Professional Services Administrator | Client Ops & Billing

Monahans, Part of the Sumer Group; Swindon; On-site; GBP 22,000 - 28,000; Full time

Job summary

Monahans is a leading accountancy and business advisory firm providing expert support to clients across sectors, committed to professional excellence and inclusive workplace culture. An Administration role supports Partners, Directors and teams, ensuring accurate work and timely delivery, with a focus on confidentiality and client service.

The successful candidate will manage documents and records, act as first point of contact in Swindon, and help coordinate meetings and processes, contributing

Qualifications

• Previous experience in an Office Administrator, Team Administrator, Secretary, or Business Support role.
• Experience working within a professional services environment (e.g. accountancy, legal, financial services, consultancy, or similar).
• Excellent organisational and time management skills with the ability to manage multiple priorities and competing deadlines.
• Strong attention to detail and a high level of accuracy.
• Excellent written and verbal communication skills.
• Professional and client-focused approach with strong interpersonal skills.
• Strong IT skills, including Microsoft Office applications (Word, Excel, Outlook and PowerPoint).
• Ability to maintain confidentiality and handle sensitive information appropriately.
• Ability to work independently while contributing effectively as part of a team.
• Strong administrative, document management, and record-keeping skills.

Responsibilities

• Provide comprehensive administrative support to Partners, Directors, Managers, and wider teams, ensuring work is completed accurately and within agreed deadlines.
• Manage document processing and records administration, including scanning, filing, archiving, maintaining client records, and updating practice management systems.
• Act as the first point of contact for visitors, delivering a professional reception service and supporting the smooth day-to-day operation of the Taunton office.
• Support client and business processes through activities such as billing administration, KYC documentation, Company Secretarial tasks, and electronic submissions to HMRC and other regulatory bodies.
• Coordinate meetings, events, and office functions, including arranging facilities, equipment, refreshments, and logistics to ensure a positive experience for attendees.
• Identify and implement opportunities to improve administrative processes, systems, and ways of working to enhance efficiency and service delivery.

Skills

Organisation

Time management

Attention to detail

Communication

Interpersonal skills

Microsoft Office

Tools

Microsoft Office

Practice management systems

Job description

Monahans is a leading accountancy and business advisory firm providing expert support to clients across sectors, committed to professional excellence and inclusive workplace culture. An Administration role supports Partners, Directors and teams, ensuring accurate work and timely delivery, with a focus on confidentiality and client service.

The successful candidate will manage documents and records, act as first point of contact in Swindon, and help coordinate meetings and processes, contributing