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Client Co-ordination Assistant
1 week ago
Job Description (Office based Full-Time Position, 9 am-5 pm Monday to Friday)
Department:
Client Co-ordination Department
Job Title:
Client Co-ordination Assistant
Reporting to:
Client Co-ordination Manager
Responsible for:
Providing internal business services and advice to support colleagues in the delivery of their work, managing day-to-day operations to include managing telephone calls and welcoming clients, correspondence management, onboarding of new clients, effective database management, generating reports and handling ad hoc duties.
Main Purpose of the Job
To collaboratively work as part of a team, ensuring the Client Co-ordination Department delivers a professional and friendly service that supports both colleagues and clients, aligning with our core values.
_Key Tasks and Responsibilities _
Office Assistant Duties:
- Execute a range of tasks, to include managing telephone calls and welcoming clients with a friendly, caring and meticulous approach.
- Innovatively contribute to the development of streamlined office processes.
- Utilise solutionfocused thinking to address challenges in daytoday operations.
- Organise and maintain a tidy and efficient office environment.
Database Management:
- Carefully manage and update company databases with a keen eye for detail.
- Innovate database processes to ensure efficiency and accuracy.
Client Liaison:
- Onboarding new clients
- Establish and maintain positive relationships with clients, embodying a caring and client
- Innovatively find ways to enhance client communication and satisfaction.
External Coordination:
- Liaise with external entities such as Companies House, HMRC and Accountants with a solutionfocused mindset.
- Innovate external communication strategies to build lasting connections.
Project Support:
- Contribute to projects with a caring attitude, to provide logístical support.
- Bring results by ensuring projects are completed efficiently and effectively.
Personal Qualities
Customer Focus:
- Demonstrate a caring and customerfocused mindset to provide exceptional service.
Innovation:
- Think innovatively to improve processes, contribute ideas, and foster a culture of innovation within the team.
Solution Focus:
- Approach challenges with a solutionfocused mindset, seeking effective resolutions.
Building Connections:
- Foster connections within and outside the department, promoting collaboration and teamwork.
Results-Oriented:
- Bring results by efficiently managing tasks, projects, and responsibilities to achieve departmental goals.
Organisational Skills:
- Exhibit strong organisational skills and effective time management to handle multiple tasks efficiently.
Communication Skills:
- Possess excellent verbal and written communication skills, actively listening and responding effectively.
Team Player:
- Display enthusiasm and contribute positively as a team player within the client Co
Positive Attitude:
- Approach tasks with a positive and proactive mindset, contributing to a constructive work environment.
Computer Skills:
- Proficient in Microsoft Excel, Word and Outlook.
Essential Requirements:
- Previous experience working in an officebased role.
- Strong familiarity with office procedures and protocols.
- Excellent organisational and multitasking abilities.
- Proficiency in using standard office software and equipment.
- Exceptional communication skills, both written and verbal.
- Ability to work effectively in a team environment and independently when necessary.
Beneficial Experience:
- Previous experience working in an accountancy practice or similar financial environment.
This role provides an exciting opportunity to embody and promote our company values while contributing to the success of the Client Co-ordination Department.
Job Types:
Full-time, Permanent
Salary:
From £25,000.00 per year
Benefits:
- Additional leave
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Enhanced maternity leave
- Health & wellbeing programme
- Referral programme
Schedule:
- Monday to Friday
- No weekends
Education:
- GCSE or equivalent (preferred)
Experience:
Office Administrative: 1 year (required)
- Accountancy practice: 1 year (preferred)
Language:
- English (required)
Ability to Commute:
- Woodford Green (required)
Work Location:
In person
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