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Client Administrator

Location
Worthing, Sussex
Salary
£23,000 to £27,000
Job Type
Permanent
Posted
8 Sep 2022
Client Administrator Worthing Permanent £23-27K (Full Time or Part Time Available) The client & team administrator will support the Senior Tax Consultants and Caseworkers/Account Managers to ensure they manage and deliver an exemplary client portfolio. Main Duties • To manage all renewals, specifically the tracking of deadline dates. • Conduct outbound client calls to make clients aware of their upcoming renewal and renewal options • Document any relevant activity into the CRM system • Compiling and sending out letters of authority to HMRC then following up and monitoring these responses for clients • Assisting caseworkers and tax consultants during technical calls with clients by providing clear and accurate notes that convey the project information provided • Liaising with clients accountants to follow up with any finance queries • Extensive calendar management, including booking meetings and technical calls etc. • Assisting with invoicing and managing debt collection ensuring that invoices are paid in a timely manner and debt is kept to a minimum • Any other ad-hoc administrative duties as required by the team Skills and Knowledge • An adaptable individual with exceptional interpersonal skills • An excellent communicator oral and written. • A literate, numerate and accurate individual with a high level of attention to detail • A proactive individual with an enthusiastic attitude, who has the ability to anticipate needs of team members and act as necessary • A trustworthy individual with good listening skills • An organised individual that can manage their time and workload in a fast-paced environment. • Excellent note taking skills • Excellent working knowledge of Microsoft Office products, particularly Word, Excel and Outlook as well as experience working with CRM
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Details

  • Job Reference: 707256626-2
  • Date Posted: 8 September 2022
  • Recruiter: Workshop Recruitment
    Workshop Recruitment
  • Location: Worthing, Sussex
  • Salary: £23,000 to £27,000
  • Sector: Administration
  • Job Type: Permanent