You will manage a portfolio of clients and deal with all aspects of the administration from take on to liquidation, including FATCA and CRS requirements, regular reviews, statutory work and bank payments as well as client contact by telephone, email and letter
This is an office based position; 9am to 5.15pm at the premises.
You will ensure service quality and timely delivery by regularly contacting with clients in order to achieve operational excellence and build long -term business relationships
Any onboardings or closedowns you are made responsible for are to be completed promptly. Where you are assisting in the onboarding or closedown of an entity, this is to be prioritised as urgent
You will support the board and take corrective measures where needed in order to meet financial targets, e.g. raise time spent invoices where administration carried out is outside of the fixed fee agreement
You will be aware, execute and ensure adherence of applicable policies, procedures and internal controls
You will constantly take measures to improve accounts receivable where possible in order to assist the MD to meet financial targets
You will liaise with the accounts preparation teams and answer any queries raised promptly, ensure the accounts preparation team have everything they need in order to prepare financial statements in order to prepare tax returns etc. Arrange for accounts to be signed, minuted and filed (if applicable) once received
You will use diary prompts to make sure that all outstanding matters are regularly chased and / or actioned. Keep on top of filing, shredding, scanning etc. and all client matters
You will follow existing work standards, procedures and systems in order to optimise work processes and ensure service quality. Complete timesheets on a weekly basis and submit prior to 11am Monday of the following week
Qualifications
You have at least 3 years of relevant industry experience
You pay close attention to detail
You are committed to prioritising excellent client service; ensure client information is shared in a timely manner plan & prioritise the achievement of agreed deadlines, with regular reviews of progress
You know how to adapt to changing demands and responsibilities of the role
You are highly organised and are able to work successfully by yourself or within the team
You are highly proficient with Microsoft Applications
You can display a can do attitude and are an excellent communicator