Kyc jobs in Woodford GreenCreate job alerts

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.