Tax and Trustee Services Administration CoordinatorLocation: IpswichSalary: Competitive salary plus a generous benefits packageApplication Deadline: Wednesday, April 30, 2025Job Summary:We are looking for a Tax and Trustee Services Administration Coordinator to join our Tax and Trustee Services team, to deal with the general administration for the team and to monitor and control new business enquiries.Key Accountabilities:Scanning and labelling postMaintaining databases and ensuring all records are up to dateRaising invoices and taking feesMonitoring shared mailboxes for new business enquiriesMaking initial contact with prospects, over the phone, to explain the servicesProvide fee quotationsPreparation of letters of engagementArranging meetings and calls with clientsFollowing up with clients where no responses have been receivedChasing feesKey Competencies:Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;Customer Service: Positive attitude to find solutions in line with TCF principles; uses customer feedback to improve service;Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change;Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.Candidate Profile:Will have previous administration experienceWill have previous experience of speaking with clients/customers over the phoneWill be a diligent and thorough individual, capable of working unsupervisedThe ability to prioritise work and be organisedWill have an interest in developing knowledge in tax and trustee servicesWill have the ability to judge new business opportunities and how they should be progressedContractual Hours:9.00am to 5.30pm, Monday to Friday
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