About Us
Orcom Civvals is a growing accountancy practice based in Central London, providing accounting, audit, tax and business advisory services to a diverse portfolio of clients.
We are looking for a proactive, organised and detail-focused Practice Finance & Administration Assistant to support the smooth running of our practice.
This role is mainly focused on financial administration, invoicing-related tasks, client records, client onboarding, client communication and general practice administration. It would suit someone who has previously worked in an accountancy practice, law firm, tax practice, audit firm or other professional services environment.
Role Overview
The successful candidate will support partners, managers and staff with day-to-day administrative and finance-related processes. This includes preparing and processing invoices, maintaining accurate client and billing records, supporting client onboarding, updating the client database, assisting with client communications and newsletters, managing correspondence and supporting the general organisation of the office.
This is not an accounts production role and does not require the candidate to prepare statutory accounts. However, the role does require strong accuracy, good organisational skills and confidence handling financial and client information in a professional environment.
Key ResponsibilitiesFinancial Administration and Invoicing
- Prepare, raise and process client invoices.
- Maintain accurate billing and client payment records.
- Support invoice queries and liaise with colleagues regarding billing information.
- Assist with supplier invoices, expenses and internal finance administration.
- Help maintain organised records of financial correspondence and supporting documents.
- Update spreadsheets and internal records accurately.
- Support basic reconciliations and finance-related administrative tasks where required.
Client Administration, Onboarding and Communication
- Update and maintain the firm’s client database and internal records.
- Assist with client onboarding procedures, including gathering information and documentation.
- Support client due diligence, engagement letters and administrative onboarding steps.
- Maintain accurate client contact details and communication records.
- Prepare and send client communications, reminders and general correspondence.
- Assist with preparing and sending newsletters and client updates.
- Liaise professionally with clients by email and telephone where required.
- Help ensure client information is complete, accurate and properly stored.
General Practice Administration
- Provide administrative support to partners, managers and team members.
- Prepare, format and send letters, emails and client correspondence.
- Maintain and organise electronic and physical client files.
- Assist with scanning, filing, document management and archiving.
- Help ensure client records and internal practice information are accurate and up to date.
- Support internal administrative deadlines and practice workflows.
- Handle confidential client and business information professionally and discreetly.
Office and Client Support
- Act as a professional point of contact for clients, visitors and suppliers.
- Answer and direct telephone calls and emails where required.
- Manage incoming and outgoing post, couriers and deliveries.
- Assist with meeting room preparation and general office coordination.
- Support ad hoc administrative projects as needed.
Skills and Experience
The ideal candidate will have:
- Previous experience in an accountancy practice, law firm or other professional services environment.
- Experience with invoicing, billing, expenses, supplier administration or similar finance-related administration.
- Experience maintaining client databases, client records or CRM systems.
- Good client communication skills, both written and verbal.
- Strong administrative skills and excellent attention to detail.
- Confidence using Microsoft Office, particularly Outlook, Word and Excel.
- Strong organisational skills and the ability to manage several tasks at the same time.
- A professional, discreet and client-focused approach.
- The ability to work independently and as part of a team.
Desirable Experience
- Experience working in an accountancy, tax or audit practice.
- Familiarity with practice management, document management or client management systems.
- Experience supporting client onboarding, KYC, AML or engagement letter processes.
- Basic understanding of bookkeeping, invoices, expenses or supplier records.
- Experience preparing newsletters, client updates or professional communications.
- Experience supporting partners, managers or fee earners in a professional services firm.
What We Offer
- A varied administrative and finance support role within a growing accountancy practice.
- A professional and supportive working environment.
- Exposure to practice administration, billing, client service and internal finance processes.
- The opportunity to develop within a stable and expanding firm.
How to Apply
Please submit your CV and a short cover letter explaining your relevant experience, particularly any experience in an accountancy practice, law firm or other professional services environment.
Job Type: Full-time
Pay: £26,000.00-£35,000.00 per year
Education:
- Diploma of Higher Education (required)
Experience:
- Admin: 5 years (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
