Client Support Administrator

1 week ago


Guildford, United Kingdom KennedyPearce Consulting Full time

Our Client seeks a **Client Support Administrator** to provide support to the team for individual / private client and tax compliance services, liaising with tax authorities, overseas partner firms and clients daily.

**Duties of the Client Support Administrator include**:

- Opening and scanning post, dealing with any open items, and passing to relevant person
- Answering the telephone
- 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
- Calling HMRC for tasks including
- Managing UTR list / HMRC Agent Portal
- Administration of CCH and Client Portal
- Client ID checks / use of Veriphy software
- Issue professional clearance letters
- Completion of engagement letters for new clients
- Dealing with overseas offices regarding fee quotes
- Maintaining overseas office contact lists
- Assisting with conferences / seminars
- Obtaining foreign exchange rates
- Simple calculations
- Short term business visitor reporting
- Setting up US workpaper PDF files
- Ad-hoc duties


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