My Client in the financial sector is seeking an experienced full-time administrative assistant to join the firm. The role is a permanent role and would suit an individual who can work well independently but enjoys working as part of a team. If you have 3+ years working in an administration based role please apply directly or send your CV to [email protected]
General Role
The successful candidate will be assisting two Chartered Tax Advisors, helping to manage their client workload, with a focus on client service.
* Review, categorise, prioritise and distribute incoming client correspondence. Assist
clients where possible, so that the query is dealt with at point of initial contact
* Ensure client files are progressing appropriately by liaising with the relevant individuals
within the firm, with a focus on client service
* Answering the phone, directing queries to the relevant person, taking messages
* Diary management
* Assisting other staff
Responsibilities include, but are not limited to:
* Managing 2 professional's email inboxes, ensuring correspondence is saved to the
relevant area, and responded to within a timely manner
* Answer telephone, screen and direct calls
* Take and relay messages, or if possible, deal with query while on the call
* Schedule meetings and send meeting confirmations
* Opening new files
* Managing AML (anti money laundering) on client files
* Data entry on case management system
* Manage e-meetings (via Zoom) and greet clients for any onsite meetings
* Support professionals during any onsite meetings (refreshments, scanning etc)
* Ad hoc tasks where required
Key Competencies
* Minimum 3 years' experience in a professional office environment
* Excellent communication skills, both written and verbal
* High level of attention to detail in reviewing documents and correspondence
* Initiative and reliability
* Capable of managing multiple tasks and meeting deadlines
* Typing speed of 40-50 wpm minimum
* Strong IT and system skills, experience with Excel, Word and Outlook desirable
* Strong work ethic and professional demeanour
* Ability to work collaboratively as part of a team, while also being proactive and self motivated
* Experience with the Practice Evolve package (or similar) is preferable but not essential
CplOS25