Part Time Administrator and Finance Assistant

Michael Page (UK); Guildford; On-site; GBP 18,000 - 22,000; Part time

Job summary

A leading company based in Guildford is seeking a Part Time Administrator and Finance Assistant to provide comprehensive administrative support. This role involves tasks like client onboarding, maintaining client records, and financial administration, accommodating 25 hours of work per week with a competitive salary.

Qualifications

• Experience in a similar role preferred.
• Strong MS Excel skills required.
• Good attention to detail necessary.

Responsibilities

• Provide full administrative support to the team.
• Onboard clients onto systems and maintain client data.
• Chase client payments and issue statements.

Skills

Customer Service

Attention to Detail

MS Excel

Job description

• New Part Time role in Guildford
• Competitive salary

About Our Client

A new opportunity for a Part Time Administrator and Finance Assistant to join an established business based in Guildford.

Job Description

• To provide full administrative support to the team
• Providing excellent telephone customer service
• Onboarding of clients on to our systems
• To maintain clients data including addresses on Glide, CCH, databases and portals
• Dealing with daily post, scanning and saving and distributing to relevant team member
• Maintaining and reviewing clients online accounts with HMRC
• Maintaining client trackers
• Preparing standard HMRC letters
• Packaging and uploading of tax returns and any other documents to client portals
• To assist with any other administrative and/or client work as and when required
• To provide full administrative support to the team
• Raising and issuing invoices/estimates and retainers to clients
• Inputting external adviser/supplier invoices
• Chasing client payments and issuing statements
• Calling clients and assisting with payment instructions
• Depositing client payments into bank
• Maintaining/updating client/supplier details
• Updating responsibility/team classes

The Successful Applicant

• Candidates should have experience within a similar role
• Able to commute to Guildford 5 days per week
• Strong MS Excel skills
• Good attention to detail
• May have previously worked in accountancy firm but not essential

What's on Offer

Part Time Administrator and Finance Assistant

25 hours per week

Guildford based

30,000 FTE - Pro Rated for 25 hours