Client Account Administrator

2 weeks ago


Banbury, United Kingdom Kentfield Private Finance Full time

**Position Overview**:
**Your Roles and Responsibilities**:

- Data input for new and existing deals on mortgage software
- Create new customer files by preparing documentation for scanning, entry into the system and proper storage
- Perform a variety of administrative duties, such as generating and distributing memos, letters, spreadsheets, forms, and sorting and distributing incoming mail
- Preparing and sending invoices for client deals
- Handle and make calls with clients, solicitors and other professionals
- Coordinating and managing appointments, meetings and the conference room schedule in order to prevent duplicate bookings
- Manage travel arrangements for consultants where required
- Overseeing the maintenance of office facilities and equipment

**Your Skills and Experience**:

- 2 or more years’ office administration experience
- Comfortable handling confidential information
- Strong organisational skills
- Outstanding abilities to communicate in person, in writing and over the phone
- Multi-tasking and time-management skills, with the ability to prioritise tasks

**Your Behaviours and Competencies**:

- Organisational skills and good time management, with the ability to prioritise tasks
- Comfortable using own initiative if required
- Excellent ability to communicate in person, in writing and over the phone
- Attention to detail
- Self-motivator with a 'can do’ attitude
- Structured, enthusiastic, flexible and committed to individual, team and business goals

**Job Types**: Full-time, Permanent

Pay: £24,000.00 per year

**Benefits**:

- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Performance bonus

**Experience**:

- Office Administrator: 2 years (required)
- Account management: 1 year (required)

**Language**:

- English (required)

Licence/Certification:

- Driving Licence (required)

Work authorisation:

- United Kingdom (required)

Work Location: In person

Reference ID: Client and Office Administrator


  • Accounts Assistant

    4 weeks ago


    Banbury, United Kingdom Cameo Consultancy Full time

    As the Accounts Assistant/Office Administrator your primary focus is to provide in house accounts assistant support, whilst also supporting with office administration across the business. This role is offered on a permanent full time or part time flexibility,Monday to Friday. **As the Accounts Assistant/Office Administrator you'll be responsible for**: -...

  • Trainee Accountant

    4 weeks ago


    Banbury, United Kingdom Ellacotts Full time

    **Location**: Banbury - **Earnings**: Salary starting at £24,000 depending on experience **Ellacotts **has an exciting opportunity for a **PA/Administrator **to join our team based in **Banbury**. **You will join us on a **full time **basis (37.5 hr per week) and in return, you will receive a** competitive salary plus great company benefits!** **About...


  • Banbury, United Kingdom Ellacotts LLP Full time

    **Ellacotts **has an exciting opportunity for a **Reception **Administrator **to join our team based in **Banbury**. **You will join us on a **full time **basis (40 hr per week) and in return, you will receive a** competitive salary plus great company benefits!** **About us**: Ellacotts is one of the fastest growing independent accounting and business...


  • Banbury, United Kingdom Ellacotts Full time

    **Location**: Banbury, Oxfordshire, United Kingdom - **Earnings**: £23000.00 to £26000.00 **Ellacotts **has an exciting opportunity for a **Reception **Administrator **to join our team based in **Banbury**. **You will join us on a **full time **basis (40 hr per week) and in return, you will receive a** competitive salary plus great company...

  • Administrator

    4 weeks ago


    Banbury, United Kingdom Cameo Consultancy Full time

    We are looking for a professional, **Administrator**, with confident communication skills, along with strong customer service and administration skills, to join this fast paced team. As **Administrator** you will be joining a local, established business, on a full time, permanent basis working on site in Banbury. Your prime role will be to ensure orders are...


  • Banbury, United Kingdom The OCM Group Limited Full time

    The OCM is proud to be one of the most respected professional coaching and mentoring firms delivering a diverse range of services to our clients. This role will be part of the Business Support Team, working to support Account Managers with the development and delivery of work and the effective management of that work. Due to the growth of the business this...

  • Trainee Accountant

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom Ellacotts Full time

    Location: Banbury- Earnings: Salary starting at £24,000 depending on experienceEllacotts has an exciting opportunity for a PA/Administrator to join our team based in Banbury. You will join us on a full time basis (37.5 hr per week) and in return, you will receive a competitive salary plus great company benefits**About us:Ellacotts is one of the fastest...


  • Banbury, United Kingdom The OCM Group Limited Full time

    The OCM is proud to be one of the most respected professional coaching and mentoring firms delivering a diverse range of services to our clients. This role will be part of the Business Support Team, working to support Account Managers with the development and delivery of work and the effective management of that work. Due to the growth of the business this...

