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Job Description: We are currently seeking a skilled Commercial Account Handler for a leading insurance broker in the industry. As a Commercial Account Handler, you will be responsible for managing a portfolio of commercial insurance accounts, delivering superior service, and ensuring client satisfaction. Responsibilities: Serve as the primary point of contact for clients, providing expert advice and guidance on commercial insurance products and services. Manage a portfolio of commercial insurance accounts, handling renewals, amendments, and new business quotations efficiently and accurately. Liaise with underwriters to negotiate terms and conditions, securing the best possible coverage and premiums for clients. Process policy documentation and paperwork in accordance with company procedures and regulatory requirements. Address client queries and concerns promptly and professionally, striving to exceed expectations and achieve positive outcomes. Keep abreast of industry developments and market trends, providing relevant updates and recommendations to clients and colleagues. Collaborate effectively with internal teams, including Account Executives and Claims Handlers, to ensure seamless service delivery and client satisfaction. Requirements: Previous experience in a similar role within the commercial insurance sector is essential. Sound knowledge of commercial insurance products, policies, and procedures. Strong communication and interpersonal skills, with the ability to build rapport and establish lasting client relationships. Effective multitasking skills, with the ability to prioritize and manage competing demands. Proficiency in IT systems, including insurance broking software and Microsoft Office applications. Proactive attitude, with a willingness to learn and develop professionally. Relevant insurance qualifications (e.g., Cert CII) would be advantageous. If you are a motivated and experienced Commercial Account Handler seeking a new opportunity with a reputable insurance brokerage, we would love to hear from you.
Location: Stratford Shift Options: Day Shift: 9:00 AM - 6:00 PM Night Shift: 9:00 PM - 6:00 AM Salary: £12.31/hour - £16.66/hour (based on experience and shift preference) Company Overview: We are currently recruiting on behalf of a leading client in the telecommunications retail and wholesale sector. As a Warehouse Operative, you will play a key role in ensuring the smooth and efficient packing and handling of products essential to the telecommunications industry. This is an exciting opportunity to join a growing team with competitive pay and flexible shift options. Key Responsibilities: Order Packing: Accurately pack items from a conveyor belt according to specific customer orders. Quality Control: Ensure all packages meet the required specifications, including correct items, proper packaging, and labelling. Safe Storage: Organise and store packed items in the warehouse to maintain a clean and efficient workspace, ensuring products are safely stored for distribution. Inventory Management: Assist with stock counts and inventory checks to ensure all products are accounted for. Health & Safety: Adhere to company health and safety procedures and protocols at all times to maintain a safe working environment. Skills & Qualifications: Attention to Detail: Ability to pack items with precision and ensure packaging meets customer requirements. Physical Stamina: Capable of lifting and moving packages and goods throughout the shift. Teamwork: Ability to work effectively as part of a team in a fast-paced warehouse environment. Basic IT Skills: Ability to use warehouse management systems (training will be provided). Experience (Preferred): Previous warehouse, packing, or distribution experience is an advantage but not essential. Full training will be provided. Why Join Us: Competitive Pay: £12.31/hour to £16.66/hour depending on experience and shift choice. Flexible Shifts: Choose between day and night shifts to fit your lifestyle. Growth Opportunities: Join a well-established company with the chance to develop your skills and progress within the business. Supportive Environment: Work in a friendly, fast-paced team that values safety and performance. How to Apply: If you're looking for a dynamic, challenging role in a leading industry and meet the qualifications, we would love to hear from you! Click "Apply Now" and submit your CV to begin the application process. Note: This is a full-time role with the possibility of overtime. We are an equal opportunities employer and encourage applications from candidates of all backgrounds.
