Accountancy Services Administrator

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

Job summary

REED Recruitment are working with a professional services client near Ferndown to recruit an Administrator to join the accountancy services team. You will provide comprehensive administration support and cover for colleagues as required, with opportunities to progress.

The role is based in Ferndown, full-time, 9am–5pm, with a salary of £26,000 to £28,000 per annum. You will handle calls, documentation, client records, and workflow across the division.

Qualifications

• Experience in administration within a professional services environment.
• Proficient with MS Office and related software.
• Ability to maintain accurate client records and documents.

Responsibilities

• Answer external telephone calls and take messages as required.
• Check answer machine messages and distribute them appropriately.
• Record, scan, and distribute post to the relevant teams.
• Provide reception cover in Ferndown when needed.
• Prepare draft proposals for clients and ensure terms are included and up to date.
• Understand workflow across the accountancy services division.
• Maintain knowledge of software platforms used by the division.
• Assist with new client take-ons in line with company procedures and AML rules.
• Maintain and update client details on IRIS, Karbon, and PI databases.
• Monitor Karbon to ensure consistency across platforms.
• Scan and upload client records to the client portal.
• Liaise with clients to prepare and submit confirmation statements.
• Provide support to other Administrators as required.

Skills

Telephone handling

Record keeping

Multi-tasking

Attention to detail

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.