An exciting opportunity has arisen to join a highly successful accountancy firm based in North Wales and the Northwest of England. The company have over 15 locations in this region.
The role will be busy and varied, overseeing a Team of Graduate and Trainee Accountants/Bookkeepers and monitoring workflow.
You will monitor and oversee a CRM system which will track the following:-
1. Monitor Workflow
2. Deal with complaints
3. Monitor Flow of Information
4. Monitoring Targets
5. Some HR duties such as monitoring holidays/sickness
6. Overseeing training budget/CPD’s
7. Note Taking
8. Chasing up on projects
9. Overseeing the recruitment workflow liaising with the external agent
10. Predicting future issues
11. Pre-empting planning strategy alongside management team
12. Health & Safety
Using the CRM you will oversee Reports on the following:-
13. Credit Control
14. Client Communications
15. Phone Calls
16. Letters
17. Targets
18. Production Rates
19. Scheduling Holidays
20. Contracts
21. Assisting with Payroll
You will also have the opportunity to develop with CPD qualifications in areas of interest, to develop your career for your benefit and that of the business.
An exciting opportunity has arisen to join a highly successful accountancy firm based in North Wales and the Northwest of England. The company have over 15 locations in this region.