Newcastle Upon Tyne
AMS Group is a leading UK Top 60 accountancy firm with a differentiated advisory-led proposition, headquartered in Manchester. We have been a trusted name in professional services for over 40 years. Our commitment to excellence and customer satisfaction has positioned us as a premier provider in the market. Evolving from a family run accountancy practice in a Blackburn (established 1982), to a nationwide advisory business with over 350 employees, across 12 offices, our trading divisions comprise Audit, Accounts, Tax & Advisory with multiple service lines within each division. We leverage our relationship-driven client approach to generate significant cross-sell opportunities. Complementary to our organic growth is an impressive M&A strategy, with eight acquisitions completed since 2021 and further strategic acquisitions planned in 2025. At AMS we never offer a one size fits all approach. We know, in today’s economic environment, businesses require bespoke support, and we provide end-to-end services from start-up to exit strategies. Our mantra is “Good advisers help your business. Great ones transform it”. This is the foundation upon which we have built our business. Role Purpose To provide high-quality administrative and operational support to the wider practice, ensuring efficient day-to-day running of client work processes, internal systems, and compliance activities. The Practice Administrator plays a key role in supporting client engagement workflows, maintaining accurate records, and enabling teams to deliver excellent client service in a timely and compliant manner. Key Responsibilities • Provide administrative support to directors, managers and client service teams across the firm, • Booking meeting rooms, managing diaries, • Ordering stationary and assisting with the general running of the office, • Ensuring meeting rooms are tidy and making tea & coffee for clients/visitors, • Manage client onboarding processes, including AML/KYC checks and engagement letter administration, • Maintain accurate client records within practice management systems and ensure data integrity, • Assist with document management, including filing, scanning, and maintaining electronic records, • Support compliance activities, ensuring adherence to regulatory and internal standards, • Liaise with internal teams to ensure smooth communication and efficient workflow coordination, • Prepare standard correspondence, reports, and documentation as required Key Relationships Internal: • Directors External: • Clients and client representatives, • External suppliers and service providers Skills, Knowledge & Experience Experience: • Previous experience in an administrative or operations support role, ideally within a professional services or accountancy environment, • Experience working with client data and managing confidential information, • Familiarity with practice management systems or CRM tools is advantageous, • Exposure to compliance or onboarding processes (e.g., AML) desirable Technical Skills: • Strong proficiency in Microsoft Office (Word, Excel, Outlook, Teams), • Experience with document management systems and workflow tools, • Ability to manage and maintain databases with high attention to detail, • Basic understanding of accounting or professional services processes (desirable), • Diary management experience Qualifications: • Educated to A-level (or equivalent) minimum, • Relevant business administration qualification (desirable but not essential) Performance Measures (Success Criteria) • Accuracy and completeness of client and job data within systems, • Timely completion of administrative tasks and adherence to deadlines, • Quality and consistency of onboarding and compliance documentation, • Positive feedback from internal stakeholders and teams, • Contribution to efficient workflow management and reduced bottlenecks, • Demonstration of strong organisational skills and attention to detail, • Ability to prioritise workload effectively in a fast-paced environment