ROLE PROFILE Office Administrator Role Purpose To provide an effective and efficient administration and support service to Partners, Managers and Directors Role Dimensions Reports to: Administration Manager Direct Reports: None Working Pattern: Office based -5 days a week Location: Taunton KeyCompetencies Client Service Supports the delivery of high quality client service (internally and externally) Builds effective internal and external client relationships Builds great peer level relationships Inputs to project management support, such as KYC forms, budgeting, billing etc Meets team specific performance targets, such as chargeable hours and job budgets Business Development Proactively contributes to business development (e.g. activity on social media, spotting opportunities with existing clients to cross refer) Builds internal network Knowledge Acquisition Builds professional knowledge through training Applies professional knowledge to client service Undertakes appropriate skills training Grows knowledge of Monahans our clients and markets Understands the wider commercial environment People and Leadership Behaves in accordance with Monahans’ values Demonstrates strong team working skills Supports new team members Communicates effectively with senior colleagues Develops personal brand (how do others perceive you?What are you known for? Specific Duties and Responsibilities. Producing a range of documents including letters, reports, schedules and accounts, prioritising the requirements to meet the agreed deadlines Meeting and greeting Visitors to the Taunton office Timely scanning of incoming post, tax working papers, documents for Iris Resourcing, IPS and Workiro (document management system). To interrogate the Iris database and IPS (Insolvency Software) and produce standard letters as required Ensuring chargeable work is completed within the agreed budget and billed on time Timely scanning of incoming post, tax working papers, documents for Iris Resourcing etc. Perform archive file scanning as required to ensure unscanned files are kept to a minimum To interrogate the Iris database and produce standard letters as required Electronically file documents with HMRC or other authorities as requested Updating of practice management data as required Administration of various Company Secretarial tasks Accurately and timely updated the Iris database as required Proactively comment on systems and procedures to identify procedural changes that will enhance efficiency To organise archive retrieval of files for internal customers Organisation of incoming and outgoing courier items Controlling client records ensuring these are listed when delivered and returned promptly. Organising events and functions including arranging the facilities, lunches, equipment, refreshments and invitations ensuring that the event runs smoothly and within agreed budget. Oversee the meeting rooms to ensure they are maintained to a high standard