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    Assistant Manager - Cambridgeshire, United Kingdom - Evelyn Partners

    Evelyn Partners
    Evelyn Partners Cambridgeshire, United Kingdom

    2 weeks ago

    Default job background
    Full time
    Description
    Job Description

    Provide clients with an efficient and effective service. This would be through the control and efficient use of the department resources and by performing the work for clients within the portfolio. Liaison with other departments to ensure close liaison on client affairs and assisting in administration tasks to ensure a smooth running of the department.

    Key Responsibilities
  • Client Portfolio - ensure that clients receive an efficient and proactive service and client expectations are exceeded throughout the year. Liaising with Clients, Partners, and other Evelyn Partner staff where appropriate to ensure all are kept up to date with relevant issues.
  • Completing management and statutory accounts, including related services, and setting budgets - awareness of commercial aspects of clients' business and impact on our work. Arrangement of timetable, booking of staff, planning and completion of management accounts, statutory accounts, VAT returns and other related assignments.
  • Business/Practice Development - preparation of proposals for new work, and development of opportunities for Evelyn Partners with current clients.
  • New Client Take On Procedures - assist Head with embedding new clients into Evelyn Partners and within the client and staff portfolio, including work schedules.
  • Training and development - supervising junior staff members and ensuring feedback is given to staff on a timely basis. Ensuring appropriate in-house & on-the-job training received personally.
  • Client billing - attend to preparation of fee notes and fee covering letter for clients, in terms of the Business Outsourcing Services billing policy, for review by the relevant Associate Director, Director or Partner.
  • Assist the Managers with cash collection of outstanding debtors for clients in the portfolio in accordance with our Business Outsourcing Services cash collection policy.
  • Review and prepare monthly and quarterly Management accounts & related files.
  • Prepare and review unaudited statutory accounts & related files.
  • Review iXBRL tagged accounts once prepared by members of the team.
  • Ensure work performed by members in our team is in accordance with the processes and procedures manuals in place for the various services.
  • Support managers within the team with various administrative tasks and projects that arise from time to time.
  • Work on more complex client activity.
  • Manage and finish bookings.
  • Start Portfolio Management.
  • Work with Senior Managers on larger client activity.
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