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Administrator
3 months ago
We are looking for an enthusiastic, friendly person who can multi-task in a busy work environment. Keeping overall control of our client information, onboarding new clients, liaising with HMRC and managing our proposal renewals.
You will be the first point of contact for our clients and so you should be able to demonstrate friendly customer service skills. The role itself entails:
- Onboarding new clients, gathering all information to set them up within our systems.
- Ensuring consistency of data across all software platforms.
- Monitoring Anti-Money Laundering procedures.
- Liaising with HMRC.
- Annual fee renewals.
- Recording client records, ready for accounts staff.
- Dealing with incoming post.
- Managing the diary.
- Experience working in an admin role is an advantage.
- Attention to detail.
- Good working knowledge of the Microsoft software packages.
- Excellent communication skills.
- The ability to take initiative, plan your own workload as well as coordinate with the rest of the team.
Working with us:
TaxAssist is one of the largest network of accountants, working with businesses and personal taxpayers in the UK. We operate as a franchise and specialise in providing accountancy services, tax returns, payroll, bookkeeping, tax savings and tax advice to individuals and small businesses.
We offer:
- A friendly, supportive office environment.
- Salary - £11.44 per hour.
- Company pension scheme.
- Employee Assistance Programme, provided by Health Assured.
This role is a Monday to Friday, 10am - 2pm, 20 hours per week, office-based role alternating between our two branches in Shrewsbury and Newport.
**Job Types**: Part-time, Permanent
**Salary**: £11.44 per hour
Expected hours: 20 per week
**Benefits**:
- Company pension
- Financial planning services
- Health & wellbeing programme
- On-site parking
Schedule:
- Monday to Friday
Work Location: In person
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