Personal Assistant to clients Bristol, England
Job description
It is a requirement for every staff member to be able to come to the Bristol office for Training and also weekly meetings. Outside of this, the role is working from home and you will be expected to have a suitable working environment. All equipment will be provided. The working hours will be Monday – Thursday 9am – 17.30pm and Friday 11.00am – 19.00pm. All candidates that apply must have good technology skills as training will not be provided on how to use basic computer applications, mobile applications or mobile phones.
Our desired candidates would have the following skills:
- Experienced in Excel, Microsoft and CRM.
- Good verbal and written communication skills.
- Good timekeeping skills.
- Good organisation skills.
- Friendly and comfortable speaking to a high volume of clients on the phone.
The role will include but is not limited to the following:
- Liaising with accountants and other professionals.
- Making outbound calls and receiving inbound calls from current and new clients.
- Inputting information onto CRM software.
- Sending and receiving application forms.
- Helping clients with figure queries.
- Managing multiple email inboxes.
- Managing reports and HMRC deadlines.
- Call clients on a monthly basis to manage their accounts and ensure customer satisfaction.
- Helping clients complete compliance documents.
This job role will keep you busy, each day is different and you will always learn something new. We have a fantastic team who all specialise in offering a beskpoke services for our clients. If you think you meet the above criteria and would like the opertunity to work with us, please apply with your CV.
Job Types: Full-time, Permanent
Salary: £22,000.00-£26,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Cycle to work scheme
- Free parking
- On-site parking
- Work from home
Schedule:
- 8 hour shift
- Day shift
- Holidays
- Monday to Friday
- No weekends
Work Location: In person
Application deadline: 15/09/2023
Reference ID: Mayday4907
Expected start date: 25/09/2023
