Tax and Trustee Services Administration Coordinator
Location: Ipswich
Salary: Competitive salary plus a generous benefits package
Application Deadline: Wednesday, April 30, 2025
Job 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:
1. Scanning and labelling post
2. Maintaining databases and ensuring all records are up to date
3. Raising invoices and taking fees
4. Monitoring shared mailboxes for new business enquiries
5. Making initial contact with prospects, over the phone, to explain the services
6. Provide fee quotations
7. Preparation of letters of engagement
8. Arranging meetings and calls with clients
9. Following up with clients where no responses have been received
10. Chasing fees
Key Competencies:
1. Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
2. Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
3. Customer Service: Positive attitude to find solutions in line with TCF principles; uses customer feedback to improve service;
4. 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;
5. Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile:
1. Will have previous administration experience
2. Will have previous experience of speaking with clients/customers over the phone
3. Will be a diligent and thorough individual, capable of working unsupervised
4. The ability to prioritise work and be organised
5. Will have an interest in developing knowledge in tax and trustee services
6. Will have the ability to judge new business opportunities and how they should be progressed
Contractual Hours:
9.00am to 5.30pm, Monday to Friday
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