Duties:

Phone and Email Communication

Answer and direct incoming phone calls promptly and professionally

Respond to general email inquiries or forward to appropriate staff

Take accurate messages and ensure timely follow-up

Appointment Scheduling

Book client appointments

Confirm and remind clients of upcoming appointments

Appointment Preparation

Prepare necessary documents or files ahead of client meetings

Ensure meeting rooms are clean and equipped with required materials

Print and organise client intake forms, tax documents, or financial reports

Client Services

Greet clients and visitors in a friendly, professional manner

Answer basic client questions or refer to appropriate staff

Mail and Office Duties

Sort, distribute, and send incoming/outgoing mail and packages

Maintain front desk and reception area organisation

Assist with filing, scanning, and data entry as needed

Payment Handling

Accept and process client payments

Issue receipts and maintain accurate payment records

General Administrative Support

Support accounting staff with basic clerical tasks

Maintain confidentiality of sensitive financial/client information

Follow office procedures and uphold professional standards

Start Date 17th November 2025.