Maternity Cover (10 months) - Fixed Term Contract
Our client is a firm based in North London. They service a range of clients from various sectors. They are offering accounts preparation, audit, company structure and tax advice. They are recruiting a Compliance Administrator for a 10-month FTC for maternity cover.
Main job purpose
Responsible for providing an efficient, timely and effective support service for the professional team.
Key Responsibilities
1) Client setup, including (but not limited to):
Setting up new clients on CCH (our practice management system), while ensuring all required information has been providedEnsuring that fee earners have correctly completed the Know Your Client and Risk Assessment formsCarrying out Smartsearches for new clientsActivating OneClick (the messaging portal) for clientsSending out welcome emails to clients 2) Ongoing database management, Including (but not limited to):
Updating client information on CCH (subject to the appropriate money laundering checks)Closing 'no longer acting' clients on CCHClient allocation exercisesAdding assignments (jobs) to CCHAd hoc database exercises as and when required 3) Provide a monthly new client report to the Head of Tax
4) Provide company secretarial services for clients using Inform Direct, including:
Company formationsConfirmation StatementsAdministration of any changes (e.g. changes in Directors)Dissolution of companiesGeneral maintenance of the database 5) Provide administrative support for ad hoc tasks as required
6) Follow the firm's procedures at all times, especially anti-money laundering procedures
7) Build a good rapport with colleagues
8) Cover holiday arrangements and peak workloads as required
9) Liaise with staff and partners to ensure a high level of client service at all times
Technical, training & skill levels
1) Good organisation and administration skills
2) Effective use of IT (i.e - email, database etc)
3) Strong attention to detail and accuracy
4) Take responsibility for accuracy of work
5) Effective time management
6) Team player
7) Adaptable and flexible
8) Able to work steadily under pressure
9) Can meet deadlines and commitments
General
1) Take ownership of work and suggest improvements
2) Take responsibility for following the firm's procedures
3) Meet all targets set by the firm
4) Punctual
5) Attend and contribute to Operations team meetings
6) Take responsibility for own personal and professional behaviour
7) Actively progress own learning and development
8) Act with honesty, fairness and integrity in all dealings with clients, contacts and colleagues whilst respecting confidentiality and building trust
9) Maintain a professional appearance and image
Reporting, relationships & management
1) Manage own workload and assist others in the Operations team
2) Report to Operations Director