- Management of all incoming and outgoing office post for the department.
- Copying, scanning, filing and archiving of documentation, including management of all audit paperwork, including entry into and filing on our electronic document storage system.
- Responding to requests from the Partner, Director, Managers, Team and clients.
- Printing and binding of reports.
- Answering the phone and taking messages.
- Assisting wider Business Support Team with requests as required.
- Creating Tender documentation/Presentations.
- Assisting FOH with cover as needed.
- Setting up meeting rooms/AV as needed.
- Maintaining client information on the firm's practice database.
- Raising fee notes based on our fee forecasts and helping with tidying codes in respect of WIP.
- Setting up new job codes in firm's databases for each year's audit/new services offered.
- Requesting bank letters and monitoring and chasing responses to these through the online platform, using the firm's process without manager input. liaising with client to confirm any changes in details/ obtain information required for new clients.
- Setting up meeting rooms/AV as needed.
- Assistance with completion of new client set up (Anti Money Laundering forms, conflict emails, ID checks, liaising with client to obtain information required.)
- Preparation of Engagement letters using standard templates.
- Arranging client meetings for the Partners, Directors and Managers, accommodation and travel arrangements.
- Proactively booking accommodation for the audit team based on job bookings on our staff planner.
- Proactively obtaining meeting agendas and papers for upcoming Audit Committees and Board meetings.
- Formatting reports for clients (Audit plans and Management letters), completing these to marketing standards for issue to clients.
- Preparing template reports for clients (Audit plans and Management letters), for audit team and managers to tailor and complete.
- Undertaking a review of departmental reports to ensure completeness of information, spelling and grammar.
- Formatting reports for clients (Audit plans and Management letters), completing these to marketing standards for issue to clients.
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Administration Assistant - Manchester, United Kingdom - Next-Link
Description
General Responsibilities:
Assistance with client tasks
New clients/refreshes for existing clients
Meetings and travel (whole team)
Reports