Client Accounts & Administration Assistant Job at Office Angels (Bathgate)

Client Assistant - Private Client

Our Private Client team has a fantastic opportunity for a talented Private Clien...

Location

United Kingdom , Leicester

Salary:

Not provided

Shakespeare Martineau

Expiration Date

Until further notice

Requirements

Previous office administrative experience gained within a Private Client team or from within a legal or professional services environment
Organised and methodical approach
Confidence with IT systems, including Microsoft Word, Excel and ideally PowerPoint
The ability to work well in a team and develop good working relationships with colleagues and clients, high levels of emotional intelligence and empathy
Confident interpersonal skills with the ability to liaise openly and clearly
Highly enthusiastic, willing to go the extra mile
Open to new ways of working and happy to challenge to drive improvements

Job Responsibility

Key point of contact on behalf of the Private Client team
To assist fee earners in progressing the client files, to include speaking to the client, passing on correspondence, organising meetings with clients and referrers and other professionals such as accountants
Initial client liaison in person and over the telephone, providing detailed notes of their enquiries and tracking ongoing progress. Arrange appointments with clients and provide comprehensive ongoing updates
Land registry, bankruptcy and lawyer check searches
You will be required to make regular telephone/email communication with professional bodies, such as chasing banks, debtors, HMRC and the probate registry
Arranging invoice payments and preparation of cheques for onward submission
Drafting regular correspondence to Investment managers, auditors, clients, charitable organisations in relation to ongoing trust matters and preparing the regular payments and action donation requests
Setting up payments to beneficiaries
Preparation of Wills, Codicils, Lasting Powers of Attorney and other ancillary documents
Basic Account reconciliation within Excel for Estate and Trust Accounts

What we offer

Agile working
blended approach to where and how we work

Fulltime

Accounts Assistant

Are you an organised and detail-oriented individual looking for an Accounts role...

Location

United Kingdom , Swanley

Salary:

14.00 - 15.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Experience in accounts administration, preferably in a similar role
Proficiency in SAGE 50 or similar accounting software
Strong attention to detail and excellent organisational skills
Ability to work independently and as part of a team
Good communication skills, especially when liaising with suppliers and clients

Job Responsibility

Sales & Purchase Ledger Management: Maintain accurate records and ensure timely processing
Invoice Processing: Manage and process invoices with precision and efficiency
Chasing Money: Follow up on outstanding payments and maintain healthy cash flow
Checking Supplier Statements: Verify and reconcile supplier statements to ensure accuracy
Bank Reconciliations: Conduct bank reconciliations and manage credit card statements to keep our financials on track

What we offer

Weekly Pay
Up to 28 days annual leave
Access to free eyecare vouchers
Temp of the Month awards
Timesheets can be completed on mobile devices
Perks at work
Discount schemes
Access to Well-being platforms

Fulltime

Accounts Assistant / Trainee Accountant

Are you passionate about numbers, finance, and eager to kickstart a rewarding ca...

Location

United Kingdom , Taunton

Salary:

25000.00 - 28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

AAT level 2 or 3 is desirable
Experience using accounting software
General all-round accounts/finance experience
Excellent communication skills and great team player
Reliable, proactive, and motivated attitude

Job Responsibility

Working closely with the Manager, updating them daily on client work
Assisting in the completion of clients' payrolls, communicating with clients, and ensuring all pay runs are correctly completed
Assisting clients in bookkeeping and ensuring VAT returns are completed on time for submission to HMRC
Processing client invoices and bank reconciliation in the relevant cloud software
Assisting in general accounts production work
Assisting in the completion of self-assessment tax returns
General administration duties in the office such as filing and database management
Providing an excellent service to all clients

What we offer

Generous Pension Scheme
30 days annual leave + Bank Holidays, additional day for your Birthday and 2 days off additionally for Christmas shutdown
The opportunity to grow professionally with study support provided both financially and time to study during the working day
Comprehensive induction programme
Annual salary review
Annual bonus scheme
Employee Assistance Program
Supportive company culture and excellent values
Modern, bright, open plan and luxurious offices
Free Parking

Fulltime

Junior Accountant / Accounting Assistant

We are looking for a detail-oriented Junior Accountant / Accounting Assistant to...

