Client Administrator
3 weeks ago
A new and exciting opportunity has arisen for a Client Administrator to join a successful and growing accountancy firm based in Ilford.
**Key Duties**:
- Onboard new clients
- Support client portal document management and help clients with secure Portal registration, document loading, approval and management
- Deal with new enquiries, obtain key information, book appointments and prepare proposals
- Create and upload key documents to the company portal
- Work directly with one of the partners on all aspects relating to GDPR and anti-money laundering compliance
- Use CRM system to interact with current and potential new clients
- Develop systems and processes
- Cover tax administrator for holiday and during buy self-assessment tax season, when the need arises
**Key Skills**:
- 5 years+ experience working in professional administration departments
- Excellent communication skills and IT skills
- Strong Microsoft Excel and Word knowledge
- Self-motivated and a team player
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