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Client Services Administrator

3 months ago

Guildford, Surrey, United Kingdom KennedyPearce Consulting Full time
Our client, a Professional Services firm, are looking for a Client Services Administrator to join their team. As the Client services Administrator, you will support the team with general administration duties.

Key responsibilities:

  • Telephone answering
  • Opening and scanning post, dealing with any open items and passing to relevant person
  • Organising diaries
  • Dealing with suppliers and ordering stationery
  • Welcoming clients and organising tea/coffee etc for meetings
  • Dealing with couriers and sending out post
  • Contacting IT support / landlord agents to deal with any office related issues
  • Keep marketing lists up to date
  • Assisting with social media
  • Liaising with HMRC for client related tasks
  • Updating central workpaper file documents
  • Setting up US workpaper PDF files
  • Updating client tracker
  • Preparing engagement letters
  • Downloading clients' documents from ShareFile
  • New client set up

Skills and experience:

  • Proven experience within a client services/ administrative role
  • Excellent communication skills, both written and verbally
  • Previous experience completing client checks through HMRC would be an advantage