Client Onboarding & Admin Specialist (Accountancy)

Streets; Stevenage; On-site; GBP 21,000 - 27,000; Full time

Benefits offered by this job

20 days annual leave

Workplace pension

Employee benefits scheme

Life assurance

EAP

Job summary

Streets is a modern accountancy practice seeking a capable administrator to support our Stevenage office. The role involves setting up new clients, handling AML checks, producing client correspondence, and generating reports from our accounting software.

You will work closely with Partners and Managers, assist with reception duties, and ensure client information is accurate and processed efficiently. A strong eye for detail and excellent communication are essential.

Qualifications

• Solid administrative experience across a variety of tasks, systems, processes, and teams.
• Ability to deliver tasks on time, confidently and proficiently.
• Proficiency with Microsoft Office: Word, Excel and Teams; experience of Xero is desirable.
• Proven ability to work closely with Partners and Managers, delivering quality administrative output.
• Excellent communication skills for client interactions and information flow.
• Ability to multi-task and adapt to different client requirements.

Responsibilities

• Setting up new clients on all systems including HMRC.
• Processing anti-money laundering requirements.
• Creating correspondence to clients.
• Generating reports from our accounting software.
• Supporting reception, meeting and greeting clients.
• Speaking with clients by phone to ensure information for payments.

Skills

Administrative experience

Organisational skills

Microsoft Office (Word/Excel/Teams)

Xero knowledge

Communication skills

Adaptability

Tools

Microsoft Office

Xero

Job description

Streets is a modern accountancy practice seeking a capable administrator to support our Stevenage office. The role involves setting up new clients, handling AML checks, producing client correspondence, and generating reports from our accounting software.

You will work closely with Partners and Managers, assist with reception duties, and ensure client information is accurate and processed efficiently. A strong eye for detail and excellent communication are essential.