Client-Facing Accountancy Practice Admin

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

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.