Department: Secretarial
Employment Type: Permanent - Full Time
Location: St Albans
Compensation: £30,000 - £35,000 / year
Description
To deliver professional secretarial and administration support to the Directors and Managers of the Tax team.
Key Responsibilities
1. Client creation / Anti-Money Laundering procedures - preparing of Letters of Engagement, client set-up forms and other documentation
2. Preparing and sending Professional Clearance Letters
3. Proof reading and formatting documents including reports and PowerPoint presentations
4. Arranging meetings and booking meeting rooms
5. Ad hoc client correspondence
6. Scanning and filing client records/files, archiving where necessary.
7. Managing monthly billing reports and prospective client lists, including sending bills
8. Other administration tasks required by the Tax team
9. Working collaboratively with the other members of the secretarial team to ensure the administrative needs of the St. Albans office are met
Skills, Knowledge and Expertise
1. Experience in a similar role.
2. Pro-active and ability to work on own initiative.
3. Accuracy and the ability to communicate discreetly with certain clients and individuals
4. Effective organisational skills and ability to manage own workload.
5. A desire to take an interest in the clients and business.
6. Flexible and adaptable approach to work.
7. Advanced level knowledge of MS Office packages incl. Word, Excel, Outlook and PowerPoint.
8. A Level or equivalent with a minimum Grade B in English at GCSE or equivalent.
9. Familiar with typing and formatting reports incl. tables and spreadsheets.
10. Strong oral and written communication skills.
11. Have a professional telephone manner.
12. Experience of working within a Professional Services organisation is desirable, but not essential.
13. Strong team player but also the ability to work independently and use initiative.
Benefits
1. 25 days annual leave plus three days off at Christmas
2. Option to buy/sell additional days
3. Hybrid Working
4. Life cover
5. Critical Illness cover
6. Income protection
7. Pension Scheme
8. Wellbeing support, including generous absence pay, access to Digicare+ and an Employee Assistance Programme
9. Weddings & birth vouchers
10. Loyalty awards
11. Employee & client referral awards
12. Professional subscriptions
13. Salary reviews twice a year
14. Community volunteer scheme
15. Fundraising matching
16. Perkbox
17. Eye Tests
18. Cycle to work
A wide range of flexible benefits, including interest free loans for:
1. Health Assessments
2. Dental
3. Gym memberships
4. Cancer screening
5. Genetic wellness tests
6. Phones, laptops, tablets and computers
7. Wearables
8. Office furniture
9. Cycle insurance
10. Pet insurance
11. Will writing
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