Office Administrator

  • Manchester, United Kingdom

Office Administrator

Job description

My Accountancy Place are a firm of accountants that work exclusively with digital creative agencies. We use proven strategies to solve the challenges that agencies face and enable them to grow sustainably.


The aim of the Client Co-Ordinator role is to run a slick and streamlined administration function that creates an excellent client experience and removes all non-technical work from our accountants.

Requirements

Key Responsibilities:

  • Onboarding new clients - Setting up new clients on Internal systems, setting up accounts (Xero, Go Cardless, Receipt Bank), welcome packs, welcome gifts, welcome calls, setting up onboarding meeting, obtaining professional clearance from other accountancy firms, authorising clients for services with HMRC, Create landing pages for the New Client welcome videos.

  • Discovery Calls

  • Dealing with any Intercom queries

  • Be responsible for the customer service, setting up the meeting room for meetings, setting up the light box, arranging drinks and snacks etc.

  • Welcoming clients and contacts when they come for in meetings

  • Handle office inbound calls

  • MAP Aged Debtors - Chasing for outstanding payments and liaising with MAP FD

  • Requesting Onboarding information from new clients

  • Dealing with professional clearance inbound and outbound

  • Chasing existing clients for information to allow the technical team to complete jobs i.e VAT, Payroll, YE Accounts and PT Returns

  • Completing the confirmation statements for the clients on Companies House

  • Calling HMRC for client queries and to solve any issues for example, payment plans, letters queries, late VAT payments etc

  • Annual Client Fee reviews

  • Incorporation of a company and dissolving a company

  • Client disengagement

  • Client Feedback Calls

  • Director only payroll

  • Client Birthday cards

  • Scan post and forward to client and MAP team

  • Chase R&D Provider for any invoices

  • Managing AdvanceTrack Jobs for Accounting teams

  • Social Media Marketing

Success measures:

  • Feedback from clients and team

  • Numbers are low on dashboard in InfusionSoft or tasks are cleared.

  • Speed of completion of on-boarding job

  • Speed of completion of one off jobs

  • Successfully dealt with HMRC queries e.g. set up a payment plan

  • Feedback from clients and FDs

The salary for this role is up to £21,000 dependant upon experience.