Assistant, Administration - Cheltenham

About Crowe

Crowe is a leading national audit, tax, advisory and consulting firm with global reach and local expertise. We are an independent member of Crowe Global, one of the top 10 accounting networks in the world, with access to more than 40,000 people in over 140+ countries and across more than 800+ offices globally.

Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow’s questions and make smart decisions that have lasting value through the highest quality audit, tax, advisory and consulting services.

Crowe is where talented people can realise their potential, are successful and enjoy what they do by making a positive difference to our clients, communities and each other.

At Crowe, our aim is to create a community where regardless of gender, identity, sexuality, race, ethnicity, education or background, everyone is valued, can flourish and achieve their full potential.

Regular Duties (those performed on a daily/weekly/monthly basis)

• Dealing with incoming calls and transferring them onto the relevant person/take messages
• Greet visitors and inform relevant staff they have arrived
• Provide reception cover in any absence and make refreshments for staff and visitors
• Book meeting rooms for internal staff and client meetings
• Photocopying and scanning documents
• Cover for colleague’s holiday and sickness
• Sending back client records – making sure they are correct to the client’s name and all cover letters are removed before posting out – make sure spreadsheet is updated on MFiles to say returned
• Restore – retrieving and adding files
• Liaising with clients via phone and email
• Posting docs out for staff/clients
• Maintaining client confidentiality when dealing with client records etc
• Carrying out weekly kitchen and stationery stock checks
• Making sure stationery cupboard is kept tidy
• Making sure all items delivered are put away correctly
• Making sure stock cupboards in kitchen/break out areas are kept tidy and surfaces are clean and stocked up
• Scanning and saving incoming post on a daily basis to MFiles
• Maintaining an accurate filing system – MFiles, Personal Tax cupboard
• Filing Tax docs appropriately
• Keeping up to date re: who takes care of which dept/client for post-and keeping the team updated as well
• Ordering the weekly samosas
• Back up for Jenni open the incoming post, date stamp and insert into partner/manager initialled wallets and pass to Aamna for scanning to MFiles.
• Back up for Jenni be able to process the outgoing post by using the franking machine
• Book taxis
• Book train tickets and hotels through Clarity
• Process partner expenses
• Engagement letters
• Sending accounts to Companies House – back up for Lauren
• Adding signatures to letters, accounts, documents etc
• Editing accounts in PDF and word
• Bind any documents
• Be able to add funds to the franking machine if funds are running low
• Book lunches
• Arrange couriers
• Editing documents and accounts for Partners/Directors/Managers
• Maintaining an accurate filing system
• Processing legal documents through KYC and Onboarding, following strict money laundering procedures
• Rolling forward accounts
• Exercising discretion and confidentiality where required in all aspects of the above

Why choose Crowe?

At Crowe we understand that it is often the culture and values of a firm that are most important when looking for a new workplace.

Whether you’re working in statutory audit, corporate tax or you’re a marketing or HR specialist, we place our people at the centre of everything that we do; promoting a collaborative, inclusive and friendly culture while remaining passionate about supporting and developing our people as they build their careers. We listen to our people and adapt to their changing needs alongside the needs of our growing business. We invest in our people to help them be the best they can be.

We value new ideas and innovation, and welcome people who are committed to making a difference by delivering excellent services to our people, clients and communities.

At Crowe, you will find the specialist knowledge, the resources and the commitment to help you build a satisfying and rewarding career, with continued learning and development, highly competitive salaries and flexible benefits.

We want to create the best environment for our people to grow and thrive and recognise the importance of offering a flexible approach to our working environment, which we would be happy to discuss with you further.

Crowe is committed to equal opportunity and diversity in recruitment and employment. We value the differences that a diverse workforce brings to our organisation, driving effectiveness in our teams and providing our clients with a quality service.

Entry and progression within the firm is determined solely by the application of objective criteria, personal performance and merit which is supported by a clearly defined career pathway..