To provide a full Administration Support service to the accountancy services division within the Ferndown office. Also to provide cover for other members of the admin support team as required.
Administration Support The key responsibilities for the Administration Support role are:
Answering external phone calls
Checking answer machine messages and distributing
Preparing draft proposals for clients and ensuring terms included and up to date
Have a thorough understanding of work flow throughout the accountancy services division
Have knowledge of software platforms used by the accountancy teams
Undertake new client take on in accordance with the company procedures and compliance with anti money laundering procedures
Maintenance of clients details on IRIS/Karbon/PI Database
Provide support to other administrators.
Starting Immediately|Fast growing Business
The successful candidate for the Administration Support role is someone with the following:
Experience of a professional services environment
Full knowledge of Microsoft Office and database management, specifically excel.
Team player, able to work as part of a team
Attention to detail and has high standards of accuracy
Ability to keep to strict deadlines and deliver against agreed timescales
Ability to multi task
Good communication skills (Written and Verbal)
Good organisation skills
Ability to use own initiative and a willingness to problem solve.
Good general education to at least A Level standard
Our client specialises in providing a wide range of services tailored to meet the needs of their private clients and wealthy individuals. Their private client service combines the expertise of taxation and trusts team with comprehensive personal financial planning advice.
The candidate for the Administration Support role will receive:
Competitive salary
Permanent position
Benefits package
Pension