Title: Client Services Administrator
Location: Birmingham B7
Salary: Up to £26,000 per annum
Job Type: Full Time
We are recruiting on behalf of a well-established accountancy practice seeking a highly organized and proactive Administrative Assistant / Client Services Administrator. The role involves supporting the smooth operation of the office, assisting with client onboarding, maintaining accurate records, and providing essential administrative support to the team. The ideal candidate will have prior experience in an accountancy practice or professional services environment and be confident working in a fast-paced office.
Key Responsibilities:
. Preparing new client forms.
. Onboarding of new clients and liaising with Client Managers to ensure all documentation is correct.
. Maintaining client records and filing of documents in respective client files
. Inbox and diary management.
. Billing administration and assisting with credit control.
. Maintain office supplies and inventory including ordering, receiving
. Maintain office filing system including scanning, filing, and organizing documents daily.
. Manage all incoming mail and packages for all departments including shipping/receiving, labelling, and distribution as needed.
. Assist with filing/referral of all documents in the office filing system daily or as needed based on departmental needs.
. Typing Letters, reports and professional documents
. Assist with filing statutory documents with Companies House and HMRC
. Providing administrative support to the team
. Meeting, greeting and liaising with clients
. Managing an effective and efficient filing system
. Managing client records on the firm's database software
. Other ad hoc general administrative tasks
Attributes, Requirements, Skills:
. Experience with IRIS, XERO and other accountancy software beneficial
. Must be able to work in a fast-paced environment.
. Must have excellent organizational skills and attention to detail.
. Must be comfortable with technology (i.e., Microsoft Outlook, Excel, Word).
. Must be able to work in a team environment and provide support to other employees as needed.
. Must be able to work independently and prioritize tasks accordingly.
. Ability to interact with stakeholders at all levels.
. Discretion when dealing with confidential information in all aspects of work.
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