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To provide a full Administration Support service to the accountancy services division within the Ferndown office. Also to provide cover for other members of the admin support team as required.
Client Details
Our client specialises in providing a wide range of services tailored to meet the needs of their private clients and wealthy individuals. Their private client service combines the expertise of taxation and trusts team with comprehensive personal financial planning advice.
Description
The key responsibilities for the Administration Support role are:
- Answering external phone calls
- Checking answer machine messages and distributing
- Preparing draft proposals for clients and ensuring terms included and up to date
- Have a thorough understanding of work flow throughout the accountancy services division
- Have knowledge of software platforms used by the accountancy teams
- Undertake new client take on in accordance with the company procedures and compliance with anti money laundering procedures
- Maintenance of clients details on IRIS/Karbon/PI Database
- Provide support to other administrators.
Profile
The successful candidate for the Administration Support role is someone with the following:
- Experience of a professional services environment
- Full knowledge of Microsoft Office and database management, specifically excel.
- Team player, able to work as part of a team
- Attention to detail and has high standards of accuracy
- Ability to keep to strict deadlines and deliver against agreed timescales
- Ability to multi task
- Good communication skills (Written and Verbal)
- Good organisation skills
- Ability to use own initiative and a willingness to problem solve.
- Good general education to at least A Level standard
Job Offer
The candidate for the Administration Support role will receive:
- Competitive salary
- Permanent position
- Benefits package
- Pension
