Administrator

🔒 Confidential Employer
Posted 21 March 2026
LOCATION
Midlands
TYPE
Full-time
LEVEL
Associate
CATEGORY
Administrative
This employer holds a UK Home Office sponsor license — sponsorship for this specific role is at the employer’s discretion

SKILLS

Client Onboarding Inbox Management Office Filing Accountancy Practice Experience Organizational Skills Microsoft Outlook

FULL DESCRIPTION

Administrator (Midlands)

[Employer hidden — view at passion-project.co.uk] is seeking an Administrator to join their team in the Midlands. The role involves preparing client forms, onboarding new clients, maintaining client records, managing the inbox and diary, and providing administrative support to the team. The ideal candidate will have at least 2 years of accountancy practice experience, excellent organizational skills, and be comfortable with technology.

Key Responsibilities:

  • Preparing new client forms.
  • Onboarding of new clients and liaising with Client Managers to ensure all documentation is correct.
  • Maintaining client records and filing of documents in respective client files
  • Inbox and diary management.
  • Billing administration and assisting with credit control.
  • Maintain office supplies and inventory including ordering, receiving
  • Maintain office filing system including scanning, filing, and organizing documents daily.
  • Manage all incoming mail and packages for all departments including shipping/receiving, labelling, and distribution as needed.
  • Assist with filing/referral of all documents in the office filing system daily or as needed based on departmental needs.
  • Typing Letters, reports and professional documents
  • Assist with filing statutory documents with Companies House and HMRC
  • Providing administrative support to the team
  • Meeting, greeting and liaising with clients
  • Managing an effective and efficient filing system
  • Managing client records on the firm’s database software
  • Other ad hoc general administrative tasks

Attributes, Requirements, Skills:

  • Must have at least 2 years work of accountancy practice experience
  • Experience with IRIS, XERO and other accountancy software beneficial
  • Must be able to work in a fast-paced environment.
  • Must have excellent organizational skills and attention to detail.
  • Must be comfortable with technology (i.e., Microsoft Outlook, Excel, Word).
  • Must be able to work in a team environment and provide support to other employees as needed.
  • Must be able to work independently and prioritize tasks accordingly.
  • Ability to interact with stakeholders at all levels.
  • Discretion when dealing with confidential information in all aspects of work.

Package:

  • Competitive salary
  • 23 days holiday + public holidays
  • Additional holiday day per year of service
  • Pension contributions in excess of statutory minimum
  • Health plan benefits
  • Parking Permit
  • Ongoing training and development
  • Relaxed dress code
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