PA/Client Services Administrator
Banbury
Up to £32k p.a
Our client, a top accountancy firm, has an exiting opportunity for a Client Services Administrator to join their team!
The role:
- Direct responsibilities to designated Partner(s) and across the firm, providing; diary management, call handling and general support as required.
- Provide administrative support to a designated team and across the firm including creation, review, and distribution of correspondence and client information.
- Completion of firmwide digital dictation.
- Proactive client liaison – confirming appointments, recording data and logging details onto the Microsoft Schedule diary system to ensure optimum time management
- Handle telephone contact with clients, making appointments etc.
- Utilise firmwide systems including CCH, Fibre CRM, Docusign and several others to maintain accurate and secure data management.
- Support with Board meeting attendance and minutes where required
- Train new starters and existing staff on internal procedures, specifically relating to use of technology
- Take an active role on reception covering for periods of the week on a rota basis. This will require physical presence on reception, providing seamless front of house experience for visitors and staff.
- Preparation and ownership of meeting rooms ensuring an outstanding client experience.
- Accurately process incoming and outgoing post, deliveries, couriers, and international mail.
- Ensure parking and external premises are fit for purpose and maintained in conjunction with the facilities team.
- Overall ownership of client meeting areas and staff recreation room including, coffee machine, drinks, weekly stock ordering and liaising with cleaners.
- Work with IT to manage electronic signing in and out technology.
- Working with Admin team to maintain stock levels and order consumables, stationery and large meeting lunch orders for the business.
Key skills/experience:
- Fully computer literate including excellent Microsoft Office skills (Outlook Word Excel and PowerPoint)
- Excellent telephone manner with good interpersonal and communication skills
- Ability to work on your own or in a team
- Ability to work under pressure and prioritise work effective and efficiently
- Excellent organisation and administrative skills
- Accurate data inputting skills and eye for detail