General Responsibilities:
* Management of all incoming and outgoing office post for the department.
* Copying, scanning, filing and archiving of documentation, including management of all audit paperwork, including entry into and filing on our electronic document storage system.
* Responding to requests from the Partner, Director, Managers, Team and clients.
* Printing and binding of reports.
* Answering the phone and taking messages.
* Assisting wider Business Support Team with requests as required.
* Creating Tender documentation/Presentations.
* Assisting FOH with cover as needed.
* Setting up meeting rooms/AV as needed.
Assistance with client tasks
* Maintaining client information on the firm’s practice database.
* Raising fee notes based on our fee forecasts and helping with tidying codes in respect of WIP.
* Setting up new job codes in firm’s databases for each year’s audit/new services offered.
* Requesting bank letters and monitoring and chasing responses to these through the online platform, using the firm’s process without manager input. liaising with client to confirm any changes in details/ obtain information required for new clients.
* Setting up meeting rooms/AV as needed.
New clients/refreshes for existing clients
* Assistance with completion of new client set up (Anti Money Laundering forms, conflict emails, ID checks, liaising with client to obtain information required.)
* Preparation of Engagement letters using standard templates.
Meetings and travel (whole team)
* Arranging client meetings for the Partners, Directors and Managers, accommodation and travel arrangements.
* Proactively booking accommodation for the audit team based on job bookings on our staff planner.
* Proactively obtaining meeting agendas and papers for upcoming Audit Committees and Board meetings.
Reports
* Formatting reports for clients (Audit plans and Management letters), completing these to marketing standards for issue to clients.
* Preparing template reports for clients (Audit plans and Management letters), for audit team and managers to tailor and complete.
* Undertaking a review of departmental reports to ensure completeness of information, spelling and grammar.
* Formatting reports for clients (Audit plans and Management letters), completing these to marketing standards for issue to clients.