Data Administration Apprentice

This apprentice position is responsible for the practice administration, bookkeeping, client support and front office reception at our Harpenden office.

This is an excellent opportunity for a capable individual who enjoys working as part of a team to deliver excellent client service. The ideal candidate will be looking to develop their skills in a rapidly growing and dynamic, multi-office business using industry leading software applications with support from a multi award winning national accountancy network.

Key Responsibilities:

• Answer telephone calls, emails, front office reception enquiries and arrange meetings in a timely, courteous and efficient manner
• Support practice banking, bookkeeping, credit control and supplier payment activities accurately posting transactions to practice and client records
• Accurately update and maintain client records and database applications
• Support digital document management and scanning activities
• Support marketing and brand awareness duties including developing and delivering key seasonal client campaigns
• Support maintenance of practice compliance activities including anti-money laundering and due diligence checks.
• Support Senior Management Team in collating weekly KPI’s to work towards the HRH team and Client Partner portfolio targets for the financial year
• Complete all TaxAssist Academy Practice Administration courses

Job Requirements:

• Quality of work:accuracy, thoroughness, completeness. Assignments are completed using standard work-papers/templates to a high standard that are ready for review. Partners can complete their reviews and communicate with the client within assigned review budgets. All in and out client correspondence is filled in TaxCalc and Virtual Cabinet
• Administration: Checks fees, raises invoices on time, follows up on unpaid debts, and completes accurate time records
• Productivity: assignments are completed within the budgeted time and costs (to achieve 3 X salary & NI fee target) which are always checked before commencing work. Colleague always checks the agreed Client “Record Quality” factored into client fees and escalates any issues with the Partners for resolution with the client before spending time
• Client Development & Satisfaction: Clients worked on are satisfied with our service and would rate us a minimum of 8 or 9 out of 10. They would recommend us to their friends and family. Client concerns/issues are escalated to Partners. Client requests and communications are acknowledged within 1 day and fully responded to within agreed time frame. Opportunities to broaden our services to clients are identified. Where our services are appropriate personal contacts are introduced as new clients.
• Teamwork and Communication: Colleague is a positive and effective team player. Treats colleagues with dignity and respect. Communicates issues or problems within the team and with the Partners as necessary. Helps colleagues

Desired Personal Qualities

• A friendly, open personality with excellent interpersonal and client service skills
• A person who enjoys working as part of a dynamic team
• Excellent telephone manner and skills
• Excellent time management and multi-tasking prioritisation skills

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Presentation skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Creative
• Initiative
• Non judgemental
• Patience

• English GCSE, grade 4 (Essential)
• Maths GCSE, grade 4 (Essential)