Working for a successful accountancy firm based in Newton Abbot that we have a long-standing relationship with.
This role is full-time permanent and is paying between £30k - £35k depending on experience.
Your new role
Carry out new client set-ups using Iris, Xero and AMLCC (training given), preparing and sending out paperwork to clients
Carry out Anti Money Laundering ID procedures using software for new and existing clients (training given)
Carry out lost client procedures
Chasing clients for any outstanding paperwork
Updating personal and corporate client lists
Carry out client change of details procedures
Sending out ad hoc letters and email shots to clients
Send out monthly end-of-year and end-of-year reminders to clients
Send out monthly CT payment reminders to client
Assist with filing of client's company accounts and personal tax returns with HMRC and Companies House
Create quarterly MNA Newsletters using Publisher and send out to clients
Send out client satisfaction questionnaires and monitor replies
Update Company website with new info / conduct relevant annual website checks
Check reception literature is up to date
Manage client Registered Offices, updating as necessary
Set up HMRC Enquiry administration as and when we receive the enquiry
Manage confidential waste control
Assist clients with any queries, referring them on to team as appropriate
Take client payments over the phone using a virtual payment portal (training provided)
Assist colleague/provide cover for front of house, first point of contact for visiting clients
Assist colleague/provide cover for answering the main switch, and managing any VMs.
Assist colleague/provide cover for preparation of refreshments for visiting clients if required
Ensure outgoing post is franked and ready for collection
Assist colleague with managing the client records storage room, ensuring records are collected by clients.
Create clients' Christmas e-cards and send out
Arrange Christmas staff party and other social events during the year with the social committee.What you'll need to succeed
Previous strong administration/ office manager experience.
5 years plus Admin background
Excellent use of Excel/ Microsoft packages
Excellent IT Skills
Dealing with clients professionally on the telephone
Professional letter and email writing
Database use
Dealing with clients face to face and front of house
Personable and sociable.
What you'll get in return
Pension 4%
Free parking on site
Christmas office Closure - paid not taken from annual leave
Annual leave starts at 20 days plus bank holidays - goes up with tenure.
2 x duvet Fridays per year
Flexi time - can finish at 1.30pm on a Friday.
Lots more!
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
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Salary description
£30000.00 - £35000.00 per year