Client Support Administrator

Guildford based Client seeks a permanent Client Support Administrator to join their team on a permanent basis. The Client Support Administrator would report into a Partner and Manager, this role is office based, would suit an organised and proactive individual.

Duties of Client Support Administrator:

• To provide full administrative support to the team
• Providing excellent telephone customer service
• Onboarding of clients on to our systems including carrying out AML checks
• To maintain client's data including addresses on 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
• Printing returns and preparing letters/packaging
• New client set
• Updating central workpaper file documents
• Setting up US workpaper PDF files
• Updating US client tracker
• Preparing engagement letters
• Downloading/uploading documents to/from Sharefile
• Providing support to Managers, Senior Managers and Partners as required
• Ad-hoc administration duties

The Client Support Administrator requires excellent communication skills and telephone manner. Organised and strong attention to detail.

Hours are 9.00am - 5.00pm. Benefits include medical and life insurance, enhanced sickness pay, pension and 31 days holiday in a complete holiday year.