Maternity Cover, 12-month Fixed-Term Contract (Norwich)

M+A Partners is a progressive firm of Chartered Accountants, Tax Specialists and Business Advisers. Our Vision is to be the firm of choice, through our team fulfilling their potential and delivering exceptional client service.

The Role

To provide administrative and support service to two of the Firm’s Partners, providing them with the ability to perform their role efficiently. The role will also be to provide efficient administrative services as part of the daily operations of the business.

Duties include, but are not limited to:

Partners’ PA

  • Provide a high-quality secretarial and organisational support service;
  • Managing and maintaining appointments, travel arrangements, and diaries;
  • Effective management of Outlook diaries, assessing priority of appointments and action as necessary;
  • Provide support for a wide range of meetings. This will include preparing agendas, meeting papers, taking minutes, and following up on action points;
  • Deal with all incoming telephone calls in a professional manner, re-directing or taking messages and using initiative to deal with queries;
  • Delegating incoming posts and email correspondence to portfolio holders and following up to ensure completed;
  • Being the first point of contact, responding to emails and other correspondence;
  • Help to write content for communications;
  • Preparation of various documents including letters, new client forms, and financial review documents;
  • Drafting email correspondence;
  • Maintaining databases & spreadsheets;
  • Producing monthly reports Carrying out a variety of administrative tasks related to the management of client accounts;
  • Sending bills to clients;
  • Amending and approving letters in the CCH document inbox;
  • Organising and maintaining effective filing systems;
  • Handling sensitive and confidential material securely and with discretion
  • Company research/project work on an adhoc basis; and
  • Assist with event organisation

Business Support

  • Sorting, filing and delivering post;
  • Managing client database;
  • Managing diaries and calendars;
  • Collating anti-money laundering information;
  • Ensuring correct and careful filing of ID for AML purposes;
  • Creating and maintaining new client records;
  • Assisting with the administration of large mailings;
  • Drafting, editing, and sending formal letters by post, email, and OneClick;
  • Maintaining internal control spreadsheets;
  • Greeting clients on arrival when required;
  • Delivering excellent customer service to clients and staff members alike as the central hub for all general enquiries and business support at the Firm;
  • Supporting other members of the Business Support team as required;
  • Supporting the team and Firm in other relevant administrative tasks as and when required;
  • Assisting with/progressing Tax Investigation Service claims;
  • Processing card payments from clients; and
  • Assisting other Partners of the firm on an adhoc basis

The Candidate

  • Good written and verbal communication;
  • Proven experience in a similar position;
  • Proven ability to work in a sensitive and confidential manner;
  • Strong time management and organisation skills;
  • Willingness to learn and excellent attention to detail;
  • Ability to work to tight or spontaneous deadlines;
  • Have a good understanding and use of IT including Microsoft Excel, Word, and Outlook; and
  • Experience within professional services is preferred but not essential.

Our Benefits

Competitive salary and benefits package.

Please send your CV and covering letter as soon as possible to the People & Culture Department at recruitment@mapartners.co.uk.

People and Culture Team