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Administrative Assistant
1 month ago
Location: Bromsgrove
Department: Administration
Overall PurposeThe Bromsgrove office specialises in supporting Foster carers and Shared Lives carers by providing two services:
- A free telephone advice line to circa 30,000 household throughout the UK-call volumes vary from 30 or so per day in quiet periods to 100-120 in the busy period (November -January)
- A tax return preparation service for paying clients (currently circa 4000 clients)
The department has 7 staff -2 administrators and 5 technical staff
Brief Job DescriptionReporting to the senior administrator who will allocate tasks and priorities on a daily basis .
The functions within the role are :
- Dealing with all incoming and outgoing post -recording post in the incoming and outgoing post logs and ensuring original documents are returned to clients
- Scanning documents onto the computer system and filing in the correct PDF
- Preparation of processing documents and allocation of tax paperwork to technical case workers
- Managing the generic e-mail box for the department -allocating incoming mail to the correct staff member or responding to the e-mail
- Answering incoming calls and logging details on the call log
- Managing voicemails -listening to them and entering the details on the call log
- Processing new client paperwork. Setting up the client on CCH and sending the relevant paperwork to clients for signature -following up the paperwork if it is not received
- Dealing with AMLS( anti money laundering ) checks
- Using HMRC software to request authorisation codes and file tax returns
- Taking payments from clients over the phone
- Management of the departments programme of webinars and attending the webinars (we do 2 a month )
KEY SKILLS
- Excellent people skills -particularly over the phone
- The ability to do repetitive process driven tasks quickly and accurately
- Attention to detail
TECHNICAL SKILLS
A good working knowledge of :
- Excel
- Microsoft office
- Microsoft Teams
- CCH accounting software(preferred but not required)
- At BK Plus, inclusion and diversity are central to our values. We have an authentic focus on inclusion, enabling our people to feel they can bring their whole self to work and ensuring everyone feels supported, respected and confident to make a valuable contribution to our company and to our clients.
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