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Client Administrator
4 months ago
Do you thrive on simplifying processes? Have a passion for building relationships with colleagues? Or maybe your natural organisation is too much to be kept to yourself - why not share itwith let’s say, us
Our Innovation team are more like a family. We are 20 strong and we take care of each other. We’re building something special that will endure. A high-performance unit comprised of people from a wide range of backgrounds where we place a huge focus on training and career development
At Cooper Parry we disrupt, lead and make life count. We believe in working smart, unafraid of doing things differently if it feels right. That’s why we are looking for someone to perform the role of **Client Administrator** within the Innovation team, working closely with and reporting into our Head of Operations who oversees all operational activities within the team.
The Client Administrator undertakes and drives all client-related administrative and process-orientated tasks within the team.
**A day in the life of a Client Administrator**
- Communicating and collaborating with every member of the team on a daily basis and autonomously driving through tasks to completion
- Liaising with senior team members, keeping them up to date on tasks and processes
- Leading the client and employee onboarding processes
- Helping manage document storage and management systems including MS Dynamics CRM
- Helping with data entry and cleansing to keep our ERP system up to date
- Helping identify how client administrative processes in the team can be improved
- Assisting with financial reporting, including revenue, debtors and fees
- Liaising with the finance team to raise invoices
- Other responsibilities could include - arranging team meetings, booking rooms, drafting and formatting MS Office documents
**What you’ll need**
- A people person who can build deep trusting relationships
- A team player, always willing to help out
- Diligent and high attention to detail, keeping our processes slick and our cogs running
- An analytical thinker who can learn what we do and look for better ways to do it
- A learner who strives to understand and seeks to be better
- Proficient in MS Office and MS SharePoint
- Experienced in MS Dynamics CRM would be beneficial but not essential
- Experienced in generating reports and dashboards from Power BI would be beneficial but not essential
**What's in it for you...**
We have always believed in trusting our people to make the right decisions for themselves. From how you dress, to where you work and how often you take holiday. We give our people the opportunity to work flexibly, as well as the trust and accountability to deliver.
Cooper Parry’s mindset is simple. We put our people at the heart of our culture. Why? Pretty simple reallyif our people love working here then they do amazing work.
That’s why we offer things like:
- A streamlined, client-focused service free from unnecessary red tape
- Encouraged and entrusted to do what you do best
- Open holidays to take as much as you need
- No dress code - “Wear something”
- A truly flexible approach to work - “Work From Anywhere. Anytime. Forever”
- Tailored training, development and career growth, empowering you to reach your goals
- A comprehensive wellbeing programme to help you with your physical, mental, spiritual and financial health
- Volunteering opportunities - community is a central part of our wellbeing programme
Play to your strengths, we say. Create a role you’re truly passionate about and thrive.
We know everyone performs their best when they feel welcomed and supported to bring their whole selves to work. As an equal opportunities employer, we will work with you to ensure you have all you need to achieve your best.