Description
Job Purpose
To manage the day to day operations of a client account in the financial industry, including but not limited to finance and administration and to act as PA to the Directors
Key Responsibilities as a PA:
1. To work with the 3 Directors to manage and co-ordinate their diaries and expenses.
2. To provide administration support to the Directors which includes:
- Diary management
- Organizing travel
- Booking meetings
- Planning and organising events
- Preparing presentations
- Writing minutes
- Research
- Other ad hoc tasks relating to the Directors or the business
Key Responsibilities as client account administrator
Back Office:
- To be responsible for the administration of designated client contractor weekly hours collation and payroll including expenses
- Monthly contractor timesheet reconciliation
- Create and issue of contractors limited company and temp contracts, creation of contractor packs for clients and candidate's Ltd Companies or Umbrella companies
- Monthly business reports as required
- Follow compliance standards including all right to work policies and referencing
Finance - Supporting the Directors in the following:
- Invoice Finance Management and contact
- Escalation for aged debt
Client, candidate and other 3rd Party Management
- Point of contact for all designated contractors and first POC for all enquiries
- Point of contact for all designated client finance/admin departments and first POC for all enquiries
- Manage all 3rd party suppliers on a day to day basis escalating any decision making to the directors, eg Hireright
Systems:
- Maintenance of the candidate management system, microdec
Communications/Administration:
- Creation of PPT presentations and Sales documents
- Ad Hoc Projects eg creation of letters/PR material
- Creation of internal or client communications
- Any other adhoc client administration duties
Events and Special Projects
- Organisation of Networking Events, company parties, trips, away days and client entertaining as and when required
- Commercial projects
Competencies and Experience:
- Experience in supporting a key account with an emphasis on supporting a contractor book
- Experience working on a financial client account would be advantageous
- Good administration skills and excellent eye for detail
- Good interpersonal skills and ability to manage 3rd parties
- A flexible and can-do attitude.
- The ability to work with minimal supervision
- Strong Excel, Word and Powerpoint skills
- Visio skills would be highly advantageous