Senior Client Administrator

2 weeks ago

United Kingdom AMS Accountants Group Full time

The Role

The role will see you join our Medical division and take an important role within our Client Administration Team. The day to day will involve supporting our clients in this sector, who differ significantly across the division but that do primarily operate under the same healthcare banner.

On top of any existing experience in a finance space you will also gain an understanding of the different aspects of administration required with accounting in practice. With multiple stakeholders such as HMRC, Companies House, Finance Providers and Mortgage Lenders alongside the usual regulatory compliance.

There will be a reliance on technology, but you will be supported to use your existing experience whilst learning from those around you about how different systems interact and how each process is to be completed. From there whether it’s taking on further responsibility or managing the team itself, the progression opportunities continue to be created in a positive environment that allows the staff to grow with the firm.

Who Are We?

Due to a sustained period of growth, generated from the success of our existing team, we are pleased to announce an opportunity for a Senior Client Administrator to join us in our Manchester City Centre office. This is a permanent role and for the right person the perfect development role with both exposure and progression limited only by your own individual abilities and commitment.

The team you will join forms part of the overall group that services a multitude of different people and businesses via the core six divisions we work from.

Over the past nine years there has been growth across all departments and with this the team has grown from twenty-five to almost 200 employees.

Despite this a friendly, sociable and feel-good environment is maintained and the specific team you will be joining has a young core with a can do attitude where all sides support each other.

With the everchanging accounting and tax landscape here in the UK the challenges we face on all fronts change every single day, so you will never be far from the chance to learn something new or let your existing abilities shine.

What You’ll Be Doing

  • The onboarding of new clients across the division. This will include issuing professional engagement letters, meeting our AML requirements, completing credit checks and adding each to our database thereafter. This is often the first time new clients see us in action so it’s vitally important to be organised and efficient here.
  • Liaising with other accountancy firms to obtain a timely handover of information for our clients so we can take over their affairs from engaging with us. Given our ongoing growth this is a regular and very important task. Also on the rare occasion where we disengage with a client you will also be required to facilitate a handover of our client information to a third party.
  • Supporting clients as a first responder wherever possible, or simply pointing them to one of the wider team, who will likely be better placed to support with any questions being asked. The key being to build trust and present confidence to our clients in the early stages when they may not have been allocated to one of the accounts team directly.
  • Existing client administration, liaising with HMRC and Companies House respectively to organise what’s required within given deadlines. By ensuring we update any changes to our clients details both timely and accurately it minimises any disruption for our clients directly.
  • Maintaining internal client databases to ensure the team are consistently accessing accurate information to support their roles with managing the clients directly. Proactively highlighting any errors and supporting the team wherever possible in this area.
  • Supporting the wider team with a variety of office administration tasks such as the preparation of generic letters and completion of forms and references as required, There will also be the distribution of the electronic post to the team and the need to be diligent and efficient with that task.
  • Supporting junior members of staff with their own workflow and deadlines to aid with their own progression and development with us. With this you should build on your own confidence and become a trusted member of the team.

Who We’d Like To Hear From

As our focus is always on you as an individual and your strengths nothing listed is essential but should be used as guide to what constitutes a solid foundation for this position:

  • Experience working in an office based role.
  • Experience in a client facing role, both verbal and written (not specific to accountancy).
  • Experience working in a finance-based role and liaising with government departments (preferred).
  • Experienced in managing multiple tasks and priorities on a day-to-day basis.
  • IT, communication and literacy skills.

What's On Offer

  • Performance related bonus
  • Birthday's off
  • Flexible working
  • Cycle to work scheme
  • Perkbox discounts
  • WPA health cash plan

AMS Group is committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity. We believe that diversity and equal opportunities are essential to our success and contribute to the innovation and creativity that drive our organisation forward.

We welcome applicants from all backgrounds, regardless of race, ethnicity, gender, sexual orientation, gender identity, age, religion, disability, or any other protected characteristic.

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