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Team Assistant

Robert Walters · London

🇬🇧 English

Job description

About the role

We are looking for a highly organised and proactive Team Assistant to support the smooth running of an established accountancy practice in London. The role combines team administration, client onboarding, compliance support and general office operations.

Key responsibilities

  • Provide administrative support to senior stakeholders, partners and wider teams.
  • Manage client onboarding, collect documentation and ensure records are accurate.
  • Support AML/KYC checks, client verification and due‑diligence processes.
  • Maintain client files, statutory documentation and financial records.
  • Assist with invoice administration and document processing.
  • Prepare, format and review client correspondence, reports and internal documents.
  • Coordinate internal administration including employee onboarding and team processes.
  • Handle reception duties, post, supplies and general office administration.
  • Identify opportunities to improve processes and practice efficiency.

Required profile

  • Previous experience in an accountancy firm or similar practice environment.
  • Background as a Practice Assistant, Team Assistant, Client Administrator or Accounts Administrator.
  • Experience with client onboarding, AML/KYC checks and compliance documentation.
  • Strong attention to detail and ability to handle sensitive information.
  • Excellent organisational skills and ability to manage multiple priorities.
  • Professional communication style when liaising with clients and internal teams.
  • Proactive, able to work independently and as part of a small team.

Required skills

  • Microsoft Excel
  • Microsoft Word
  • Microsoft Outlook

What we offer

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

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Published 1 month ago

Expires 6 days from now

30 views · 0 interested

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Robert Walters

London