Client Data Administrator

7 months ago


Shrewsbury, United Kingdom Carter Jonas Full time

-

We offer a highly competitive salary package, with flexible benefits allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle to work scheme and so on

**Key Tasks**:

- Adding new clients and their property portfolios to the databases.
- Entering new leases and rent reviews on to the system on a timely basis, together with setting up new tenants, properties and units where this is required.
- Ensuring the correct transaction type and VAT code are entered for all new leases and the debtor maintenance fields are correctly completed.
- Generating back rent demands as appropriate following rent reviews and raising the monthly rent demands via the ‘Charge Raising’ process.
- Surrendering leases as required and ensuring any rent post cessation is adjusted for.
- Ensuring all required data is inputted accurately.
- Producing reports from the databases.
- Keeping the InTapp time recording system up to date for the Client Accounts department
- Providing administrative support to the Head of Client Accounting including maintenance of the bank account register, ensuring compliance with the RICS rules, opening and closing bank accounts, and providing administration support to other members of the team on an ad-hoc basis.

**What does it take to be successful?**

Hours
- Full-time
- Contract type
- Permanent
- Location
- Shrewsbury
- **Why choose us?**

We offer a highly competitive rewards package including group pension, flexible benefits, referral schemes and generous annual leave.As an equal opportunity employer, with the Investors in People Gold accreditation, we are dedicated to driving diversity and inclusion in the workplace. Learning and development is important to us; we encourage everyone to continue developing to optimise their performance and fulfil their potential. We have an agile flexible working policy; many of our team work flexibly, we would be happy to talk to you about how this could work for you. We enjoy what we do, and we do it well, which is why 80% of our business comes from repeat clients.**About us**:
Since 1855, Carter Jonas has grown to be one of the largest and most respected property consultancies in the UK with a network of 34 offices across England and Wales, employing more than 1,000 partners and employees.Our tailored service and Simply Better Advice have enabled us to forge lasting, intelligent and trusting partnerships with our clients. These long-standing relationships are our most important and most closely protected asset. From private landowners to local authorities, pension funds to farmers - our universe of client experience is among the most varied in UK property.We employ the very best people. We are a place where people want to work, and our culture is both collaborative and business minded. We have experts in every field who deliver long term advice that enhances our clients’ future prosperity.Ahead of the curve, we are pioneering in the use of technology within the property industry, making Carter Jonas a hugely exciting place to work.**Our values**:

- Approachable - We treat every relationship with respect, integrity, and warmth
- Effective - We do what we say we will, we do it well and we are accountable
- Ambitious - We are ambitious for our clients and for our firm



  • Shrewsbury, United Kingdom Lewis Wealth Management Limited Full time

    Job Description Client Services Administrator Lewis Wealth Management Full Time, Permanent Location: Shrewsbury, Shropshire Salary: On Application Previous work experience and the ability to work with attention to detail and work to deadlines is preferable. The role will include general day to day office administration duties, document preparation and...

  • Data Administrator

    9 months ago


    Shrewsbury, United Kingdom Wem and Prees Medical Practice Full time

    To be responsible for undertaking a wide range of data inputting duties in support of the data team. Duties can include but are not limited to, coding information from patients clinical records, dealing with correspondence from other care service providers and other sources on the practice clinical system in a timely manner and in accordance with current...


  • Shrewsbury, United Kingdom Cyber & Data Protection Limited Full time

    **About us** Cyber & Data Protection is a team of experienced, technology, cybersecurity, and data protection experts that repeatedly deliver successful outcomes for clients through well-defined, controlled transformation programmes, projects and ongoing service in organisations from small through to mid-sized. All members of the team have demonstrable...


  • Shrewsbury, United Kingdom Cyber & Data Protection Limited Full time

    **Key Accountabilities/Primary Responsibilities**: - Provide client and internal support in the following areas: - Guidance on the handling of Data Subject Access Request (DSAR). - Assistance in the completion of Data Protection Impact Assessments. - Security incident or Data Breach notification assessment support. - Compliance policy overview and guidance...


  • Shrewsbury, United Kingdom Lewis Wealth Management Limited Full time

    Our business provides financial planning advice to a range of clients across the UK. We are looking for an enthusiastic and confident individual, with excellent written and verbal communication skills, superb organisational abilities and a proven track record of customer satisfaction, to expand on our highly successful team. We are comfortably situated in a...

  • Administrator

    7 months ago


    Shrewsbury, United Kingdom RME Consultants Full time

    **RME Consultants are delighted to be working with a modern, fast-growing organisation, that is expanding their Office team.** **Role: Administrator** **Salary: £21,000 - £22,000 per annum** **Contract: Permanent, Full time** **Location: Shrewsbury, Shropshire** **Main Duties for Administrator**: - **Handling incoming phone calls, relaying messages...


  • Shrewsbury, United Kingdom Anderson Scott Solutions Ltd Full time

    **Purchasing Administrator** **Shrewsbury** **£23k - £25k** A family owned, Shrewsbury based organisation is looking to recruit a Purchasing Administrator to join its well established and friendly team. The role plays a vital part in the team, providing support in all aspects of purchasing and stock control. **Essential experience** - Previous...


