We are looking for an organised and conscientious candidate to join our Administration Team. You will be one of two admin personnel working in a busy, fast paced environment.
This is an office based role and you will be required to work at our NewtonAbbot office.
The candidate would be involved in the following work:-
- 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 AMLCC 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 accounts 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
- Manage quarterly change of passwords for HMRC Government Gateway
- 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
- Liaise with HMRC as and when necessary
- Assist clients with any queries, referring them on to team as appropriate
- Take client payments over the phone using 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 main switch, 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 in managing client records storage room, ensuring records are collected by clients
- Create clients' Christmas e-cards and sent out
- Arrange Christmas staff party and other social events during the year with the social committee
- Any other ad hoc projects which may be allocated to you to suit the needs of the business