Location

Salary:

Not provided

Zazz

Expiration Date

Until further notice

Requirements

Diploma or certificate in Accounting, Finance, or Business Administration
1 to 3 years of experience in bookkeeping or accounting support roles
Strong experience with QuickBooks Online (preferred)
Strong attention to detail and high accuracy
Proficient with spreadsheets (Excel or Google Sheets)
Good communication skills for client follow-ups
Ability to work independently and meet deadlines
Organized, reliable, and able to handle routine tasks consistently

Job Responsibility

Prepare and send client invoices accurately and on time
Ensure invoices match contracts, POs, and timesheets where applicable
Maintain an organized invoicing schedule and track payment terms
Monitor outstanding receivables and maintain an AR aging report
Send courteous but firm payment reminders
Follow up with clients regarding overdue payments
Document all communication regarding AR
Record transactions daily in QuickBooks (desktop or online)
Reconcile bank accounts, credit cards, and payment processors
Maintain clean and accurate financial records

What we offer

Competitive salary for a junior role
Training on internal processes and tools
Growth opportunities within the finance team
Stable, long-term position in a growing tech company

Fulltime

Accounts Assistant

Our client is looking for a dedicated Accounts Assistant to join their friendly ...

Location

United Kingdom , Gravesend

Salary:

27000.00 - 30000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Solid VAT knowledge
organized
detail-oriented
confident with numbers

Job Responsibility

Process and submit VAT returns
perform bank reconciliations and maintain accurate records
provide administrative support to the finance team
answer incoming calls and assist with client queries
manage and file paperwork efficiently
visit clients as needed to support their financial processes

What we offer

20 days holiday + BH
help and support with training
free parking
company pension scheme

Fulltime

Accounts Administrator

Join Our Team as an Accounts Administrator! Are you ready to be part of an award...

Location

United Kingdom , Northampton

Salary:

30000.00 - 32500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in an accounts administration role
Experienced in using Sage 50
Strong understanding of accounting principles and practises
Proficiency in accounting software and MS Office Suite
Excellent attention to detail and organisational skills
Strong communication skills, both written and verbal
Ability to work independently and as part of a team
A valid driving licence is required

Job Responsibility

Managing day-to-day financial transactions
Preparing invoices and processing payments
Maintaining accurate financial records and reports
Assisting with budget preparation and forecasting
Collaborating with internal teams to support project needs
Providing exceptional support to our clients and suppliers
Handling queries related to accounts and payments

What we offer

Pension contribution matching
A supportive and friendly working environment
A chance to be part of exciting projects and initiatives in the events industry

Fulltime

Legal Assistant – Private Client

This is a fantastic opportunity to support experienced fee earners in a busy and...

Location

United Kingdom , Bedford

Salary:

27000.00 GBP / Year

Douglas Scott

Expiration Date

Until further notice

Requirements

Prior experience as a legal assistant or secretary, ideally within private client or another legal discipline
Sound knowledge of legal office processes and file management
Strong computer literacy, including Microsoft Word, Excel, and Outlook
Familiarity with case management systems (preferred)
High standard of written and verbal communication
Exceptional organisational skills with the ability to multitask and meet deadlines under pressure
Meticulous attention to detail and a proactive attitude
A friendly and professional manner, both in person and over the phone

Job Responsibility

Acting as the first point of contact for client queries and providing regular updates on matter progression
Drafting basic correspondence, legal forms and supporting documents under supervision
Assisting with the preparation and submission of documents to the Probate Registry, HMRC, and Certainty
Managing the safe custody, organisation, and release of important legal documents such as wills, LPAs, and probate papers
Opening and closing files in line with AML procedures, SRA regulations, and internal quality standards
Managing calendars, appointments, and deadlines for fee earners
Preparing bills, processing payments and receipts, and liaising with the accounts team
Drafting estate accounts using Excel and handling associated administrative tasks
Providing telephone and reception support, and assisting with post and banking as needed
Contributing to the smooth running of the office with general administrative support

Fulltime

Accounts Assistant

An exciting opportunity for an Accounts Assistant to join a highly reputable com...

Location

United Kingdom , Chelmsford

Salary:

24000.00 - 28000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong administration and communication skills
Proficiency in Microsoft Office applications (Word, Outlook, Excel)
Impeccable organisational skills and a keen eye for detail
An assertive and proactive mindset
Flexibility and adaptability
Exceptional interpersonal skills
Valid driver's licence

Job Responsibility

Processing purchase ledger and sales ledger invoices
Conducting supplier and client account reconciliations
Handling financial tasks including processing subcontractor invoices, preparing accounting journals, and carrying out balance sheet reconciliations
Assisting in the production of departmental reports and contributing to the preparation of the annual budget
Supporting the Financial Controller with ad-hoc tasks

Fulltime

Client Accounts & Administration Assistant

Office Angels

Location:
United Kingdom , Bathgate

Category:
Office Administration

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
May 20, 2025

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