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About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
We pride ourselves on delivering an award-winning service to our clients by employing the best people. Our core values of Personal, Partnership, and Performance drive our exceptional track record of growth and innovation.
Job Summary
We are seeking a highly organized and detail-oriented Client Service Administrator to provide administrative support to our Tax Advisors and Tax Senior Management teams. This role will enable the team to deliver accurate, comprehensive advice to clients and a first-class level of service.
Key Responsibilities
- Work closely with the Tax teams to deliver exceptional service to clients.
- Manage the Client Onboarding and AML Remediation processes, including data collection and liaison with the central onboarding team.
- Assist with billing processes, including WIP management and debt collection.
- Maintain back-office systems and client records in line with company policies.
- Provide daily administration support, including liaison with clients and HMRC.
- Manage and process various annual tax return processes.
- Prepare meeting packs.
- Assist in the preparation of pitch reports for new client opportunities.
- Prioritize workloads to ensure all activities are met in a timely manner.
Requirements
- Good academic record, including 5 GCSEs (including English and Maths, and min AAA).
- Good working knowledge of Microsoft Office packages, including Excel, Word, and Adobe.
- Experienced IT user with intermediate Excel skills.
- Strong numerical skills, able to demonstrate understanding of financial terms.
- Exceptional organizational skills with the ability to prioritize and multitask.
- Team player, but with the ability to work and manage their own work.
- Strong communication skills.
- Ability to liaise with senior members of the business in a confident and professional manner.
- Strong attention to detail and accuracy for all record keeping and reporting.
- Ability to use judgment and reasoning to propose solutions to problems.
Benefits
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role dependant).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
We value diversity and inclusion and are committed to creating a workplace where all colleagues feel respected and valued. We welcome applications from candidates with diverse backgrounds and experiences.
