Job Description
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:
1. To provide full administrative support to the team
2. Providing excellent telephone customer service
3. Onboarding of clients on to our systems including carrying out AML checks
4. To maintain client’s data including addresses on CCH, databases, and portals
5. Dealing with daily post, scanning, and saving and distributing to relevant team member
6. Maintaining and reviewing clients online accounts with HMRC
7. Maintaining client trackers
8. Preparing standard HMRC letters
9. Packaging and uploading of tax returns and any other documents to client portals.
10. To assist with any other administrative and/or client work as and when required
11. Printing returns and preparing letters/packaging
12. New client set up.
13. Updating central workpaper file documents
14. Setting up US workpaper PDF files
15. Updating US client tracker
16. Preparing engagement letters
17. Downloading/uploading documents to/from Sharefile
18. Providing su...