  • Shrewsbury, Shropshire, United Kingdom Schroders Full time

    Financial Planner Support RoleWe are seeking a highly organized and administratively skilled individual to provide support to our financial planners in Shrewsbury. As a key member of our team, you will be responsible for ensuring the smooth delivery of our advice process, from preparing meeting packs to handling client enquiries.**Responsibilities*** Prepare...

  • Administrative Lead

    4 weeks ago


    Shrewsbury, Shropshire, United Kingdom Radius Payment Solutions Full time

    About the Company:RADIUS Payment Solutions is a fast-growing organisation that values innovation, inclusivity, and drive.About the Role:This exciting opportunity requires an Administrative Lead - Client Engagement to manage client relationships, resolve issues, and identify opportunities to add value.Responsibilities:The successful candidate will be...

  • Administrator

    7 months ago


    Shrewsbury, United Kingdom Outsource UK Full time

    **Administrator - Salesforce** Based in Shrewsbury a Administrator is required on a 12 month contract to work for one of the world’s leading manufacturers of off-highway machinery and diesel engines. Hourly Rate: £20 Umbrella Fully site based role - Non-negotiable. **Skills** - We are looking for someone with a strong understanding in Salesforce data...


  • Shrewsbury, United Kingdom Midlands Wealth Management Ltd Full time

    This client services role will suit an enthusiastic and confident individual, to join our small, but highly successful and expanding business. General day-to-day office administration duties will include client liaison, document preparation, maintaining our CRM system and diary management. Experience in a variety of office software solutions e.g. Outlook,...

  • Sales Administrator

    7 months ago


    Shrewsbury, United Kingdom Ecommerce Intelligence Ltd Full time

    Ecommerce Intelligence is a growing digital agency that specialises in developing brands on Amazon and other marketplaces; as we progress our journey an exciting new opportunity has emerged for a sales administrator role supporting both our agency and our clients. **Responsibilities**: - Provide administrative sales support to the managing director,...

  • HR Administrator

    7 months ago


    Shrewsbury, United Kingdom Pertemps Network Group Full time

    **HR Administrator**: - 033117331**£12.59 Per Hour** - Full Time**Temporary** **Shrewsbury, Shropshire** **Human Resources And Recruitment** **Job Description**: **HR Administrator** Pertemps are currently recruiting for a HR Administrator to join our client’s team in Shrewsbury, on a temporary basis. The purpose of this post is to effectively provide...


  • Shrewsbury, Shropshire, United Kingdom Schroders Full time

    About the RoleWe are looking for a skilled administrator to join our team in Shrewsbury. This 12-month fixed-term contract offers an excellent opportunity to gain experience in financial services and develop your skills in a dynamic environment.**Job Description*** Provide administrative support to our financial planners, including preparing meeting packs...

  • Payroll Administrator

    2 months ago


    Shrewsbury, United Kingdom CV-Library Full time

    Are you a payroll professional seeking variation and career growth? This regional practice based in Shrewsbury seek a Payroll Administrator due to continual growth in the client portfolio. Hybrid working from home, flexible working options and enhanced holidays on offer! The Payroll Administrator will be responsible for the end-to-end process for their own...

  • Payroll Administrator

    1 month ago


    Shrewsbury, United Kingdom Addington Ball Full time

    Are you a payroll professional seeking variation and career growth? This regional practice based in Shrewsbury seek a Payroll Administrator due to continual growth in the client portfolio. Hybrid working from home, flexible working options and enhanced holidays on offer! The Payroll Administrator will be responsible for the end-to-end process for their own...


  • Shrewsbury, Shropshire, United Kingdom NJR Recruitment Full time

    NJR Recruitment Job OpportunityWe are seeking an Administrative Professional to join our team in Shrewsbury, working directly for a financial planner who advises clients on pensions, investments, and mortgages. As a member of our wealth management team, you will provide administrative support, utilizing your organizational skills to manage multiple tasks and...


  • Shrewsbury, United Kingdom Prince Personnel Limited Full time

    Job Title: Receptionist/ AdministratorEstimated Salary:$45,000 per annum (dependent on experience)About the CompanyPrince Personnel Limited is an employment agency working on behalf of our client, a dynamic company based in Shrewsbury. Our mission is to support our clients in creating an equal, diverse, and inclusive workforce.Role OverviewWe are seeking a...


  • Shrewsbury, Shropshire, United Kingdom University of Massachusetts Medical School Full time

    About the Job:We are seeking a highly skilled Program Coordinator to join our team at the University of Massachusetts Medical School. As a Program Coordinator, you will play a vital role in conducting client case analysis, processing benefit eligibility determinations, and providing telephonic client assistance.Job Description:The Program Coordinator will be...

  • Administrator

    7 months ago


    Shrewsbury, United Kingdom Kier Group Full time

    We're looking for two Administrators to join our Transportation team based in Shrewsbury and Craven Arms with flexibility to travel to other depots as required. Within this role, you can enjoy a fantastic, matched pension scheme, 24/7 virtual GP service for you and your family, a competitive annual holiday entitlement, with opportunities to buy/sell leave...