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Client Support and Finance Administrator Part-Time/ Permanent Guildford -Central Hours: 21 hours £24-30k (Pro rata) Our client, a global financial services company in Guildford are currently seeking a highly organised and proactive individual to join their team as a Client Support and Finance Administrator! As a key member of their team, you will provide crucial support to their clients and contribute to the smooth operation of their tax compliance services. Key Responsibilities: Provide comprehensive administrative support to the team, ensuring efficient and effective workflow. Deliver excellent telephone customer service, addressing client inquiries and concerns in a professional and timely manner. Assist in onboarding clients onto relevant systems, including conducting necessary anti-money laundering (AML) checks. Maintain accurate and up-to-date client data, including addresses, on various platforms Handle incoming and outgoing mail, scanning, and distributing it to the appropriate team member. Manage and review clients online accounts with HMRC to ensure compliance. Maintain client trackers, ensuring accurate and updated information is available. Prepare standard HMRC letters and assist in packaging and uploading tax returns and other documents to client portals. Provide general administrative support to the team and assist with any client-related tasks as needed. Assist in US tax administration, including printing returns, updating work-paper files, and preparing engagement letters. Manage finance administration tasks, specifically in Xero, such as invoicing, inputting external invoices, chasing client payments, and maintaining client/supplier details. Support global billing coordination and manage client and supplier lists. Skills/ Qualifications: Strong organisational and time management skills, with the ability to prioritise tasks effectively. Excellent customer service and communication skills. Proficiency in using Xero or similar accounting software Meticulous attention to detail and accuracy Ability to work independently and collaboratively as part of a team Prior experience in tax compliance support or a similar role is desirable. If this is for you then you should apply today! If you know someone else who may be suitable, please pass on their details or ask them to apply! Click on the apply button or call me, Annie for more information on the role on Note: Please note that due to the high volume of applications received, only shortlisted candidates will be contacted. Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
We are a well established and successful financial services company based in Godalming, who are recognised in our sector as being a market leader. Having successfully recruited across the business during 2023, we continue to grow and require an additional Administration Support person working within the wider administration support team. Our Administration Support roles are an excellent entry level role for candidates looking to move into their first fully office based position. You may currently be working in retail, hospitality or leisure or similar and be looking to secure your first office based role or you may be a recent College or University leaver looking for an office role now your studies are completed. The Administration Support role will support our more experienced Administrators who in turn support our financial consultants. We can offer full training and support. Working Mon-Fri 37.5 hours per week, we are offering a generous starting salary plus full training and career progression, free parking, 25 days' holiday, life cover, private healthcare and a company pension. As one of our Administration team, you will cover a wide range of duties and will be responsible for assisting the Consultants and Administrators by providing the following secretarial and administration services. Using the Company's standard word-processing, spreadsheet and e-mail software (currently Microsoft Word, Excel and Outlook/Exchange). Ensuring all paperwork is filed promptly and that files are maintained in good order. Printing off standard database reports, both routinely, and upon request. Storing and retrieving papers for Follow-Up ('Pinks'). Photocopying. Undertaking other tasks at the consultant's request to ensure efficient operation of the office. Production of standard letters on the instructions of the consultant EID checks to be completed All procedures necessary for the production of Statements including emails, letters and telephone calls, scanning, database and uploading. To be successful, you will have ideally have excellent PC skills (Word, Excel and Outlook) and the ability to work in a busy environment managing your own workload and prioritising your daily tasks. We welcome applications from candidates with or without previous office admin experience. The successful candidates will have excellent communication skills (written and verbal), you should be a quick learner and have a professional, confident and efficient approach. The role would suit recent College or University leavers seeking an office based role or those candidates with some admin experience gained within another sector, now seeking their first fully admin based position. In return we can offer a generous starting salary, plus excellent benefits and career development opportunities, with a well-respected and fast-growing organisation working Mon to Fri with on site parking and 25 days holiday. Please submit your CV asap for immediate consideration.