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SALES CO-ORDINATOR

POSITION PURPOSE

To meet the business’s needs by attending to marketing requirements.

Coordinate the activities of all areas of the company that are involved in delivering a product or service to a customer.

KEY ACCOUNTABILITIES

Provide marketing assistance to the Directors/Partners/Business Manager including:

  • Gain a clear understanding of the business – service and products
  • Communicate with clients, public and media outlets
  • Identify the organisation’s strengths and weaknesses, respond to opportunities
  • Set goals for growth in conjunction with management team
  • Develop and implement appropriate strategies for target markets to promote the accounting products and services of the business
  • Evaluate the business marketing strategies
  • Build a strong relationship with potential new clients and colleagues
  • Work within the marketing strategy to create a framework/plan and carry out all marketing activities including promotion and brand development
  • Provide marketing support as required

POSITION COMPETENCIES

  • Displays a basic / reasonable knowledge and understanding of a professional office environment
  • Demonstrate interest in pursuit of following a sales/marketing career with a genuine interest in business activities
  • Displays each of the following attributes – excellent work ethic / dedication / punctual / initiative / personality / proactive / attention to detail / organised
  • Confident enough to develop client relationships and build rapport with staff, business partners and clients

POSITION QUALIFICATIONS

No formal qualifications are required for this position. However studies in Business Administration and/or sales and marketing would be highly regarded.

POSITION EXPERIENCE REQUIRED

  • Proven experience in a professional office environment
  • Knowledge of lead generation methodologies
  • Skills in database management and email software
  • Social media experience
  • Copywriting skills
  • Proven experience with office software such as Microsoft Office
  • Sound knowledge of general administration processes
  • Maturity and responsibility

If you wish to apply for the above role please send your CV to careers@haleysba.co.uk

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CLIENT SERVICES CO-ORDINATOR

POSITION PURPOSE

To meet the business’ needs by attending to client service and administrative requirements.

KEY ACCOUNTABILITIES

Provide support and administrative assistance to Directors / Partners / Managers / Accountants including:

 Maintaining client database including additions, deletions and changes as needed

  • Scheduling annual work to meet client needs and achieve efficient resource management
  • Following up with client on scope sign off and payment of any agreed upfront amount
  • Returning client records
  • Typing of letters and simple reports to clients
  • Filing of paper or electronic documents
  • Dealing with client tax office correspondence, including forwarding as required
  • Appointments Management (meetings and calls) with clients, prospects and others
  • Fee preparation
  • Preparing checklist of information
  • Reviewing and checking client documents
  • Contacting clients for any missing information
  • Logging of each job on the electronic and visual workflow system
  • Collating and preparing work papers
  • Preparing the first draft of a job budget
  • Monitoring of WIP
  • Lodgments
  • Monitoring workflow
  • Advising clients of tax registration requirements
  • Advising on income tax assessments
  • Completing family trust minutes
  • Printing and binding of finalised documents
  • Preparing final invoices when work completed
  • Incorporating of companies
  • Attending all corporate secretarial matters including forms
  • Monitoring tax due dates
  • Reviewing and chasing accounts receivable
  • Systems writing and updating

POSITION COMPETENCIES

  • Displays a reasonable knowledge and understanding of a professional office environment
  • Demonstrated interest in pursuit of following an administration career with a genuine interest in business activities
  • Displays each of the following attributes – excellent work ethic / dedication / punctual / initiative / personality / pro-active / attention to detail / organised / self-motivated
  • Confident enough to develop client relationships and build rapport with staff, business partners and clients

POSITION QUALIFICATIONS

No formal qualifications are required for this position.  However studies in Business Administration would be highly regarded.

POSITION EXPERIENCE REQUIRED

  • Proven experience in a professional office environment
  • Proven experience with a busy multi-line telephone system
  • Proven experience with office software such as Microsoft Office
  • Sound knowledge of general administration processes
  • Proven typing ability
  • Proven experience in accounts receivable or payable
  • Maturity and responsibility
  • Experience using accounting systems.
  • Workflow management – professional services
  • Experience using tax office portal

If you wish to apply for the above role please send your CV to careers@haleysba.co.uk

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