Guildford based Client seeks a permanent Client Support Administrator to join their team on a permanent basis. The Client Support Administrator would report into a Partner and Manager, this role is office based, would suit an organised and proactive individual.
Duties of Client Support Administrator:
* To provide full administrative support to the team
* Providing excellent telephone customer service
* Onboarding of clients on to our systems including carrying out AML checks
* To maintain client’s data including addresses on CCH, databases, and portals
* Dealing with daily post, scanning, and saving and distributing to relevant team member
* Maintaining and reviewing clients online accounts with HMRC
* Maintaining client trackers
* Preparing standard HMRC letters
* Packaging and uploading of tax returns and any other documents to client portals.
* To assist with any other administrative and/or client work as and when required
* Printing returns and preparing letters/packaging
* New client set up.
* Updating central workpaper file documents
* Setting up US workpaper PDF files
* Updating US client tracker
* Preparing engagement letters
* Downloading/uploading documents to/from Sharefile
* Providing support to Managers, Senior Managers and Partners as required
* Ad-hoc administration duties
The Client Support Administrator requires excellent communication skills and telephone manner. Organised and strong attention to detail.
Hours are 9.00am – 5.00pm. Benefits include medical and life insurance, enhanced sickness pay, pension and 31 days holiday in a complete holiday year.