Client-Facing Administrator & Onboarding Specialist

The HR Booth Limited; City of Edinburgh; On-site; GBP 17,000 - 22,000; Full time

Job summary

Cowan & Partners Ltd in Edinburgh is seeking an Administrator & Receptionist to join our Administration team. You will be the first point of contact for clients, handling calls and in-person visits with a professional and welcoming manner, supporting the wider team with a broad range of administrative duties.

This role is ideal for someone with office or administrative experience who takes pride in delivering high standards of service, enjoys variety, and is confident using IT and Microsoft

Qualifications

• Previous experience in an office, administration or reception environment.
• Strong IT skills and confidence using Microsoft Office applications.
• Excellent attention to detail and a commitment to producing accurate work.
• Strong organisational skills with the ability to prioritise and manage a varied workload.
• Excellent written and verbal communication skills.
• A professional, friendly and confident manner when dealing with clients.
• The ability to work both independently and as part of a team.
• A proactive and flexible approach, with a willingness to support colleagues and take on a variety of tasks.
• A positive attitude and commitment to delivering a high standard of work.
• Experience within an accountancy, financial services or other professional services environment would be advantageous, although this is not essential if you have strong transferable administrative experience.

Responsibilities

• Acting as a professional and welcoming first point of contact for clients, both in person and over the telephone.
• Answering incoming calls and directing enquiries to the appropriate member of the team.
• Managing general reception duties and helping to ensure clients receive an excellent level of service.
• Filing, scanning and maintaining documents within our electronic archive and filing systems.
• Submitting accounts and tax returns to Companies House and HMRC.
• Managing elements of the client onboarding process, including identity verification and setting clients up on internal systems.
• Raising client fees and communicating directly with clients where required.
• Supporting credit control activity, including monitoring and following up outstanding fees.
• Providing administrative support to the Managing Director and wider team.
• Assisting with other general administrative duties to help ensure the smooth and efficient running of the office.

Skills

IT skills

Attention to detail

Organisational skills

Communication skills

Client handling

Teamwork

Proactivity

Positive attitude

Tools

Microsoft Office

Job description

Cowan & Partners Ltd in Edinburgh is seeking an Administrator & Receptionist to join our Administration team. You will be the first point of contact for clients, handling calls and in-person visits with a professional and welcoming manner, supporting the wider team with a broad range of administrative duties.

This role is ideal for someone with office or administrative experience who takes pride in delivering high standards of service, enjoys variety, and is confident using IT and Microsoft