Client Services Administrator

at  Placing Heads

• State of the art offices
• Great work life Balance
• Fully supported team environment
  Located in Malvern, this highly regarded firm of Chartered Accountants and Business Advisors are searching for a Client Services Administrator who will become part of a warm and welcoming team of professionals!
  This professional accounting practice has been servicing a broad range of high net worth client’s for the last 60 plus years. Working out of state of the art premises, their needs now extend to hiring a Client Services Administrator to report to the Practice Manager

Responsibilities will encompass:

• Assisting the Practice Manager with day-to-day tasks and
• project tasks
• Accounts Receivable; Daily preparation of banking
• including processing of receipts
• Debtors Management including liaising with clients
• Assisting Practice Manager with bookkeeping data-entry
• Information Technology (IT) Support; act as internal point of contact for Team
• liaise with external IT provider and other third party software providers
• Assist Firm with “Move to Cloud” Project
• Office & Property Maintenance; deal with day-to-day issues and liaison with Property Manager & Third Parties
• Assistance with maintenance of the practice management database and systems
• Assist with development of firm policies and procedures as required
• Filing, Photocopying and scanning
• Project Work re: Scanning of Files & Records
• Beverages for Directors & Visitors, as required
• Ad hoc duties as required

The practice openly supports a healthy work/life balance, together with a high standard of service delivery they offer ongoing training and support as well as encourage their staff to upskill. The perfect candidate will have strong analytical skills, be an excellent communicator and be able to work autonomously and harmoniously in a team environment.
What a great job! If you feel that this one has your name on it, please forward your resume asap!
Placing Heads! Your job is our business

• Assisting the Practice Manager with day-to-day tasks and
• project tasks
• Accounts Receivable; Daily preparation of banking
• including processing of receipts
• Debtors Management including liaising with clients
• Assisting Practice Manager with bookkeeping data-entry
• Information Technology (IT) Support; act as internal point of contact for Team
• liaise with external IT provider and other third party software providers
• Assist Firm with “Move to Cloud” Project
• Office & Property Maintenance; deal with day-to-day issues and liaison with Property Manager & Third Parties
• Assistance with maintenance of the practice management database and systems
• Assist with development of firm policies and procedures as required
• Filing, Photocopying and scanning
• Project Work re: Scanning of Files & Records
• Beverages for Directors & Visitors, as required
• Ad hoc duties as require