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Main Purporse of role
This is a pivotal role in the support and development of our business. Working closely with the partners, managers, and members of the team, you will provide support to them on a range of activities from client liaison, coordinating project activities, administration, compliance, and support.
Client Service
- Managing and maintaining a professional and welcoming environment, organising meetings and hospitality, maintaining records, setting up new clients on our systems and running compliance procedures such as anti-money laundering. Managing client documentation using a variety of bespoke software packages.
- Helping to manage the client cycle from set-up of new clients to submission of final accounts to Companies House and HMRC. Working with portfolio holders and completing all client procedures and related company secretarial services, management of client critical deadlines.
- Company secretarial services performed for our clients include filing of company confirmation statements, dividend vouchers, company details changes and directorship changes.
Office Support
- Copying, scanning, binding, electronic document filing, compiling standard letters for Companies House and bound accounts to clients.
- Providing cover when secretarial support is unavailable, receiving and sorting incoming mail and managing all outgoing post and packages utilising the most appropriate means including scanning documents into our electronic document management system
- Electronic filing of accounts and tax returns
- Responsible for arranging internal and external meetings
- Assisting the billing process by sending invoices
- Answering the telephone and dealing with queries from both clients and staff
- Liaising with other teams such as the facilities team, the database team in terms of keeping client information up to date and processing anti-money laundering information, and the marketing team in terms of the administration of business development mailings and events.
Potential to undertake other tasks and projects as appropriate
Essential experience
- Working in a customer facing role
- The ability to work both independently using own initiative and as a key member of a wider team
- Working in an administrative role
- Dealing with internal and external client matters
- Reporting to and working with a management team
- Microsoft packages, including Excel, internet, email and computerised packages and ability to pick up internal systems quickly
