Accounts and Client Experience Coordinator

3 days ago

Morley, United Kingdom Northern Accountants Ltd Full time

Company Description

Northern Accountants is an award-winning digital accountant's based in Morley, Leeds with offices in Beverley and Edinburgh. Our aim as a business is to offer exceptional service to our clients, and a progressive and values-driven working environment which is supported by our well-documented EVP promise to our team


ROLE OVERVIEW

The Accounts and Client Experience Coordinator role is an exciting opportunity to work with Northern Accountant clients to ensure they experience exceptional service levels with every interaction. This role involves a high degree of client interaction and support as you will work with clients at all stages of their NA Experience.


Your role will be balanced between providing accounts administrative support to enable effective and efficient delivery of service and delivering an outstanding ‘front of house’ experience. You will also provide administrative support to our Client Managers, Senior Client Managers and Directors to ensure effective meeting coordination.   


KEY RESPONSIBILITIES 

The following is a list of the key areas and supporting activities that provide a broad framework of the role and outline the expectations and technical ability required. 


Onboarding Administration Support

Supporting the Onboarding team is a varied role that will be driven by board management and the Head of Client Transition. Core to this role are the following activities;


  • Client Registrations
  • Managing Authorisations
  • Onboarding Data entry responsibilities 
  • Data integrity
  • Basic EWO delivery 
  • Bookkeeping/accounting support for the transition of clients from the onboarding project.


Accountants Administration Support

In order to meet our commitment of delivering a comprehensive Finance Function to each internal client, it is critical that we have a robust Monthly process that delivers the highest quality of financial information and on time.  A key part of your role will be the responsibility  for preparing;


  • UK based bookkeeping
  • Payments Runs for UK-based bookkeeping clients
  • VAT Returns for UK-based bookkeeping clients
  • CIS for UK-based bookkeeping clients
  • Month End Production for UK-based bookkeeping clients


Resource Management

Ensure that the relevant internal and 3rd party resources are managed effectively by ensuring;


  • Produced accounts are reviewed and signed off
  • Prioritising workloads, responding to queries and identifying training requirements
  • Defining working paper requirements
  • Chairing and being present at the relevant senior team meeting


Xero Support

As a Platinum partner with Xero, our business is built around cloud-based accounting technology that harnesses the opportunities that Xero provides. Following an internal training program, a key element of the role is to ensure that clients receive all the training and support they require to ensure they maximize the software that they use and/or are able to extract the information they require.


Client Experience

Another key aspect of the role is to ensure clients always receive a warm and professional welcome and experience. It is also important to recognise the importance of our relationships with all Northern Accountants clients on an ongoing basis. Examples of how we look to achieve this are as follows;


  • Welcoming visitors and ensuring they have a warm experience 
  • Preparing meeting rooms and ensuring a consistent presentation
  • Ensuring visitors are looked after and meetings are supplied with regular refreshments
  • Managing car parking allocations


Meeting Management

Ensure all aspects of arranging client meetings are managed efficiently and professionally with the focus on providing the highest levels of customer service and experience. The following are key elements of delivering this function;


  • Contacting clients and arranging meetings
  • Managing meeting reminders


Office Administration

This role is responsible for activities that help the business achieve its goals. Examples of these activity areas are as follows; 


  • Managing phone systems 
  • Managing post
  • Contacting clients for documents and/or access information
  • General Project support
  • General Purchasing and Replenishment 
  • Ensuring offices are kept to a reasonable standard of housekeeping


Key Skills

Bookkeeping experience

AAT Level 4 or QBE and Xero proficiency.

Strong communication, organisational, and client-facing skills.


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