Client Operations Administrator - Leeds - Finance and Accounting Experience
Job Reference: AH- #LI-AH1
Location: Leeds, UK
Function: Business Services
Status: Full Time
Job Type: Permanent
About the Team:
The Client Operations Administrator will provide a fundamental service to fee earners across the business, as part of the newly created Client Operations Team which sits within Business Services (Newmark GE Services LLP). The new team will oversee, manage and action all firmwide onboarding and invoicing across rating, advisory/consultancy and agency/transactional services. This role will have a firmwide remit and in time may become a SME in a particular work type.
Main Responsibilities:
1. Ensure all invoices are drafted and finalised in a timely manner.
2. Ensure all jobs are added to the client management system within 7 days of instruction.
3. Support the Client Operations Team Leaders & Manager by ensuring work is completed to a high standard.
4. Support Team Leader by following up with fee earners and advising on expectations, requirements and process for onboarding and invoicing.
5. Ensure you remain compliant for internal and external audits.
6. Deliver a positive experience to the business during the onboarding and invoicing phase.
7. Ensure you maintain regular communication with our compliance team to support the onboarding process.
8. Supporting the credit and re-issue process.
About You:
1. Excellent knowledge of the firm’s systems or equivalent systems.
2. Excellent communication skills.
3. Ability to follow the onboarding process from start to finish.
4. Ability to liaise with all levels across the business.
5. Highly organised with the ability to manage your time.
6. A high level of attention to detail and comfortable working within processes.
About Gerald Eve LLP:
Gerald Eve is a firm of chartered surveyors and property consultants based in the UK, operating from nine national offices with over 600 professionals. As a Newmark company, we offer expansive reach through a global platform. We provide independent, intelligent and relevant advice based on detailed market knowledge and sector understanding. Our expertise covers capital markets, planning and development, valuation, corporate real estate advisory, asset management, lease consultancy, building consultancy, property management and business rates services.
What Sets Us Apart:
Our values define our culture: Trust and Integrity, Respect, Friendliness and Excellence. Our ESG commitments include our dedication to moving beyond net zero carbon and becoming carbon negative for all our operations and business travel by 2030. Our Diversity approach is central to the business, championed by our Senior Partner.
What is it Like to Work at Gerald Eve?
Most new joiners to Gerald Eve remark on the friendly welcome they receive from colleagues. From lunch-time yoga and pilates classes to pro bono and charity work, we strive to strike the right balance between work and social activities.
Salary and Benefits:
1. Salary: competitive based on market and professional experience.
2. 26 days’ holiday per year, plus Bank Holidays and extra days at Christmas and New Year.
3. Pension – We match your contributions up to 8% (after initial probationary period).
4. 26 weeks full maternity pay.
5. 6 weeks full paternity pay.
6. Private Medical Insurance with Vitality.
7. 1 paid volunteering day per year.
8. Performance related staff profit share scheme.
9. Wellbeing allowance for physical or mental wellbeing activities.
10. Access to Peppy for health support.
11. Critical Illness Cover - Employee paid scheme offered at a competitive rate.
12. Dental Insurance (self-funded).
13. Interest Free Season Ticket Loan.
14. Interest Free Rental Deposit Loan.
15. Group income protection scheme.
Ref #LI-AH1
#J-18808-Ljbffr