Northern Tonic is a fast-growing accounting business based in Yorkshire, but with a national outlook. We help business owners create the organisation they want by using technology and financial direction to increase profits and develop their business. We are not like a normal accountancy firm due to our focus on the future. We expect our colleagues to not only take care of the financial data, but to use that insight to fuel new opportunities and provide real value for our customers.
The role of Administrative Assistant is to ensure that the day-to-day business processes run smoothly, ensuring that customers get an efficient service and a feeling of 'wow'. Whilst the duties carried out may vary from customer to customer, the core values to the way this work is carried out remain consistent - Entrepreneurship, Innovation, Sustainability, Integrity, and Service.
Responsibilities
- Bright Manager - CRM
o Review and update BM to ensure data quality and integrity which is fundamental for the whole business
o Documentation- Upload documents and update BM checklists
o AML Checks & 64-8 applications
o Following up for information
o Renewal of ID and engagement letters
- Customer Wow
o Sending out welcome packs and other one-off mail outs, e.g. annual calendar
o Assist in organising events- 121 coffees/lunches/dinners, round table events, bigger scale events with speakers, customers and prospects
o Assist with customer welcome and disengagement process
o Follow up on professional clearance letters
- Admin
o First line for telephone answering and forwarding VM messages to colleagues
o Welcoming customers that come in for meetings and making drinks / taking lunch orders as needed
o Sorting company post, scanning/forwarding to relevant staff or customers
o Document scanning and archiving
o Administrative support to all departments
o Producing documents, Typing up correspondence
o Monitoring stationery & supplies- Printer cartridges/Paper/Loo roll/Coffee/etc
o Gathering information for bulk emails
o Assist in organising Company events - Christmas party, team day ect
Skills
- Attention to detail
- Well organised
- Effective time management, with the ability to work to deadlines
- Excellent communication, both written and verbal
- Ability to build relationships and trust with customers and colleagues
- Honesty and discretion due to the confidential nature of work