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Secretary to Partner

Job Reference:
Recruiter Name:
Parkside Recruitment
Job Type:
Administration, Team Secretary
£28,000 to £30,000 per annum
Buckinghamshire, England
Contract Type:
Date Posted:

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Our prestigious client is looking for your knowledge and skills within private practice(Accountancy or Legal)to provide secretarial and administrative support to their partners whilst assisting with general office support to the secretarial team and other departments.

    • Manage Partner's diary, including arranging and confirming meetings
    • Billing - preparation of invoices on computer as required and completion of fee note analysis as well as issuing fixed fee invoice
    • Assisting with creating PowerPoint proposals for new clients
    • Responsible for the money laundering checks and new client take on procedures
    • Maintaining partner notes and records for the graduate recruitment process and relevant admin regarding training partner responsibilities
    • Creating templates and documents as and when required
    • Assisting with GDPR compliance documentation
    • Responsible for looking after confidential mentoring paperwork and coordinating mentoring process with partner
    • Organising in house lunches for Partners, clients, client seminar's
    • Supporting the other departments with general administrative duties as and when required
    • Dealing with phone calls from clients and contacts, taking accurate messages for the partners and ensure the efficient passing on of these
    • Monitoring partners emails and forwarding where relevant
    • Maintaining databases of client information
    • Greeting visitors to the office and helping with refreshments
    • Assisting visiting partners with secretarial work as and when require
    • Responsible for the administration of fee protection insurance in Milton Keynes which includes completing claims, keeping the insurers updated and issuing invoices along with an annual renewal mailshot to all tax return client
    • Audio and copy typing, mainly letter
    • Good attention to detail
    • Organise
    • Positive attitude with a willingness to help other
    • Professional telephone manner
    • Computer literate
    • Ability to take the initiative and think ahead

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

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