Posted: 16 June
The role
Your newpany
Working for a successful accountancy firm based in Newton Abbot that we have a long-standing relationship with.
This role is full-time permanent and is paying between £30k - £35k depending on experience.
Your new role
Carry out new client set-ups using Iris, Xero and AMLCC (training given), preparing and sending out paperwork to clientsCarry out Anti Money Laundering ID procedures using software for new and existing clients (training given)Carry out lost client proceduresChasing clients for any outstanding paperworkUpdating personal and corporate client listsCarry out client change of details proceduresSending out ad hoc letters and email shots to clientsSend out monthly end-of-year and end-of-year reminders to clientsSend out monthly CT payment reminders to clientAssist with filing of client'spany accounts and personal tax returns with HMRC andpanies HouseCreate quarterly MNA Newsletters using Publisher and send out to clientsSend out client satisfaction questionnaires and monitor repliesUpdatepany website with new info / conduct relevant annual website checksCheck reception literature is up to dateManage client Registered Offices, updating as necessarySet up HMRC Enquiry administration as and when we receive the enquiryManage confidential waste controlAssist clients with any queries, referring them on to team as appropriateTake client payments over the phone using a virtual payment portal (training provided)Assist colleague/provide cover for front of house, first point of contact for visiting clientsAssist colleague/provide cover for answering the main switch, and managing any VMs.Assist colleague/provide cover for preparation of refreshments for visiting clients if requiredEnsure outgoing post is franked and ready for collectionAssist colleague with managing the client records storage room, ensuring records are collected by clients.Create clients' Christmas e-cards and send outArrange Christmas staff party and other social events during the year with the socialmittee.What you'll need to succeed
Previous strong administration/ office manager experience.
5 years plus Admin background
Excellent use of Excel/ Microsoft packages
Excellent IT Skills
Dealing with clients professionally on the telephoneProfessional letter and email writingDatabase useDealing with clients face to face and front of housePersonable and sociable.What you'll get in return
Pension 4%
Free parking on site
Christmas office Closure - paid not taken from annual leave
Annual leave starts at 20 days plus bank holidays – goes up with tenure.
2 x duvet Fridays per year
Flexi time – can finish at on a Friday.
Lots more!
