Job Description

You will be involved in a wide variety of tasks including:

• To assist the Financial Advisers with all aspects of financial administration. Using electronic database (SAGE 50 /SAGE Practice Solutions).
• Dealing with client or provider queries promptly via telephone and email
• Developing and maintaining administrative systems and performing clerical duties, such as word processing, meeting minute taking, scanning and photocopying.
• To process and deal with new business to SLA deadlines
• To maintain the computer records ensuring that information is correct and up to date
• Reception duties including welcoming clients and visitors to the office.
• Answering the telephone in a confident manner and dealing with client queries.
• Provide customer service, accepting payments or providing refunds
• Understand the company's internal procedures and ensure processes are followed.

Required Knowledge, Skills, and Abilities

A professional manner - pleasant disposition, affable and personable An understanding of financial professional services Excellent attention to detail and extremely organised High level of personal integrity High level communication skills both written and verbal A solution focused approach to work Able to work efficiently as a part of a team as well as independently Ability to interpret and implement company policies and procedures A good working knowledge of Microsoft Excel/word and be quick to learn other IT systems A sound understanding of the need for confidentiality and data protection Previous experience and knowledge of Accountancy practice would be advantageous Experience: Accountancy Practice Administration: 1 year (Preferred)