About Us:
Ortenz & Co Limited is a growing and dynamic accountancy firm committed to delivering high-quality financial and compliance services to our clients. We pride ourselves on professionalism, efficiency, and excellent client care.
Role Overview:
We are seeking a professional and organised Front Desk Receptionist to be the first point of contact for our firm. This role is ideal for someone who is personable, detail-oriented, and able to manage administrative and compliance-related tasks efficiently.
Key Responsibilities:
- Greeting clients and visitors in a professional and friendly manner
- Answering and directing incoming calls and emails
- Managing the front desk and maintaining a welcoming office environment
- Assisting with onboarding clients and handling compliance documentation (e.g. ID verification, AML checks)
- Monitoring and organising client records and documentation
- Supporting the accounts team with general administrative duties
- Assisting VAT Department and Income Tax Department with MTD.
Additional Responsibilities (Desirable):
- Assisting with Companies House filings and basic HMRC correspondence
- Preparing engagement letters and client documentation packs
- Following up with clients for outstanding information
- Managing document portals (e.g. uploading/downloading client records)
- Basic bookkeeping data entry (training can be provided)
Requirements:
- Previous experience in a receptionist or administrative role (preferred in an accountancy firm)
- Excellent communication and interpersonal skills
- Strong organisational skills and attention to detail
- Proficiency in Microsoft Office (Word, Excel, Outlook), Bright Manager,
- Ability to handle sensitive information with discretion
- Professional appearance and manner
Desirable (but not essential):
- Experience within an accountancy firm
- Familiarity with compliance procedures (AML/KYC)
- Knowledge of software such as QuickBooks, Xero, VT Transaction or similar
What We Offer:
- Friendly and supportive working environment
- Opportunity to grow within the firm
- On-the-job training and development
- Join Ortenz & Co and be part of a professional team delivering excellent service to our clients.