- Administering the client take on and maintenance procedures, ensuring relevant forms are completed, letters are issued, and systems are kept up to date, including anti money laundering checks
- Liaising with client delivery team to ensure all work is properly scheduled and delivered on time
- Administering the client disengagement procedures, ensuring relevant forms are completed, letters are issued, and systems are kept up to date
- You'll have demonstrable experience of working in a similar Administration role
- Strong administration skills are a necessity
- Advanced IT skills with a good working knowledge of MS office
- Strong organisation and communication skills (both verbal and written)
- Self-motivated and ability to prioritise and progress own workload
- Excellent attention to detail
- High level of regard for confidentiality
- Good understanding of data protection requirements
- Professional services experience is desirable
- 25 days holiday plus bank holidays plus Christmas off
- Hybrid working
- A contributory Pension scheme
- Life assurance
- Simply Health cashback plan including access to 24/7 online GP service and counselling services
- Perkbox discounts and rewards platform with over 4,00 perks and discounts
- Yulife employee wellbeing app
- Social events with active social committees that plan internal and external events
- Numerous opportunities for development
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Client Service Administrator - Plymouth, United Kingdom - Bishop Fleming
Description
Description
Location: Plymouth
About the role
We're currently seeking a central Client Services Administrator to work across our Accountancy & Advisory Service ensuring efficiency and consistency of service delivery to the team and our clients.
This is a great opportunity for a self-starter who has a keen eye for detail and an interest in continually looking for ways to improve both the service they provide the firm and the work they carry out in the team.
Working as part of a perfectly formed, friendly central team you will be joining at an exciting time in Bishop Flemings growth journey as we're looking to introduce new systems to make us more effective in the way we operate.
Day to day responsibilities will include:
About you
Why Bishop Fleming?
Bishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. With a turnover of £38.4m, the firm saw growth of 15.5% per cent over the last 12 months.
From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; Bishop Fleming has a wealth of knowledge and experience in areas such as internal and external audit, corporate and personal tax, corporate finance and deals and accounting services.
Bishop Fleming is currently ranked 33 in the Accountancy Age league table and is the number one provider of audit services multi-academy trusts in the academy sector. The firm was also ranked fifth in the inaugural UK Accountancy Age Mid-Tier Power Index.
With 8 offices spanning from the West Midlands to the South West, the firm has 43 partners and nearly 500 staff, and is a certified Great Place to Work.
Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.
If that's not enough, we offer a fantastic range of benefits including:
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