Secretary / Office Manager – Cheltenham – Accountancy – 5 days on site

Job : Secretary / Office Manager
Location : Cheltenham
Salary : Up to £ 50,000 pa ( depending on experience )
Type : 5 days office based
Sector : Accountancy

Our client is a well-established and highly regarded accountancy practice based in Cheltenham.

They are seeking a professional, organised, and proactive Secretary & Office Manager to provide essential administrative support to the wider team & Management. This role is integral to ensuring the smooth day-to-day running of the office while delivering a first-class experience for clients and colleagues alike. The ideal candidate will have a good working knowladge of the Accountancy sector, this is vital for the day to day operations of the role.

Duties to include ( but not limited to ) :

• Audio typing and preparation of correspondence, reports, and client documentation.
• Acting as a first point of contact for clients, handling telephone and email enquiries professionally and efficiently.
• Managing diaries, appointments, and meeting schedules for partners and staff.
• Maintaining accurate filing systems, client records, and document management processes.
• Assisting with general administrative duties, including data entry and document preparation.
• Welcoming clients and visitors, ensuring a professional and positive office experience.
• Managing incoming and outgoing post, emails, and general correspondence.
• Providing administrative support to accountants and senior team members across the practice.
• Ensuring all client information is handled confidentially and in accordance with firm procedures.
• Supporting the efficient operation of the office through effective organisation and prioritisation of tasks.

Skills:

• Previous experience in a Secretary, Administrative Assistant, Practice Administrator, or similar office support role in the Accountancy sector.
• Strong audio typing skills with excellent accuracy and attention to detail.
• Exceptional organisational skills with the ability to manage multiple priorities effectively.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office, including Word, Excel, and Outlook.
• Professional, personable, and client-focused approach.
• High levels of accuracy and attention to detail.
• Ability to work both independently and collaboratively within a team environment.
• Experience gained within an accountancy practice, professional services, legal, or financial services environment would be advantageous.

This role offers an opportunity to join a friendly and supportive accountancy practice where you will play a key role in maintaining exceptional client service and efficient office operations.

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