Your new company
Working for a successful accountancy firm based in Newton Abbot that we have a long-standing relationship with.
This role is full-time permanent and is paying between £30k – £35k depending on experience.

Your new role

• Carry out new client set-ups using Iris, Xero and AMLCC (training given), preparing and sending out paperwork to clients
• Carry out Anti Money Laundering ID procedures using software for new and existing clients (training given)
• Carry out lost client procedures
• Chasing clients for any outstanding paperwork
• Updating personal and corporate client lists
• Carry out client change of details procedures
• Sending out ad hoc letters and email shots to clients
• Send out monthly end-of-year and end-of-year reminders to clients
• Send out monthly CT payment reminders to client
• Assist with filing of client's company accounts and personal tax returns with HMRC and Companies House
• Create quarterly MNA Newsletters using Publisher and send out to clients
• Send out client satisfaction questionnaires and monitor replies
• Update Company website with new info / conduct relevant annual website checks
• Check reception literature is up to date
• Manage client Registered Offices, updating as necessary
• Set up HMRC Enquiry administration as and when we receive the enquiry
• Manage confidential waste control
• Assist clients with any queries, referring them on to team as appropriate
• Take client payments over the phone using a virtual payment portal (training provided)
• Assist colleague/provide cover for front of house, first point of contact for visiting clients
• Assist colleague/provide cover for answering the main switch, and managing any VMs.
• Assist colleague/provide cover for preparation of refreshments for visiting clients if required
• Ensure outgoing post is franked and ready for collection
• Assist colleague with managing the client records storage room, ensuring records are collected by clients.
• Create clients' Christmas e-cards and send out
• Arrange Christmas staff party and other social events during the year with the social committee.

What you'll need to succeed
Previous strong administration/ office manager experience.
5 years plus Admin background
Excellent use of Excel/ Microsoft packages
Excellent IT Skills

• Dealing with clients professionally on the telephone
• Professional letter and email writing
• Database use
• Dealing with clients face to face and front of house
• Personable and sociable.

What you'll get in return
Pension 4%
Free parking on site
Christmas office Closure – paid not taken from annual leave
Annual leave starts at 20 days plus bank holidays – goes up with tenure.
2 x duvet Fridays per year
Flexi time – can finish at 1.30pm on a Friday.
Lots more!

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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