• Location
    Workington, Cumbria
  • Salary
    £ 9 - £ 10 / Hourly
  • Category
    Office and Secretarial - Administrator
  • Job type
  • Industry
    Office and Secretarial
  • External Reference

We are looking to recruit an Administrator to start work immediately in a family run, national award-winning accountancy practice, led by the same senior management team and partners for the last 25 years. The role will be for 6 months initially but could become permanent, there is also scope for the role to be part time in the future.

Working in the administration team you will be providing top quality administration support. The company's mission is to help their clients build better businesses, deliver exceptional service and gain total fulfilment from their work, their business and their organisation

You will be involved in a wide variety of tasks including:

  • To assist the Financial Advisers with all aspects of financial administration. Using electronic database (SAGE 50 /SAGE Practice Solutions).

  • Dealing with client or provider queries promptly via telephone and email

  • Developing and maintaining administrative systems and performing clerical duties, such as word processing, meeting minute taking, scanning and photocopying.

  • To process and deal with new business to SLA deadlines

  • To maintain the computer records ensuring that information is correct and up to date

  • Reception duties including welcoming clients and visitors to the office.

  • Answering the telephone in a confident manner and dealing with client queries.

  • Provide customer service, accepting payments or providing refunds

  • Understand the company's internal procedures and ensure processes are followed.

Skill set needed:

  • A professional manner - pleasant disposition, affable and personable

  • An understanding of financial professional services

  • Excellent attention to detail and extremely organised

  • High level of personal integrity

  • High level communication skills both written and verbal

  • A solution focused approach to work

  • Able to work efficiently as a part of a team as well as independently

  • Ability to interpret and implement company policies and procedures

  • A good working knowledge of Microsoft Excel/word and be quick to learn other IT systems

  • A sound understanding of the need for confidentiality and data protection

  • Previous experience and knowledge of Accountancy practice would be advantageous

  • Experience: Accountancy Practice Administration: 1 year (Preferred)

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

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Please apply with your CV to: Jodie Law