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

Client Details

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

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

Profile

• 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

Job Offer

Part Time Administrator and Finance Assistant

25 hours per week

Guildford based

30,000 FTE - Pro Rated for 25 hours