PA/Administrator
2 months ago
About Us:
Join our fast-growing and highly successful professional practice.
Oury Clark is a diverse professional firm that believes in solving problems through a mix of disciplines. You’ll work alongside an expert team of business advisors, including Chartered Accountants, Chartered Tax Advisers, Financial Advisors, Lawyers, Insolvency Practitioners, and more. Our clients are complex, but our workplace politics are not, and we intend to keep it that way. Above all else we are looking for people with their heads and hearts in the right place.
Key Responsibilities:
Supporting the American Tax team and International Trade Director
- Client Engagement: Lead the client engagement letter process from start to finish, ensuring clarity and professionalism.
- Onboarding: Set up new client forms and streamline the onboarding process for a smooth transition.
- Client Communication: Manage all client calls, enquiries, and emails with a focus on exceptional service.
- Workflow Management: Maintain and update the whiteboard workflow spreadsheet to keep the team on track.
- Client Allocation: Efficiently allocate clients to preparers.
- Prospective Clients: Maintain and manage a list of potential new tax clients, nurturing relationships and opportunities.
- HR Support: Serve as the first point of contact for the team on HR matters, including approving holiday and sick leave.
- Staff Coordination: Coordinate staff appraisals, interviews, and development plan meetings to foster growth and development.
- Training Organisation: Plan and organise staff training sessions to enhance team skills and knowledge.
- Diary & Inbox Management: Prioritise and manage diaries and inboxes to ensure smooth daily operations.
- Meeting Coordination: Organise and coordinate internal and external stakeholder meetings for effective collaboration.
- Logistics Management: Handle forward logistics for the team, including hot desk booking, setup, and stationery.
- International Coordination: Arrange international meetings across multiple time zones, focusing on Commonwealth markets.
- Event Preparation: Prepare for events and venues, managing room setup, guest reception, name tags, collateral, catering, AV tests, and follow-ups.
- Travel Arrangements: Book and amend travel plans using our internal travel service, ensuring hassle-free journeys.
Requirements:
- Work in a team and step up to lead activities when required.
- Good structure and ability to operate with flexibility.
- Sensitivity and connection with global cultures.
- Full Office Suite proficiency including PPT, Excel, Word.
Benefits:
- Flexible hybrid working arrangements.
- 25 days of annual leave plus bank holidays.
- Private healthcare.
- Client referral commission (6% of fees in the first 2 years).
- Recruitment commission.
- Life insurance (4x salary).
- Long-term service benefit.
- Helping Hand Fund (supporting staff in times of need).
Please see our website for full list of benefits.
Why Join Us?
- Be part of a team that takes their job seriously, but not themselves.
- Enjoy ample opportunities for career progression in a rapidly expanding firm.
- Work in a supportive environment with partners and colleagues who are committed to your success.
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