Job Description
Duties and responsibilities will include:
Post:
- Keeping post in/out log up to date
- Scan daily post received to partners
Filing:
- Filing will be minimal due to everything saved digitally
Clients:
- Answering phones and taking messages
- Booking appointments using shared calendars and inviting staff through SMS
- Texting clients on various matters – chasing records, chasing signed Tax Returns, chasing signed accounts and confirming appointments
- Typing of client correspondence using SPS letters
- Binding business and rental accounts
- Client VAT – assisting with the VAT team with client transactions
- Recording incoming and outgoing client records
SPS – client database:
- Maintaining client’s contact details
- Updating attributes
- Updating document links
- Disengagement process under the supervision of Admin Manager issuing letters and completing SPS (date left)
- Update disengagements in excel sheet for Partners
- Move records to NLA on shared drive
Banking & finance:
- Record cash, cheque and credit card receipts on Debt List and summaries
- Credit card receipt copies to clients
- Petty cash – in the absence of Practice Manager & Admin Manager
- Practice supplier invoice postings
- Client VAT records recording transaction
- Take monies to bank when necessary
- (Cheques under £1000 to be passed to DH/AB to update through mobile app)
Errands:
Post Office i.e. recorded delivery/special delivery etc./Going to shops if anything needed urgently – usually carried out to coincide with any bank duties.
Improvement of services:
- Projects for improvements of internal processes welcome
- Any ad-hoc tasks as instructed by the Partners or other members of the team
Personal Qualities :
We aim to provide a structured learning environment, but it is critical that the apprentice has the ability to clearly communicate instructions, ideas and concepts, which will help them find success in their career.
- Conscientious
- Meticulous attention to detail
- Presentable
- Self-motivated
- Empathy
- Multi-tasker
Skills Required :
- Organisational skills
- Proficiency in Microsoft Office packages
- Time management skills
- Strong communication skills
- Problem-solving skills
Order management, billing, reporting, researching, ordering and invoicing.
Future Prospects :
The Level 3 Apprenticeship in Business Administration is a valuable stepping stone to further study such as higher apprenticeships or to employment within a wide range of possible careers.
The company have said the future job prospects are likely to follow if the apprenticeship is successful.
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