Client Support and Admin Assistant – Financial Service (ZR_19074_JOB)
- Freelance
- General (Remote)
Job Highlights:
- Contract type: Independent Contractor
- Schedule: Flexible (minimum 20 hours per week)
Client Timezone: UK business hours
Customer
Service & Client Management
- Customer service through email, chat or phone
- Follow up with new prospects/clients
- Prepare engagement letters, agreements & proposals
- Prepare professional clearance letters/requests
- Client onboarding
- Anti-money laundering checks
- Adding/removing clients on HMRC portals
- Corporation Tax / PAYE / VAT registrations & deregistrations
Organizational Support
- Manage the director’s email inbox, prioritizing messages and
responding to client queries professionally. - Identify common queries to provide a solution to
reduce the number of emails - Oversee the director’s calendar, schedule appointments, and ensure efficient time management.
- Respond to basic client queries, including financial; providing
accurate and timely information. - Maintain and organize client records, files, and documentation in a
consistent and universal format. - Support workflow management across the team, ensuring tasks are
assigned, tracked, and completed on time via our client portal Karbon - Creation of workflows
- Identify and implement process improvements to enhance efficiency
and client satisfaction.
General Support:
- Provide ad-hoc administrative support and assistance with special
projects as needed. - Liaise with clients and team members to facilitate smooth
communication and task completion.
Social Media Management:
- Assist with Developing and scheduling engaging content for the firm’s
social media platforms (e.g., LinkedIn, Instagram, Facebook). - Monitor, respond to, and engage with comments and messages to build
online relationships. - Assist in creating strategies to grow our online following and
engagement. - Track and report on social media metrics to inform content
strategy.
Requirements
- Proven experience in administrative and workflow management,
preferably within a professional services or finance setting. - Strong communication skills, both written and verbal, with a
professional and approachable tone. - Excellent organizational skills with the ability to manage multiple
priorities and deadlines. - Experience with task management or project management tools (e.g.
Karbon) is highly desirable. - Familiarity with email and calendar platforms (e.g., Outlook,
Google Workspace). - Social media management experience, including content creation and
scheduling tools (e.g., Canva, Hootsuite, Buffer). - A proactive and self-motivated approach, with the ability to work
independently in a remote environment. - Basic understanding of financial terminology and processes is
desirable.
Benefits
Independent Contractor Perks:
- Permanent work from home
- Immediate hiring
- Steady freelance job
Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.
ZR_19074_JOB
Source ⇲
Bruntwork Careers