Business Support Assistant

M+A Partners is a forward-looking firm of Chartered Accountants, Tax Specialists and Business Advisers. Our Vision is to be the firm of choice, through our team fulfilling their potential and delivering exceptional client service.

The Role

We have an exciting opportunity for a maternity cover within our Business Support team at our Norwich office. This 12-month fixed-term role is to provide additional resource and support within the team, including maternity cover arrangements. The successful candidate will provide efficient administrative support as part of the day-to-day operations of the business.

The role is fulltime which equals 37.5 hours per week, working Monday to Friday from 9.00am to 5.30pm, and is fully office-based.

Responsibilities

• Sorting, filing, and delivering post.
• Managing diaries and calendars for the Attleborough team.
• Answering phones and directing client queries.
• Greeting clients on arrival when required.
• Provide support for a wide range of meetings.
• Delivering excellent customer service to clients and team members alike as the central hub for all general enquiries and business support at the Firm.
• Supporting other members of the Business Support team as required.
• Supporting the team and Firm in other relevant administrative tasks as and when required.
• Managing client database while handling confidential client data correctly and securely.
• Collating Anti Money Laundering (AML) information.
• Ensuring correct and careful filing of ID for AML purposes.
• Creating and maintaining new client records.
• Carrying out a variety of administrative tasks related to the management of client accounts.
• Maintaining internal control spreadsheets.
• Assisting with the administration of various reports.
• Assisting with/progressing Tax Investigation Service claims.
• Assisting with the administration of large mailings.
• Drafting, editing, and sending formal letters by both post and email and OneClick.
• Amending and approving letters in the CCH document inbox.
• Sending bills to clients.
• Processing card payments from clients.
• Providing general PA duties for the Attleborough Partner and senior team.
• Assisting various other Partners of the Firm on an ad hoc basis.
• To promote and contribute to the Vision and Values of M+A Partners.

Requirements

• Proactive and able to work as part of a team.
• Friendly, and engaged with a ‘can-do’ attitude.
• Motivated and driven.
• Strong attention to detail and a high level of accuracy.
• Excellent written and verbal communication skills.
• Experience in Microsoft office packages and adaptability to new software and systems is essential.
• Strong time management and problem-solving abilities.
• Proven experience in a similar role.
• Although not essential, previous experience within professional services would be desirable.

Benefits

• Competitive salary and benefits package.