Secretary

Career Moves Group I B Corp™; Cheltenham; On-site; GBP 25,000 - 35,000; Full time

Job summary

Career Moves Group I B Corp™ assists a Cheltenham-based accountancy practice in recruiting a Secretary & Office Manager. The role provides essential administrative support, handles client inquiries, diaries, and file management to keep the office running smoothly.

The successful candidate will bring audio typing, strong organisation, and excellent communication. Experience in accountancy or professional services is advantageous, and a professional, client-focused approach is essential.

Qualifications

• Previous experience in Secretary, Administrative Assistant, Practice Administrator, or similar role in the Accountancy sector.
• Excellent audio typing accuracy and attention to detail.
• Strong organisational skills with the ability to manage multiple priorities.
• Excellent verbal and written communication skills.

Responsibilities

• Audio typing and preparation of correspondence, reports, and client documentation.
• Acting as a first point of contact for clients via telephone and email.
• Managing diaries, appointments, and meeting schedules for partners and staff.
• Maintaining accurate filing systems and client records.
• Assisting with general administrative duties including data entry.
• Welcoming clients and visitors and ensuring a professional office experience.
• Managing incoming/outgoing post, emails, and general correspondence.
• Providing administrative support to accountants and senior team members.
• Ensuring client information is handled confidentially according to firm procedures.
• Supporting efficient office operation through organised task prioritisation.

Skills

Audio typing

Organisation

Communication

Client-facing

Microsoft Office

Tools

Microsoft Word

Excel

Outlook

Job description

Our client is a well-established and highly regarded accountancy practice based in Cheltenham.

They are seeking a professional, organised, and proactive Secretary & Office Manager to provide essential administrative support to the wider team. This role is integral to ensuring the smooth day-to-day running of the office while delivering a first-class experience for clients and colleagues alike. The ideal candidate will have a good working knowladge of the Accountancy sector, this is vital for the day to day operations of the role.

Duties to include ( but not limited to ) :

• Audio typing and preparation of correspondence, reports, and client documentation.
• Acting as a first point of contact for clients, handling telephone and email enquiries professionally and efficiently.
• Managing diaries, appointments, and meeting schedules for partners and staff.
• Maintaining accurate filing systems, client records, and document management processes.
• Assisting with general administrative duties, including data entry and document preparation.
• Welcoming clients and visitors, ensuring a professional and positive office experience.
• Managing incoming and outgoing post, emails, and general correspondence.
• Providing administrative support to accountants and senior team members across the practice.
• Ensuring all client information is handled confidentially and in accordance with firm procedures.
• Supporting the efficient operation of the office through effective organisation and prioritisation of tasks.

Skills:

• Previous experience in a Secretary, Administrative Assistant, Practice Administrator, or similar office support role in the Accountancy sector.
• Strong audio typing skills with excellent accuracy and attention to detail.
• Exceptional organisational skills with the ability to manage multiple priorities effectively.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office, including Word, Excel, and Outlook.
• Professional, personable, and client-focused approach.
• High levels of accuracy and attention to detail.
• Ability to work both independently and collaboratively within a team environment.
• Experience gained within an accountancy practice, professional services, legal, or financial services environment would be advantageous.

This role offers an opportunity to join a friendly and supportive accountancy practice where you will play a key role in maintaining exceptional client service and efficient office operations.