Accountancy Services Administrator

Confidential; Ferndown; On-site; GBP 26,000 - 28,000; Full time

Job summary

Confidential near Ferndown is seeking an Administrator to join the accountancy services team. The role provides full administration support and cover for other admin staff, with 9am-5pm hours.

Salary £26,000 to £28,000 per annum. Full-time. Responsibilities include handling calls, post, client records, AML compliance, and liaison with clients.

Qualifications

• Experience providing administration support in an accountancy/services environment.
• Ability to onboard new clients per procedures and AML compliance.
• Proficient with client records management and document scanning.

Responsibilities

• Answer external telephone calls.
• Check and distribute voicemail messages.
• Recording, scanning and distributing post.
• Reception cover - in Ferndown (if required).
• Preparing draft proposals for clients and ensuring terms included and up to date.
• Have a thorough understanding of workflow throughout the accountancy services division.
• Have a thorough knowledge of all software platforms used by the accountancy services.
• Undertake new client take on in accordance with Company procedures and compliance with anti money laundering procedures.
• Call in books and records in accordance with workflow timescales and maintain database of records held.
• Maintenance of client details on IRIS/Karbon/PI database.
• Monitor and review information on Karbon to ensure information across all platforms is consistent.
• Scan and upload client records to portal.
• Liaise with clients to prepare and submit confirmation statements.
• Provide support to other Administrators

Skills

Team player

Attention to detail

Deadline driven

Multi-tasking

Communication skills

Organization skills

Initiative & problem solving

Tools

IRIS

Karbon

PI database

Job description

REED Recruitment are working with a professional services client based near Ferndown recruiting an Administrator to join their accountancy services team. As part of a supportive wider team you will provide a full administration support and cover for other members of the admin support team as required. Please see below

Administrator (Opportunity to progress)

Ferndown (Full Time), 9am - 5pm

Salary - £26,000 to £28,000 per annum

Role details

• Answer external telephone calls.
• Checking answer machine messages and distributing
• Recording, scanning and distributing post
• Reception cover - in Ferndown (if required)
• Preparing draft proposals for clients and ensuring terms included and up to date.
• Have a thorough understanding of workflow throughout the accountancy services division.
• Have a thorough knowledge of all software platforms used by the accountancy services
• Undertake new client take on in accordance with Company procedures and compliance with anti money laundering procedures.
• Call in books and records in accordance with workflow timescales and maintain database of records held.
• Maintenance of client details on IRIS/Karbon/PI database.
• Monitor and review information on Karbon to ensure information across all platforms is consistent.
• Scan and upload client records to portal.
• Liaise with clients to prepare and submit confirmation statements.
• Provide support to other Administrators

Personal Characteristics

• Team player. Able to work as part of a team
• Attention to detail. High standards of accuracy
• Ability to keep to strict deadlines and deliver against agreed timescales
• Ability to multi-task.
• Good communication skills (written and verbal).
• Good organisation skills
• Ability to use own initiative and a willingness to problem solve.