Financial Administrator

  • Location
    Cambridge, Cambridgeshire
  • Category
    Accountancy - Accounts Admin
  • Contract Type
    Permanent
  • Salary
    £ 25000 - £ 30000 / Year
  • OrganizationType
    Home/Office



Job: Permanent Financial Administrator


Hours: 30-37.5 per week


Salary: up to £30k


Based: Milton


Type: Office and Home-Based role



A firm of Chartered Accountants and business advisers based in Cambridge, offers a wide range of accounting and business services to an interesting and diverse client base. Seeking a Financial Administrator.


Responsibilities:


Responsible for managing the "take on" processes for new client set ups, such as smart searches, Anti-money laundering compliance, set up forms, engagement letters and kick-off meetings. Setting the client up on the system (Senta). Ensuring all admin processes are completed accurately and in a timely manner to ensure a smooth transition through the On-boarding phase.



  • Daily administration of the Practice Management System (Senta) to ensure all enquiries are logged,

  • Documents are uploaded, workflows are current and up to-date.

  • Generating reports as requested and using system to full potential for the team.

  • Liaising with the team to manage the departments client billing process and generate fee analysis/reports.

  • Collation and recharging of Xero and other software

  • Filing and scanning of correspondence and documentation to ensure records are updated.

  • General administration of the Office - ensuring office/catering fully stocked, post

  • Filing and scanning of correspondence and documentation to ensure records are updated.

  • Meeting and greeting visitors to the office when required to do

  • Arrange departmental social events and birthday cards/gifts for the

  • Diary Management and team meetings



Managerial



  • Management of own time and workload to meet deadlines and be accountable for responsibilities

  • Managing telephone calls quickly and efficiently

  • Ensuring billing is processed in a timely manner and meeting deadlines



General Comments




  • Experience in a similar role is essential

  • Evolving and busy role, providing pro-active administrative support to the

  • A flexible and 'can do' attitude is essential to be able to adapt to the unpredictable workload.

  • You will need excellent IT (especially excel and database) and communication skills

  • Excellent interpersonal and organisational skills



To find out more, please apply with your CV today www.office-angels.com or contact for more information. Cambridge: 01223 36515 Email: ann.watson@office-angels.com Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.



Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Ann Watson