Client Service Team - Junior Executive - 12 month FTC

Forvis Mazars LLP; Gloucester; On-site; GBP 18,000 - 24,000; Full time

Job summary

Forvis Mazars in Gloucester is seeking an administrative assistant to manage post opening and sorting, analyse output from the CS Data Automation app, and prepare standard documents in line with quality standards.

You will enter data accurately, draft client MI reports, liaise with internal and external parties, and own specific client workstreams while flagging risks to management. The role requires 5 days per week in the Gloucester office.

Qualifications

• Ability to manage a high volume of administrative work with accurate output.
• Strong attention to detail and quality standards.
• Proficient in MS Office and standard office software.

Responsibilities

• Post opening and sorting.
• Able to analyse and action output from the CS Data Automation app.
• Able to analyse data returned by clients and take corrective action.
• Accurate data entry.
• Preparation of standard documents in line with the firm's quality standards.
• Able to draft client MI reports for review by CS Managers.
• Acts as liaison with internal and external third parties answering queries via email.
• Owns specific client workstreams and highlights issues.
• Develops understanding of client audit requirements.
• Recognises risk to the firm and clients and flags concerns to management.
• Sending post-cheques and envelopes.
• Sending documents to third parties per security protocols.
• Scanning and storing documents.
• Understands and retains the firm's compliance procedures.
• Develops understanding of formal insolvency processes.
• Delivers client reports when required.
• Clients include large retail banks, Local Authorities, debt purchasers, and alternative lenders.

Skills

Admin workload management

Attention to detail

MS Office proficiency

Team player

Fast learner

Education

Office environment experience

Tools

MS Office

Job description

About the role

Post opening and sorting.

• Able to analyse and action output from the CS Data Automation app.
• Able to analyse data returned by clients and take corrective action (where required).
• Accurate data entry.
• Preparation of standard documents in line with the firm's quality standards.
• Able to draft client MI reports for review by CS Managers.
• Act as liaison with internal and external third parties answering queries via email.
• Takes ownership of specific client workstreams - completing tasks and highlighting issues.
• Develops good understanding of client audit requirements.
• Develops ability to recognise risk to both the firm and clients, flagging concerns to management.
• Sending post -cheques and putting them in envelopes.
• Sending documents to third parties in line with the firm's security protocols.
• Scanning and storing documents.
• Able to understand and retain the firm's compliance procedures.
• Develops an understanding of formal insolvency processes.
• Delivery of client reports (where required).
• Clients: Large retail banks; Local Authorities; Debt Purchasers; Alternative Lenders

PLEASE NOTE: This role will require you to be in the Gloucester office 5 days per week.

What we are looking for

• Proficient in dealing with a high volume of administrative work, demonstrating an ability to prioritise and deliver against tight timescales.
• Ability to produce high quality and accurate work, focussing on attention to detail.
• Excellent IT skills with an excellent working knowledge of MS Office.
• Team worker and self starter.
• Friendly and outgoing personality with confident approach.
• A positive "can do" attitude.
• Good numeracy, people and written/oral communication skills.
• Must be a fast learner, enthusiastic and willing to develop new skills.
• Relevant work experience in an office environment is preferred but not essential.

Diversity, Equity & Inclusion

At Forvis Mazars diversity, equity and inclusion are central to our values. We value our people's unique backgrounds, perspectives, and experience, and know this diversity create better outcomes for our clients. We seek to attract, develop, and retain the best talent, inclusive of sex, ethnicity, disability, socio-economic background, sexual orientation, gender identity, nationality, and faith. We select candidates based on skills, knowledge, qualifications, and experience and aim to support all our team members to reach their potential. At Forvis Mazars, we promote an environment in which you can grow your skills, belong to a team that values your ideas, and make an impact that matters. Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the nation and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. We’re always looking ahead - for you, our clients, and the communities we’re part of. We’ll support you to learn, explore, and grow as you take this journey with us. Here, you’ll feel safe to share bold ideas and unique perspectives. After all, success comes from working together. At Forvis Mazars, you’ll belong to your local team, gain global experience, and have an impact - now and in the future. Together, we grow, belong and impact.