Accountants Assistant

Marks Sattin Ltd; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

An exciting opportunity awaits at a fast-growing, technology-led service provider looking for an Accountants Assistant. In this dynamic role, you'll be instrumental in onboarding clients, managing compliance processes, and enhancing the overall client experience. Your excellent communication skills will shine as you assist clients and provide training to new team members. This innovative firm offers a pathway for career progression and values proactive contributions to improve service delivery. If you're ready to take the next step in your career within a supportive environment, this role is perfect for you.

Qualifications

• Familiarity with UTR, VAT, and AML processes is essential.
• Experience with CRM tools like Salesforce and Notion is preferred.

Responsibilities

• Manage onboarding process for new clients and guide them through services.
• Investigate and resolve payroll issues and discrepancies.

Skills

Verbal Communication

Written Communication

Client Relationship Management

Problem-Solving

Tools

Salesforce

Notion

Job description

A fast-growing, technology-led service provider is seeking an Accountants Assistant to initially assist in onboarding clients, and grow with the company.

Role & responsibilities:

• Conduct welcome calls and manage onboarding process for new clients and guide them through services
• Dependent on service chosen, complete all needed UTR and VAT
• Own AML process for onboarding and carry out checks to ensure compliance
• Assist in payroll process - Investigating and resolving issues and discrepancies
• Own the support inbox
• First point of call for queries via email and telephone, escalating where necessary
• Spot trends in queries and proactively report on potential improvements to processes
• Provide training to new team members as the team grows
• Work with management to develop and implement a strategy for improving the client's journey

This is an exciting opportunity to join a fast-growing and innovative business, where you can easily progress in your career. The ideal candidate will be familiar with UTR, VAT, and AML processes and ideally have experience with CRM tools such as Salesforce and Notion.

Excellent verbal and written communication skills are essential, as well as a strong ability to maintain a professional and personable relationships with clients.