Business & Client Services

1 week ago

Ilford, United Kingdom Davis Grant Full time

Reporting to: Admin Department manager

**Location**:
Ilford

**Brief**:
An excellent opportunity has arisen for the right individual to join our Business and Client Services team. Davis Grant are a highly successful accountancy practice based in Ilford, East London with a continually growing team, currently standing at 40 team members. Our client base is hugely varied and includes clients in sectors from tech start-ups, property investment companies, large group companies and non-listed Plcs.
- Onboarding new clients to the Practice
- Ensuring practice management is fully updated with changes
- Client portal document management
- Supporting clients with secure Portal registration, document loading, approval and management
- IT coordinator with external systems and software used by the Practice.
- Business development team
- Internal systems improvement and development e.g. CRM system
- Assisting Directors and team on various admin tasks
- Undertaking special projects and supporting other departments
- Working as part of admin team and supporting where necessary
- Various client communications - written and oral

This is an exciting opportunity for those looking to enhance their knowledge within professional services and businesses in general as well as coming a key and highly valued member of the Davis Grant team whose core values listed below are central to all that we do:

- One Family
- Champion Integrity
- Here For You
- Unequivocal Excellence
- Exhibit Professionalism

**Job role**:

- Part of business development team being first point of contact for new enquiries, obtaining key information, booking appointments and preparing proposals
- Dealing with the onboarding experience for new clients, including ensuring Davis Grant have received all necessary information from the client and third parties
- Working directly with one of the Partners on all aspects relating to GDPR (General Data Protection Regulations) and anti-money laundering compliance.
- Becoming one of the primary users and experts on the Davis Grant CRM (Customer Relationship Management system) for both interactions with current clients as well as prospective clients.
- Improving systems and processes
- Raising fee invoices, including matching against time spent
- Part of the administration team and therefore expected to cover tax administrator for holiday and during buy self-assessment tax season and as the need arises.
- Various other ad hoc assignments as the need arises

**Salary/Benefits**:

- £28k - £32k
- 20 days annual leave + bank holidays
- Additional 3 duvet days a year
- Life cover of 3 X salary (after 3 months)
- Company pension
- Regular team events

**Requirements**:

- 5+ years experience working in professional administration departments
- Excellent interpersonal skills
- Exceptionally competent with various IT software and can demonstrate recently learning and adapting to new software
- Ability to create new systems and then follow those systems consistently
- Ability to identify efficiency improvements to existing systems and implement consequent changes
- Strong Microsoft Excel and Word knowledge
- Self-motivated and a desire to improve systems within the business
- Team player

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