Business Operations Coordinator

1 month ago


Loughton, Shropshire, United Kingdom Armstrong Knight Full time
Job Description:

The role of an Academy Business Administrator Apprentice at Armstrong Knight involves providing administrative support to the team of busy professionals. The successful candidate will be responsible for various administration projects and ad hoc work, including liaising with Managers and Directors across the business.

Key Responsibilities:
  • Clearing SATR Dashboard, tracking information uploaded and updating Practice Management with notes.
  • Managing Client folders, downloading and uploading documents to the portal for approval and scanning into Invu.
  • Assisting clients with portal admin queries, prompting them to approve documents using the reminder facility.
  • Tidying the portal by removing old data and preparing it for the new year.
  • Maintaining the database, ensuring up-to-date email addresses, addresses, contact details, etc.
  • Scanning incoming tax records received by post.
  • Maintaining practice management job stages.
  • Preparing tax letters and checklists.
  • Maintaining SATR letter templates and checklists, ensuring all offices use the correct templates.
  • Invu Document Management Filing.
  • Returning client records to clients.
  • Assisting with SATR billing.
  • Email and telephone reminders to clients for records and approval of documents.
  • Compliance, including engagement letters, ID verification, and updating Z10 on PM.
  • Assisting with the onboarding of new clients, including data collection, input, compliance.
  • Updating management on job stage progression and SATR preparation.
  • Assisting with the VAT MTD sign-up process.
  • Company Secretarial duties, including company formations and submission of confirmation statements.
  • Iris Database Maintenance.
  • Workflow reporting for Directors and Managers.
Salary:

£25,000 - £30,000 per annum, depending on experience.



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