Practice Administrator
5 months ago
**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 designated departments and assist others as required. Provide PA assistance to designated Partners. In addition, support the internal practice administration team through involvement with Purchase and Sales Ledger and to assist with the management accounts function where needed
**Responsibilities**
**PA Role**
- PA responsibilities to designated Partners providing; diary management, call handling and general PA duties as required
- To give department team administrative support with the production of written communication including accounts when required
- Typing and completing digital dictation from system
- Client liaison - confirm appointments and log details onto the Microsoft Schedule diary system to ensure optimum time management
- Handle telephone contact with clients, making appointments etc. Report relevant information to colleagues
- Maintain seamless filing within paperless office environment and ensure it is accurate and up to date. Including regular archiving and proactive drive towards paperless office
- To provide reception cover when required
- Organise lunches and other client contact activities for designated sections.
- Support with Board meeting attendance and minutes where required
- Provide Marketing support where required
- Sorting and Scanning of post and documents for Partners and Departments
- Outsourced Work were required
- Train new starters and existing staff on internal procedures, specifically relating to use of CRM
**Practice Administrator**
- Manage Admin inbox and correspondence and deal with all issues and queries from employees and Partners efficiently.
- Support the team in relation to Purchase Ledger including, posting invoices/credit notes, prepare payment runs, enter new suppliers, post staff expenses
- Filing of Purchase Ledger invoices/credits and payment spreadsheets
- Prepare and post disbursement from PL invoices/staff to CCH database
- Maintain and amend CCH client/contact database. Update Drive and Excel spreadsheets as required. Including Employee profiles.
- Manage timesheets, amend incorrect postings, chase outstanding ones, check and pass, print reports. Manage monthly timesheet report
- Generate reports on CCH Practice Management and ad hoc reports as requested.
- Internal monthly invoicing as appropriate
- Support Partners where required in completion of administration as and when required
- Support HR with confidential administration as and when required.
**The Benefits**
The true benefit for working with our client is the culture and values driven environment, which promotes sustainable development for all our talented people. This has generated fantastic careers from trainee to partner and everything in between.
We also offer
- Competitive salary
- Enhanced Employer Pension Contribution
- 23 days’ holiday per annum plus Bank Holidays (Increases with length of service)
- Use of our benefits platform
- Life assurance
- Flexible working Structure: Flex-e
- Private Medical Insurance, provided by Vitality
- Medical Cash Plan, provided by Health Shield
- Comprehensive Employee Assistance Programme (EAP)
**Critical Skills Required**
- Fully computer literate, including excellent Microsoft Office skills (Outlook, Word, Excel and PowerPoint)
- Excellent telephone manner with good interpersonal and communication skills
- Ability to work on your own or in a team
- Ability to work under pressure and prioritise work effective and efficiently
- Flexible attitude to work patterns
- Excellent organisation and administrative skills
- Accurate data inputting skills and eye for detail
- Ability to use initiative in terms of decision making
**Critical Knowledge Required**
- Good overall business knowledge
- Knowledge of Financial Planning and financial services
**Qualifications Required**:
Essential: GCSEs
**Experience Required**
Essential: Minimum of 3 years in a PA or Administrative role
Desirable: Experience as a PA or Administrative role in a practice environment
**Personal Qualities**
- Very strong presence
- Excellent communication skills
- Quickly builds rapport and trust
- Highly confidential
- Attention to detail
- Resilient and energetic
- Achiever and self-motivated, deliverer
- Organised
- Creative
- Analytical - quick thinker
**Job Requirements**
- Live within commuting distance of Banbury
- Work outside normal hours as required
**Job Types**: Full-time, Permanent
**Salary**: £25,000.00-£26,000.00 per year
**Benefits**:
- Flexitime
- Work from home
Schedule:
- Day shift
- Flexitime
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Banbury: reliably commute or plan to relocat
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