  • Accounts Assistant

    1 week ago


    Banbury, United Kingdom JM&Co. Recruitment Ltd. Full time

    ** FULL TIME or PART TIME** - Our client, a successful and well-respected international company, is seeking an ** _**Accounts and Administration Assistant **_** to join their small team located between Brackley and Banbury._ Key responsibilities for the Accounts and Administration Assistant position: - Sales order entry/supplier invoice entry and general...

  • Administrator

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom Cameo Consultancy Full time

    We are looking for a professional, Administrator, with confident communication skills, along with strong customer service and administration skills, to join this fast paced team. As Administrator you will be joining a local, established business, on a full time, permanent basis working on site in Banbury. Your prime role will be to ensure orders are...

  • Ifa Administrator

    4 weeks ago


    Banbury, United Kingdom Ortus PSR Full time

    Are you passionate about financial planning and looking to grow your career in a supportive and dynamic environment? Look no further! We are working with thriving IFA practice located in Banbury, catering to the holistic financial planning needs of UHNW (Ultra High Net Worth) clients. As they continue to expand, we are seeking a talented IFA Administrator to...

  • Data Administrator

    2 weeks ago


    Banbury, United Kingdom Plus One Personnel Full time

    Data Administrator Job Details **Sector**: Accountancy & Finance **Location**: Banbury, Oxfordshire **Type**: Permanent **Salary**: £24000 - £26000 per annum **Reference**: 6030_1675091799 Our client is a well-established company based in Chipping Warden. They are a customer driven organisation who provide exceptional bespoke, premium services...


  • Banbury, United Kingdom The OCM Group Limited Full time

    **About Us** The OCM is proud to be one of the most respected professional coaching and mentoring firms delivering a diverse range of services to our clients. This role will be part of the Business Support Team, working to support Account Managers with the development and delivery of work and the effective management of that work. Due to the growth of the...


  • Banbury, United Kingdom ASD Recruit Ltd Full time

    **Our Client **has an exciting opportunity for a **PA/Practice Administrator **to join the team based in **Banbury. **You will join them on a **full time **basis (37.5 hr per week) and in return, you will receive a **competitive salary plus great company benefits!** **The PA/Practice Administrator role** To provide a full administrative support to...

  • Ifa Administrator

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom Ortus PSR Full time

    Are you passionate about financial planning and looking to grow your career in a supportive and dynamic environment? Look no further We are working with thriving IFA practice located in Banbury, catering to the holistic financial planning needs of UHNW (Ultra High Net Worth) clients. As they continue to expand, we are seeking a talented IFA Administrator to...


  • Banbury, Oxfordshire, United Kingdom Plus One Recruitment Full time

    *** TEMPORARY ROLE TO COMMENCE ASAP ***Our rurally-based client near to Banbury, are looking to recruit an experienced office administrator on a temporary basis, to help their small team for the next couple of months.General duties will include; Taking orders over the telephone and by email, processing orders on their CRM system. Booking deliveries for...


  • Banbury, United Kingdom Plus One Personnel Full time

    Temporary Accounts Executive Job Details **Sector**: Admin & Secretarial **Location**: Banbury, Oxfordshire **Type**: Permanent **Salary**: £12 to £13 **Reference**: 273504 **Please Note: this is a temporary role, with the expected duration being 3 weeks. Due to the nature of the role, you would need to be able to drive and have your...

  • Trainee Accountant

    4 weeks ago


    Banbury, United Kingdom Cameo Consultancy Full time

    Due to further growth and success, we are delighted to offer this progressive training opportunity for an individual who is looking for a career in accountancy. As the Trainee Accountant you will be joining this genuine, kind and considered family business,where the team are close, and the environment is warm and friendly. If you are keen on kick starting...

  • Client Manager

    4 weeks ago


    Banbury, United Kingdom Reed Full time

    REED Practice are currently working with a client that is a top 30 accountancy firm. They are seeking a client manager to join their growing team. Responsibilities and Duties for this role : Managing a key portfolio of clients: leading client meetings, advising clients, rapid responses to client queriesNurturing and development of relationships with new...

  • Client Manager

    4 weeks ago


    Banbury, Oxfordshire, United Kingdom Reed Full time

    REED Practice are currently working with a client that is a top 30 accountancy firm. They are seeking a client manager to join their growing team. Responsibilities and Duties for this role : Managing a key portfolio of clients: leading client meetings, advising clients, rapid responses to client queriesNurturing and development of relationships with new and...