Client Services Assistant
Green & Co are a forward thinking and pro-active practice with a diverse range of successful clients and an excellent team environment.
We are seeking an a Client Services Assistant to join our growing team at our offices in Cwmbran.
As owner occupiers of Pembroke House, the business centre with serviced offices, the Client Services team are responsible for the smooth running of both businesses.
This person should be an enthusiastic and motivated individual who has previous experience, copes well under pressure and works effectively as part of a team.
Duties and Responsibilities
The successful candidate will be responsible for the many aspects of administration across a wide range of clients.
Key tasks will include, although are not limited to:
- Producing accounts documents and letters to be sent to clients, working to strict deadlines
- Managing the electronic 'tasks' system to ensure client documents are returned within time deadlines.
- Prioritising workload from a number of partners / managers
- Managing multiple diaries for 3 directors and management team
- Meeting and greeting clients of both Green and Co and Pembroke House
- Acting as first point of call for tenants of Pembroke House
- Dealing with emails and post in a timely manner
- Liaising with clients, in person, by phone and letter/email
- Answering two separate telephone systems in a timely and appropriate manner and directing the calls appropriately
- Scanning and retrieving documents in the electronic filing system
- Reception duties
- Dealing with post both inwards and outwards
- Taking ownership of all webinars booked and setting up on computers
The successful candidate will:
- Have experience of working in a busy office environment
- Have excellent verbal and written communication skills
- Be proficient in using Microsoft Office
- Have accurate typing/proof reading skills
- Manage deadlines
- Experience of working in the accountancy/legal sector is advantageous
For more information on Green & Co or to see other positions available, please visit our website www.greenandco.com