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Team Assistant

Robert Walters·London (South East England)On-site
Salary not stated
Vox Summary
  • Role Responsibilities: Providing administrative support, managing client onboarding, supporting compliance checks, maintaining records, and assisting with office operations.
  • Key Requirements: Experience in an accountancy environment, familiarity with client onboarding, AML/KYC, compliance documentation, strong attention to detail, and proficiency in Microsoft Office.
  • Conditions & Benefits: Working in a supportive environment with progression opportunities, a competitive benefits package, and exposure to various practice areas.
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Job description

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 YouThe 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 OpportunityYou 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

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Original source
reed.co.uk
Posted
Jul 15, 2026 · true date
Last verified
1 hour ago
Quality score
35/100
Salary stated0
Company identified0
applyUrl0
postedAt15
Complete description20

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