Admin & Finance Assistant

About the role

Seeking an organised and proactive on-site Administration & Finance Assistant to support the day-to-day operations of a town planning consultancy. This varied role combines general administration, project support, client communication and routine finance duties. The successful candidate will help keep projects, documents, invoicing and office processes running smoothly.

Key responsibilities

• Provide administrative support to town planners, directors and other team members

• Create new projects and maintain accurate client, property and project records

• Prepare, format and proofread letters, reports, fee proposals and other documents

• Manage electronic filing, document control and project correspondence

• Monitor shared email inboxes and respond to routine enquiries

• Coordinate meetings, appointments and team calendars

• Assist with planning application lodgement and maintain application records

• Track project deadlines, requests for information and key milestones

• Liaise professionally with clients, consultants, councils and other stakeholders

• Prepare and issue client invoices

About you

• Previous experience in administration, bookkeeping, accounts support or a similar role

• Strong organisational skills and attention to detail

• Professional written and verbal communication skills

• Ability to manage competing priorities and meet deadlines

• Confidence working with invoices, expenses and financial records

• Proficiency in Microsoft 365, including Outlook, Word and Excel

• Ability to handle confidential client and financial information appropriately

• Reliable, accurate and accountable

• Friendly and professional when dealing with clients

• Proactive and willing to take ownership of tasks