Job Advert
Ward Goodman is a leading firm of Financial Planners, Wealth Managers, Accountants, and Tax Advisers in the South of England, offering integrated and holistic services to help clients achieve their financial goals. With offices in Ferndown and Shaftesbury, we proudly support large and small businesses as well as individuals across Dorset with expert financial and accountancy solutions.
We are currently looking for a full administration support service to the Accountancy Services division. To provide cover for other members of the admin support team as required.

EXPERIENCE REQUIRED:

• Experience of professional services environment.
• Full knowledge of Microsoft Office and database management, specifically excel.

• Answer external telephone calls.
• Monitor numerous inbox source and Teams
• Reception cover – in Ferndown (if required)
• Preparing draft proposals for clients and ensuring terms included and up to date.
• Communicating Company clients, businesses and individuals
• Have a thorough understanding of workflow throughout the accountancy services division.
• Raising client invoices when work to be billed and chasing outstanding payments
• Have a thorough knowledge of all software platforms used by the accountancy services
• Including Government Gateway
• Undertake new client on boarding, in accordance with Company procedures and compliance with anti money laundering procedures.
• Call in books and records and scan in accordance with workflow timescales and maintain database of records held.
• Maintenance of client details on Digita and PI database.
• Monitor and review information on Digita to ensure information across all platforms is consistent.
• Scan, upload and retrieve client records to portal for approval
• Liaise with clients to prepare and submit confirmation statements.
• Provide support to other Administrators when needed