Business Support Administrator

Description:

As a Business Support Administrator, you will be part of a growing, successful team delivering high-quality services to clients. You will support the work of the wider teams and be an ambassador for us to clients and connections as they visit. The Business Support team undertake client-facing and chargeable administration tasks.

The role requires good communication and presentation skills. It involves substantial contact with clients and staff, as well as many other individuals and organisations. We are extensively computerised, and experience of Microsoft applications is essential. Other systems are more specialised relating to accountancy services and administration, which you will be fully trained on.

We provide all our staff with access to Croner-i, Mercia, Tolley’s and LinkedIn Learning as required/relevant. We also provide ongoing training to develop your ‘soft’ skills, e.g. making a positive first impression, mastering effective time management techniques, and enhancing your communication skills.

Accountabilities

This role covers a wide range of tasks that go into supporting the smooth operation of the business on a day-to-day basis, focusing on the administration of the clients we serve. This means you’ll be responsible for a variety of processes and documents, such as the admin associated with the onboarding of new clients, the creation of some official documents, and the submission of others.

The following are some of the key tasks involved in the role. You will touch on one or more of these during your day, so you’ll need to be organised, with an eye for detail. You’ll also need good knowledge of MS Excel.

• Electrical and manual client onboarding, letters of engagement, client portal administration, new company incorporations, allocating client codes, and sending documents and client packs for electronic signature.
• You’ll need a full understanding of the ‘lost client’ process and be able to create professional clearance packs on NLA clients.
• You’ll prepare basic company secretarial work (e.g. AP01, share transfers), complete CS01s, submit accounts, and support when needed in the submission of CT600s and tax returns; and prepare DS01 and AA02 dormant company accounts.
• You’ll support with the booking in and out of books and records if required, and HMRC agent authorisations.
• You’ll also need to act as an agent on the Admin Support ticketing system, responding to queries in line with defined SLA targets across all assigned queues.

In addition, you’ll undertake data cleanse work, support the front of house (FoH) team with the set-up of client monthly reminders, organise the set-up of Direct Debits with the Finance team whenever necessary, monitor any monthly deadlines, manage deadline extensions, and send out bulk mail merges.

Skills Required

The role demands excellent organisational skills and a strong understanding of service delivery in a financial services organisation to drive efficiency and enhance client service delivery.

You will have the skills and ability to prioritise your own workload whilst maintaining high attention to detail. You will be a natural relationship builder with exceptional communication skills. Flexibility and ambiguity as well as possessing the ability to take own initiative and demonstrate good judgement are key skills required within this position.

• Excellent telephone manner
• Good communication skills, with the ability to communicate with all levels of seniority
• Experience with Microsoft applications
• Ability and willingness to acquire new skills to the requirements of the position through “on the job” training
• Good and accurate typing skills
• Discreet
• Self-motivated, anticipating issues before they arise and/or resolving issues using knowledge and experience
• Experience of working in an accountancy practice is desirable, but not essential
• Minimum five GSCEs at grade C (4) and/or above including Maths and English.