Client Service Team - Junior Executive - 12 months FTC

Forvis Mazars in the UK; Gloucester; On-site; GBP 20,000 - 26,000; Full time

Job summary

Forvis Mazars in the UK in Gloucester is seeking an organised administrative assistant to support client workstreams and document handling. You will post, sort, analyse data from the CS Data Automation app, perform accurate data entry, prepare standard documents, and draft client MI reports for CS Managers.

The role requires high-volume administrative capability, strong attention to detail, excellent MS Office skills, and a proactive, team-focused attitude.

Qualifications

• Able to manage a high volume of administrative work with tight timelines.
• Strong attention to detail and accuracy in data entry and document handling.
• Excellent IT skills with MS Office proficiency.
• Team worker with a proactive, can-do attitude.

Responsibilities

• Post opening and sorting.
• Analyse and action output from the CS Data Automation app.
• Analyse data returned by clients and take corrective action.
• Accurate data entry.
• Prepare standard documents in line with firm quality standards.
• Draft client MI reports for review by CS Managers.
• Liaise with internal and external third parties via email.
• Take ownership of client workstreams and highlight issues.
• Develop understanding of client audit requirements.
• Recognise risks to the firm and clients and flag concerns.

Skills

Attention to detail

Time management

Communication

Team player

Fast learner

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

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 cangrowyour skills,belongto a team that values your ideas, and make animpactthat matters.