Team Assistant

An established and growing accountancy firm is seeking a highly organised and proactive Team Assistant/Practice Administrator to join their London office. This is a varied role supporting the smooth running of the practice, combining team administration, client onboarding, compliance support & office operations.

The Role

• Provide administrative support to senior stakeholders, partners and wider teams across the practice
• Manage client onboarding processes, including collecting documentation and ensuring client records are complete and accurate
• Support AML/KYC checks, client verification and due diligence processes in line with regulatory requirements
• Maintain client files, records and statutory documentation with a high level of accuracy
• Assist with invoice administration, document processing and maintaining financial records
• Prepare, format and review client correspondence, reports and internal documents
• Coordinate internal administration including employee onboarding and team processes
• Liaise with clients, colleagues and external contacts in a professional and timely manner
• Support wider office operations, including reception cover, post, supplies and general administration
• Identify opportunities to improve processes and support the efficiency of the practice

About You

The successful candidate will ideally have:

• Previous experience within an accountancy firm or practice environment
• Experience in a role such as Practice Assistant, Team Assistant, Client Administrator, Accounts Administrator or similar
• Exposure to client onboarding, AML/KYC checks, compliance documentation or due diligence processes
• Strong attention to detail with the ability to manage sensitive client information
• Excellent organisational skills and the ability to manage multiple priorities
• A professional and confident communication style when liaising with clients and internal teams
• A proactive approach with the ability to work independently and as part of a small team
• Strong Microsoft Office skills, particularly Excel, Word and Outlook

The Opportunity

You will gain exposure across client services, compliance, operations and practice administration within a well-established accountancy firm.

What’s on offer:

• Competitive benefits package
• Progression opportunities
• Supportive and collaborative working environment
• Opportunity to develop within a growing accountancy practice

Robert Walters Operations Limited is an employment business and employment agency and welcomes applications from all candidates