Client Service Administrator - Birmingham, United Kingdom - Evelyn Partners

Description

What will you be doing?

To provide full administrative support to Tax Advisors and/or Tax Senior Management. This will enable the team to provide the delivery of accurate, comprehensive advice to clients and a first class level of service.

Some of your responsibilities will be to:

• To work closely with the Tax teams to deliver first class service to clients.
• Managing the Client Onboarding and AML Remediation processes, including data collection and liaising with the central onboarding team when required.
• Assist with billing processes, including WIP management and debt collection.
• Maintain back-office systems and client records in line with the company policies.
• Provide daily administration support, which may include liaising with clients and HMRC.
• Management and processing of various annual tax return processes.
• Preparation of meeting packs.
• Assist in the preparation of pitch reports for new client opportunities.
• Prioritise workloads to ensure all activites are met in a timely manner.

To be successful in this role, you should have:

• good academic record including 5 GCSEs (including English and Maths, and min AAA)
• good working knowledge of Microsoft Office packages e.g. Excel, Word, Adobe,
• experienced IT user with intermediate Excel skills
• Strong numerical skills, able to demonstrate understanding of financial terms
• Exceptional organisational skills with the ability to prioritise and multitask
• Team player, but with the ability to work and manage their own work
• Strong communication skills
• Ability to liaise with senior members of the business in a confident and professional manner
• Strong attention to detail and accuracy for all record keeping and reporting.
• Ability to use judgement and reasoning to propose solutions to problems.

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.