Client On boarding

3 days ago

Cwmbran NP AU, United Kingdom GREEN AND CO ACCOUNTANTS AND TAX ADVISORS Full time

Job Type: Full time Permanent

Hours: The hours of work are 37.5 per week.

Holiday: 30 days holiday plus statutory bank holidays

Salary: The salary for this role is £25,000 to £28,000

We're looking for a Client Onboarding and Compliance Coordinator to take responsibility for key client processes, including onboarding, company secretarial tasks and managing essential workflow activity. You'll work closely with clients, directors and managers to ensure required documentation is completed accurately and on time. Some tasks may be new, but if you're confident with IT, communicate well and enjoy seeing tasks through, we'll provide full training.

About You

We're looking for someone who:

  • Has experience in a busy office environment
  • Communicates clearly and professionally both verbally and in writing.
  • Is confident using IT systems and quick to learn new software
  • Has strong organisation and attention to detail
  • Can manage deadlines and work across multiple tasks
  • Has experience in accountancy or legal administration (useful but not essential)
  • Should be an enthusiastic and motivated individual who copes well under pressure and works effectively as part of a team.

Key Responsibilities

  • Coordinating required information and assisting clients through the onboarding steps
  • Preparing and issuing engagement letters and monitoring their return
  • Supporting company secretarial administration and maintaining statutory records
  • Providing broader administrative support to the practice when required
  • Producing accounts documents, schedules and letters to be sent to clients, working to strict deadlines

About Green & Co

Green & Co is an award-winning accountancy practice based at Pembroke House. Our Client Services team supports both the practice and the serviced offices, helping ensure that client onboarding, statutory requirements and internal workflows run smoothly. We offer a friendly, professional working environment with a strong focus on quality and work–life balance.

Benefits

  • Working for an award winning practice
  • 38 days holiday including statutory.
  • Free car parking
  • Team building
  • Focus on work / life balance

For more information about what we do, please visit

Job Types: Full-time, Permanent

Pay: £25,000.00-£28,000.00 per year

Benefits:

  • Company events
  • Cycle to work scheme
  • Free parking
  • On-site parking

Ability to commute/relocate:

  • Cwmbran NP44 3AU: reliably commute or plan to relocate before starting work (required)

Education:

  • A-Level or equivalent (required)

Experience:

  • office based : 5 years (required)

Location:

  • Cwmbran NP44 3AU (preferred)

Work Location: In person

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