Client Experience Assistant

Full Time, Permament

Competitive

Scarborough

The role of a Client Experience Assistant is to provide key support to the Accounts & Tax Compliance teams by ensuring tasks - which are all critical to our clients having a world class experience with Fortus - are executed in a consistent, professional and efficient manner.

Specific detail on the role is outlined below:

Ground floor office environment
Various tasks relating to preparing offices for opening/closing each day
Greeting visitors, making drinks and keeping office spaces clean and tidy
Keeping records/storage rooms organised
Booking in client records and preparing for collection again
Taking card payments and recording monies received
Dealing with post (opening/distributing and franking/sending)
Client onboarding
Onboarding new clients (checking AML compliance complete, creating client record on IRIS and issuing engagement letter)
Data integrity
Maintaining IRIS database (updating client information as required and ensuring accuracy of data)
Running Iris reports
Assisting with data retrieval – obtaining SA302s and Tax Year Overviews etc.
Books in / outsourcing
Preparing/scanning documents for outsourcing
Review of records, contact relationship holder for direction and flagging any obvious omissions i.e. personal tax info
Following instruction from relationship holder, necessary records to be scanned in and distributed to IRIS or other member of the accounts team as work in progress
Drafting of control sheets for outsourcing, electronic records pulled together and uploaded where necessary
Monitor outsourcing process, jobs in hand and any queries that need actioning
Initial point of contact for missing information. Where this can’t be accessed easily, please refer to exec / senior
Responsible for posting outsourcing timesheets to iris. This is posted based on a report received on a Monday, for all jobs completed at outsourcing for the previous week, ensuring WIP is back loaded as jobs arrive back to us for accounts exec / senior to review
Ensuring the books received from client or relationship manager are accurately booked into our records room following existing process
Ensuring regular review of books in records to ensure anything unnecessarily held is returned
Accounts / Tax Completion & Filling
Preparation of final accounts / tax return packs for onward distribution to clients (Openspace / post) – Relationship holder to advise
Monitoring and saving of approved documents and passing on to the relevant team member
Preparation of 64-8 authorisation forms and obtaining HMRC codes
Assisting with ID verification for Companies House (new rules coming in)
Admin support for MTD quarterly returns
Scanning/filing signed accounts and tax returns with HMRC
Chasing in client information
Making client appointments
Starting calls to HMRC then passing to team members once connected (avoiding long periods of time on hold for chargeable staff)
Client offboarding to include, close down of client record on IRIS, issuing disengagement letter, compiling professional clearance information, letter preparation and pulling relevant reports/info together.
On-going AML procedures