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Assistant to Client Manager/Partner

Zoek Pin Gravesend, Kent, England

£25k per year

Permanent (Full time)

Assistant to Client Manager/Partner

Salary: Up to £25k . (dependent on experience and level of skills)

Working Hours/Days: 9am - ; Monday - Friday

Location: Gravesend, Kent DA12

We are a well-established, dynamic and solution driven firm of Chartered Certified Accountants based in Gravesend, Kent. We provide excellent specialist accounting and taxation services to individuals, owner managed businesses and SMEs within the UK and abroad.

We are delighted to be recruiting for a Client Manager's Assistant (CMA). As an experienced administrator with accountancy knowledge, your role will be to prepare quotes/proposals/engagement letters for new prospects, provide a great onboarding experience to new clients, liaise effectively with previous accountants, answer client queries and assist the Client Manager in providing a first-class service to clients. Therefore, you will need to have practical experience in accountancy, excellent organisational skills, excellent interpersonal and communication skills and be able to utilise technology to manage workloads efficiently.

Main duties include:

· Providing secretarial support to the Client Manager / Partners / Managers

· Providing regular reports to the Client Manager / Partners, on production, practice management, and marketing & sales activity

· Onboarding new clients

· Managing the due diligence process for new clients and ensure compliance with relevant legislation and ACCA rules

· Establishing and implementing client engagement strategy and processes

· Monitoring client satisfaction levels, client complaints, attrition rates and follow up on resolutions if appropriate

· Assisting with Business Development and prospect/client engagement activities

· Other duties commensurate with position

The Ideal Candidate will:

· Be very accurate and have high attention to detail

· Have excellent time management and organisational skills

· Understand prospect and client psychology

· Have excellent interpersonal skills - ability to build rapport effectively and professionally with colleagues, clients, and external contacts

· Be able to prioritise and effectively manage a varied workload with minimal supervision

· Have excellent oral and written communication skills

· Work as part of a team to ensure deadlines are met

· Have advanced MS Office skills - especially Word, Excel and Outlook

· Have experience of working in an Accountancy practice

· Have knowledge of GDPR and ACCA rules and procedures

· Have a UK driving licence and access to a vehicle

· Preferably be AAT/ATT/ACCA/ACA qualified (not mandatory)

If you feel you are the ideal candidate APPLY today!

Keywords: Office Manager / Administrative Vacancies / Office / Manager / Management / Management Vacancies/ Office Administrator/ Support, Manager, Management, Operations Manager, Accountant, Accounts, Bookkeeper, Finance

Posted 20 days ago

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