Office Coordinator/Workflow Supervisor (Full or Part Time Hours)

Marstep; Birkenhead; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading accountancy firm in North Wales is seeking a professional to oversee a team of Graduate and Trainee Accountants. Responsibilities include monitoring workflow, overseeing a CRM system, and managing reports on various aspects of client communications. There are opportunities for professional development through CPD qualifications. This role is based in Birkenhead, United Kingdom.

Responsibilities

• Oversee a team of Graduate and Trainee Accountants/Bookkeepers and monitor workflow.
• Monitor and oversee a CRM system and track workflow.
• Oversee reports on credit control, client communications, and scheduling holidays.

Job description

Overview

An exciting opportunity has arisen to join a highly successful accountancy firm based in North Wales and the Northwest of England. The firm has over 15 locations across the region.

Responsibilities

• Oversee a team of Graduate and Trainee Accountants/Bookkeepers and monitor workflow.
• Monitor and oversee a CRM system and track workflow, complaints, information flow, targets, HR duties such as holidays/sickness, training budget/CPDs, note taking, project chasing, recruitment workflow liaising external agent, predicting future issues, pre‑empting planning strategy alongside the management team, health & safety.
• Oversee reports on the following: credit control, client communications, phone calls, letters, targets, production rates, scheduling holidays, contracts, assisting with payroll.

Development

You will also have the opportunity to develop with CPD qualifications in areas of interest, to develop your career for your benefit and that of the business.