Practice Administrator

The successful candidate will manage administrative tasks, assist with client onboarding and compliance, and ensure the smooth running of day-to-day office activities.

• Manage incoming and outgoing correspondence (email, mail, phone).
• Maintain and organise digital document management software.

• Assist with client onboarding and engagement letters.
• Maintain and update client contact information and databases (e.g., Xero Practice Manager).
• Respond to client queries or redirect as appropriate.

• Assist with AML/CFT compliance tasks, including identity verification, risk assessments, and maintaining documentation.
• Coordinate Companies Office filings, such as annual returns and director updates.

• Assist with preparation of client invoices.

• Excellent written and verbal communication.
• Professional manner and strong client service ethic.
• Discretion with confidential information.
• Strong computer skills.

• Experience in an administration role (preferably in a professional services or accounting environment).
• Proficiency in Microsoft Office (Word, Excel, Outlook).
• Familiarity with accounting practice software (Xero, Xero Practice Manager, XERO Tax) is a plus. Previous use of Document Management software also. Training will be provided.
• Understanding of AML/CFT compliance (training can be provided).

• Positive and proactive attitude.
• Works well independently and as part of a team.
• Comfortable in a busy, small team environment.