurate client records and documents.

Responsibilities

• Answer external telephone calls and take messages as required.
• Check answer machine messages and distribute them appropriately.
• Record, scan, and distribute post to the relevant teams.
• Provide reception cover in Ferndown when needed.
• Prepare draft proposals for clients and ensure terms are included and up to date.
• Understand workflow across the accountancy services division.
• Maintain knowledge of software platforms used by the division.
• Assist with new client take-ons in line with company procedures and AML rules.
• Maintain and update client details on IRIS, Karbon, and PI databases.
• Monitor Karbon to ensure consistency across platforms.
• Scan and upload client records to the client portal.
• Liaise with clients to prepare and submit confirmation statements.
• Provide support to other Administrators as required.

Skills

Telephone handling

Record keeping

Multi-tasking

Attention to detail

Tools

IRIS

Karbon

PI database

Job description

REED Recruitment are working with a professional services client near Ferndown to recruit an Administrator to join the accountancy services team. You will provide comprehensive administration support and cover for colleagues as required, with opportunities to progress.

The role is based in Ferndown, full-time, 9am–5pm, with a salary of £26,000 to £28,000 per annum. You will handle calls, documentation, client records, and workflow across the division.