Executive Personal Administrator for Client Services

Carpenter Box, part of the Sumer Group; Worthing; On-site; GBP 21,000 - 30,000; Full time

Job summary

Carpenter Box, part of the Sumer Group, Worthing, is seeking a Personal Administrator to help everything run smoothly behind the scenes. This is a role for someone who enjoys working with people, thrives on variety and takes pride in being the person others can rely on.

In this role you’ll be the go-to contact for clients and professional contacts, manage diaries, support client onboarding, billing, and stay on top of anti-money laundering processes and statutory records.

Qualifications

• Organised and proactive with strong attention to detail.
• Experience supporting professional services or similar teams is preferred.
• Excellent communication skills and reliability in handling confidential information.
• Able to manage multiple tasks and work collaboratively with colleagues.

Responsibilities

• Be a key point of contact for clients, prospective clients and professional contacts.
• Support Partners with busy client portfolios and coordinate priorities.
• Manage diaries, arrange meetings and provide general administrative support.
• Assist with onboarding and anti-money laundering processes and engagement paperwork.
• Prepare fee notes and support client billing processes.
• Liaise with Companies House and HMRC on behalf of clients.
• Prepare and file confirmation statements and maintain statutory records.
• Assist with company secretarial work and filings.
• Complete client forms and tender documents, maintain client portals.
• Support colleagues and contribute to a collaborative team environment.

Skills

Organised

Diary management

Client liaison

Attention to detail

Communications skills

Tools

Microsoft Office

Job description

Carpenter Box, part of the Sumer Group, Worthing, is seeking a Personal Administrator to help everything run smoothly behind the scenes. This is a role for someone who enjoys working with people, thrives on variety and takes pride in being the person others can rely on.

In this role you’ll be the go-to contact for clients and professional contacts, manage diaries, support client onboarding, billing, and stay on top of anti-money laundering processes and statutory records.