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 #LI-LM8
