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Client Account Administrator

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Job Description - Client Account Administrator

We are seeking a part-time team member as a Client Account Administrator for 30 hours per week over 4 or 5 days to provide administrative and finance (50/50split) support to our client, a friendly, passionate charity in Taunton.

**Role Overview:**

As a Client Account Administrator, you will be the first point of contact for clients, ensuring a smooth experience and supporting the centre manager. Key responsibilities include:

- Handling telephone, email, and web inquiries from clients and advisors.
- Managing client onboarding and offboarding processes, including data entry.
- Arranging initial consultations and processing payments.
- Supporting advisors with room bookings
- Managing invoice records and payments, issuing credit notes.
- Maintaining records in Sage 50 accounting software.
- Attending meetings and ensuring office supplies are stocked.
- Assisting with event support and social media updates.

**Person Specification:**

- Passionate about helping others with excellent customer service and administration skills
- Proficient in Microsoft Office and reliable in providing support.
- Strong communication skills and attention to detail.
- Willing to learn and work collaboratively.
- Financial experience
- Familiarity with SAGE is essential.
- Experience in the health and wellbeing or charitable sector would be a bonus

Client Account Administrator
**Salary:** £24375 - £27300 pro rata (Actual salary; £19500 - £21840 / £12.50 - £14.00ph)
**Fully on site**
**Annual Leave:** 23 days per year plus bank holidays
**Company Pension**
**Parking:** Rota system for parking space

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