Client experienceYou will provide clear, timely support, responding to queries promptly, and ensuring accurate communication. A strong focus on service and attention to detail helps build trust and a positive client experience.
Skills and experienceWe encourage candidates of all backgrounds and capabilities to apply, although it’s essential that your values and experience align with this role’s key responsibilities.
- The successful candidate will:-Support the client delivery teams and all offices in all administrative and day to day operational matters, working collaboratively with colleagues across the whole team. These may include managing meeting rooms, looking after facilities, coordination of team meetings, coordination of diaries for Managers, Associates and Directors for client meetings, supporting events, filing and other tasks as required.
- Manage the reception area which will include greeting clients.
- Ensure all work within the typing pool is properly scheduled and delivered on time
- Oversee the process of obtaining confirmations from the bank and if applicable debtors / creditors
- Arrange timely submission of financial statements and other documents with relevant regulatory bodies, including assisting with management of the job stages on practice management for filing deadlines and submissions
- Administer the client take on, maintenance and disengagement procedures, ensuring relevant forms are completed per standard operating procedures (SOPs), letters are issued, and systems are kept up to date
- Act as a designated Fire Warden and First Aider as part of day-to-day duties, conducting basic safety checks of fire equipment, escape routes and first aid supplies. Support emergency procedures including evacuations and first aid response.
- Maintain flexibility in working location, with a willingness to travel to other sites within a reasonable distance as required.
- What we are looking for: -Flexibility to travel to other offices to support cover
- Strong IT skills with a working knowledge of Microsoft Office
- Effective organisation and communication skills, both verbal and written
- Production of accurate and timely work within your service line
- Excellent attention to detail
- The ability to work effectively as part of a wider team
- Developing understanding of data protection requirements
- Join Duncan and ToplisFrom flexible working arrangements and time-matched volunteer hours to online fitness classes and mental health support, at Duncan and Toplis, we're committed to helping our people maintain a healthy and balanced lifestyle.We help our team to develop their talents and encourage ambitious individuals to progress their careers and expand their professional and personal.Our values of trust, partnership, and inclusivity are at the forefront of everything we do.