Secretary / Office Manager - Accountancy Practice - Cheltenham

Career Moves Group I B Corp™; Cheltenham; On-site; GBP 22,000 - 32,000; Full time

Job summary

Our client, a well-established accountancy practice in Cheltenham, seeks a professional, organised Secretary & Office Manager to support the wider team and ensure smooth day-to-day operations.

You will handle audio typing, client communications, diary management, filing, and general admin, providing a professional, confidential and client‑facing service while contributing to a high‑performing office.

Qualifications

• Experience as Secretary/Administrative Assistant in professional services.
• Excellent audio typing and accuracy.
• Strong organisational skills with multiple priorities.
• Excellent verbal and written communication.
• Proficiency in Microsoft Office.

Responsibilities

• 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

Secretary experience

Audio typing

Organisational skills

Communication skills

Microsoft Office

Client focus

Attention to detail

Independent worker

Team collaboration

Accountancy exposure

Tools

Microsoft Word

Microsoft Excel

Microsoft 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 & Practice experience, this is vital for the understanding of 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.