Onboarding & Company Secretarial Administrator

Location: Magherafelt

Salary: Up to £30,000

Full Time or Part Time Role

About Us

The Lady Accountant is a modern accountancy firm known for our personal, high-touch service. Were committed to building a supportive, professional culture where client service and organisation are key.

We are now looking for an Onboarding & Company Secretarial Administrator to manage the full onboarding process for new clients. This is a highly organised, client-facing role, ensuring every new client has a smooth and professional introduction to our firm.

The Role

You will be the first point of contact for all new clients, guiding them through the onboarding process, setting them up on our systems, and ensuring all registrations and company secretarial duties are completed accurately. Once onboarding is finalised, youll hand clients over seamlessly to their accountant.

Key Responsibilities

• Welcome new clients and act as their main point of contact during onboarding.
• Set up clients on all internal systems and workflows.
• Register clients for HMRC services (e.g. VAT, PAYE, Corporation Tax, UTR).
• Incorporate limited companies and complete associated filings with Companies House.
• Carry out ongoing company secretarial duties (confirmation statements, record updates).
• Maintain accurate records and ensure all compliance requirements are met.
• Consistently follow and improve onboarding checklists and processes for efficiency.

About You

• Minimum Accounts Technician qualification (AAT or equivalent), or strong experience in accountancy administration.
• Excellent organisational skills with strong attention to detail.
• Confident communicator with excellent people skills able to give new clients a professional first impression.
• Comfortable with repetitive processes and able to maintain accuracy at all times.
• Knowledge of HMRC and Companies House procedures desirable.
• Proficient in Microsoft Office and accountancy/CRM software.

What We Offer

• Competitive salary up to £30,000
• 31 days annual leave (including bank holidays).
• Free on-site parking.
• Pension Scheme
• A supportive, professional, and client-focused culture.
• Opportunity to play a key role in shaping the client onboarding experience.

Equal Opportunities

The Lady Accountant is an equal opportunities employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and clients. We welcome applications from all backgrounds and communities.