Professional Support Administrator

Role Overview

To provide administrative and organisational support as required by the Cambridge Tax and Insolvency & Recovery teams.  The post-holder will be part of the Professional Support team who provide administrative assistance to all departments across the practice.

To deliver high standard of administrative support and world class customer service in line with Price Bailey strategies, policies and procedures

 

Principle Responsibilities:

  • To draft and format correspondence
  • To print tax returns for client signature, together with associated schedules and covering letter
  • To file tax returns online
  • New client procedures including drafting forms, drafting engagement letters, setting up on Tax software, ID checks, downloading documents required for Anti Money Laundering purposes
  • To update trackers and workflow spreadsheets
  • Mail merges
  • To assist portfolio holder with drafting routine bills
  • To arrange team meetings, draft agenda, take minutes, circulate notes and action points
  • To arrange meetings with clients and contacts
  • To liaise with clients for outstanding information required
  • To book events and networking activities
  • Diary management as required
  • Database administration
  • To process expenses on behalf of the managers
  • Scanning and filing
  • To assist other team members as and when needed to help cover holiday/sickness cover and busy periods which may include the need to work from a different office
  • To work on ad hoc projects as directed
  • To undertake such other tasks as may be reasonably assigned from time to time

 

Person Specification:

Work based Competencies

  • Min of 5 GCSEs or equivalent including English Language and Mathematics
  • Word, Powerpoint and Outlook to Intermediate Level
  • A minimum of 1 year’s administrative and secretarial experience
  • Excellent customer service and telephone manner
  • Good planning, organisational and time management skills
  • High standard of English
  • High standard of presentation skills and proof reading
  • High standard of typing accuracy
  • High standard of numeracy and literacy

Behavioural Competencies

  • A positive attitude and a strong desire to deliver high quality results
  • Professional appearance
  • Able to use good judgement and initiative, particularly in response to the prioritisation of deadline dependent work
  • Able to demonstrate reliability, discretion, confidentiality and flexibility

 

Training & Development:

  • Continued professional development program
  • Annual performance reviews

 

Benefits Package:

  • Smart Working (see link for further details https://www.pricebailey.co.uk/careers/experienced-hires/working-price-bailey/)
  • A relaxed and professional environment      
  • Social Activities/Charitable Events
  • Competitive Salary and Benefits Package
  • 25 days Holiday (ability to purchase up to 5 extra days annually under our flexible benefits scheme)
  • Life Assurance
  • Contributory Pension Scheme
  • Retail Discounts as part of UK 200 Group

 

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