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- First point of contact for all prospect inquiries.
- Identify, introduce, and arrange initial discussions with the appropriate manager or director.
- Weekly follow-up on prospects to ensure a fee quote has been sent and document reasons for lost prospects.
- Raise client engagement/disengagement letters for review by the manager/director for final approval.
- Transfer all WIP from Prospect code when created as a client on CCH. This action needs to be made when the engagement letter is signed.
- Send engagement letters via e-sign/OneClick for client signature, chasing weekly and updating the tax manager/director.
- Update the databases with the status of engagement letters.
- Assist in the collating of anti-money laundering (AML) documents, certification, and record-keeping.
- Assist the Client Service Team with additional ad-hoc duties and projects.
- Assist in the creation, modification, and/or maintenance of client records on Microsoft Access, CCH/Access, eSign/OneClick, Database, and Microsoft Outlook.
- Assist in monitoring and updating all action items/requests in the Databases and CCH from the designated mailboxes from the technical staff to ensure all updates are recorded on all respective databases, targeting 100% accuracy in database records.
- Assist in the creation and/or annual update of CCH document templates, UK and US organiser/client information requests, e-mail, and transmittal letters, actioning any additional items raised from the practice management meetings.
- Assist with external IT consultants, relating to the databases used within the Team.
- Assist the Associate Director of tax Operations with ad hoc projects.
- Update of the CST handbook.
- All company post relating to clients and prospects must be sorted, scanned to CCH, emailed to the eam, filed, and/or returned via post as per the instructions of the team.
- Answer all incoming client and prospect calls, taking messages for, or transferring to the team.
- Demonstrate effective listening skills to determine the needs of both clients and staff alike.
- Demonstrate strong communication skills with the wider team of varying seniority, and externally with clients and contacts.
- Demonstrate the ability to work both independently, as part of a small team, and in a wider group.
- Demonstrate analytical skills concerning problem-solving throughout the day.
- Demonstrate flexibility and adaptability to suit the needs of the business.
- Proven ability to work quickly, under pressure, and to deadlines.
- Demonstrate a high degree of accuracy.
- Demonstrate efficient time-management skills relative to the task at hand.
- Demonstrate flexibility concerning task adjustments throughout the day.
- Proficiency in Microsoft Office suite and general IT knowledge.
