Junior Client Services & Compliance Admin (Gloucester)

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

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.