Client Services Co-ordinator

Client Services Co-ordinator – Shoreditch, East London

Permanent Role

Salary circa £26,000 DOE

The Company / The Role:

Our client is an award-winning firm of chartered accountants with a clear focus on charities and social enterprises. As an organisation their aim is to play a positive role in developing and maintaining a strong and resilient charity and social purpose sector. They deliver this by providing dedicated specialist audit and advice for charities and social purpose organisations. They have around eighty staff, so every member of their team plays a key role in the organisation’s success.   They have a great company culture, having fun at work and being family friendly is important to them. They value their people, a friendly and supportive environment, and the organisations they support.

This is a fantastic opportunity with a successful organisation.  The Client Services Co-ordinator role is varied and involves preparatory and administrative work for audits, working closely both with trainee accountants and professionally qualified audit staff. Exceptional attention to detail and superb communication and organisational skills are required to effectively carry out this role. A successful applicant will gain an understanding of the different stages of the audit process, advanced Microsoft excel experience, and delivery of excellent client service. Full training will be provided.

Key Responsibilities and Duties Include:

• Developing knowledge of the audit process to proactively provide support
• Preparing template accounts in Microsoft Excel
• Generating and updating standard documents in Microsoft Word, Excel and PowerPoint
• Editing and finalising accounts in Excel based on instructions from audit staff
• Raising bills and preparing invoices
• Checking, updating, and inputting data fields on the CRM
• Managing electronic calendars and booking meetings
• Making travel arrangements for staff
• Taking meeting minutes
• Proof reading documents
• Answering phones, handling post, and interacting with clients and suppliers
• Participating in training new team members and preparation of training materials
• Providing administrative support for marketing events when needed

Essential Skills & Experience Required:

• Strong administrative skills.
• Proficient with MS Office, Excel and PowerPoint.
• Ability to build and manage strong relationships with all levels within the organisation.
• Proactive, organised and efficient.
• Professional communication skills.
• Excellent presentation.
• Successful experience of meeting deadlines
• 12 months previous experience in a similar Administrative role within a busy office environment
• Successful experience of meeting deadlines
• GSCEs or equivalent in Maths and English at grade C/4 or above

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Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 200