Job Description - Plans work schedules, assigns tasks, delegates responsibilities and oversee the office operations that are being adequately employed to cater to the clients. - Advises on the handling of all correspondence and enquiries relating to accounts, sales, statistical, vacancy records and carrying out necessary checks with the Home Office regarding employability. - Discuss with the accountant and submit all the invoices on time. - Conduct monthly meetings with the staff. - Promote the business to increase sales in line with sales and marketing strategy. - Deliver excellent standards of service and ensure to follow the health & safety guidelines according to the act in place. - Manage client relations and database as well as maintain high ethical relationships both internally and externally. - Report all necessary matters to the Director. Required qualifications and skills - Education - Bachelor's degree in Management (required) Skills - Excellent client service skills and leadership skills - Proficient knowledge of all Microsoft Office applications, including Word, Excel, Outlook, etc. - Resilient and able to work using own initiative - Able to work under pressure and to deadlines - Be a well-organized manager as well as a dedicated employee. - Good in time management and be an example to other staff members. Licence/Certification: Driving License (required)
Wine Horizons Limited serves as the direct import and distribution arm of an acclaimed Italian winery, renowned for its premium Prosecco and sparkling wines. Each bottle is a testament to the artistry and authenticity of Italy’s winemaking heritage, crafted with passion and precision. What sets Wine Horizons apart is a bold approach to distribution eliminating intermediaries to deliver unparalleled quality at unmatched prices. Restaurants and major retailers gain direct access to exceptional wines, while clients experience a seamless blend of tradition and modern innovation. The mission is clear: to revolutionize wine distribution, forge meaningful connections, and deliver not just products, but an experience that celebrates excellence. Your Role: Wine Portfolio Partner This is not just a sales role; it’s an opportunity to represent a legacy. As a Wine Portfolio Partner, you will be the driving force behind expanding our market presence, creating lasting relationships, and delivering outstanding results. What You’ll Do - Proactively Seek Clients: Identify and reach out to potential customers, including restaurants, retailers, and GDO. - Engage and Connect: Contact clients to introduce our premium Prosecco and sparkling wine portfolio, arranging in-person meetings to showcase our products. - On-Site Visits: Visit stores, restaurants, and key accounts to present, discuss, and sell our wines directly. - Own the Sales Process: Manage the entire sales cycle independently—from prospecting and presenting to closing deals and following up for reorders. - Build Lasting Partnerships: Develop strong relationships with clients, ensuring their needs are met and becoming their trusted wine advisor. - Track and Grow: Leverage advanced tools to manage client portfolios, track progress, and expand your sales territory. Your Path to Success 1. Trial Period (3 Months) Goal: Achieve £8K/month in revenue (approximately 3 pallets). - Compensation During Trial:15% commission per pallet sold (1 pallet = 480 bottles, minimum value £2,640). - £100 bonus for every 2 pallets sold. You’ll receive in-depth training to familiarize yourself with our products, refine your sales techniques, and master client acquisition strategies. Meet your target, and you’ll secure a full-time contract. 2. Full-Time Contract Your Rewards - Base Salary: £1,500/month. - Expense Reimbursement: £50/month. - Progressive Commissions:Up to £10K/month: Base salary and reimbursement only (£1,550/month). £10K–£20K/month: 12% commission on revenue above £10K + £150 bonus. £20K–£30K/month: 15% commission on revenue above £20K + £250 bonus. Over £30K/month: 20% commission on revenue above £30K + £500 bonus. - Earnings Examples £10K/month: £1,550. £20K/month: £2,900. £30K/month: £4,500. £40K/month: £6,750. Why You’ll Thrive with Us - Work with Excellence: Represent a top-tier winery producing wines that clients trust and love. - Autonomy and Impact: Take ownership of your territory and sales, knowing your efforts directly shape your success. - Grow Your Career: Access ongoing training, support, and the opportunity to grow within a company dedicated to your development. - Competitive Rewards: Enjoy a commission structure and bonuses designed to reflect your hard work and results. - Be Proud of Your Role: You’re not just selling wine—you’re building partnerships and representing a tradition of excellence. What We’re Looking For - Self-Starter: Someone who is proactive in identifying and pursuing opportunities. - Relationship Builder: A natural communicator who thrives on creating connections and fostering trust. - Sales-Driven: Confident in managing the entire sales process independently, from cold calls to closing deals. - Passionate About Wine: A genuine interest in and knowledge of wine will set you apart. - Ambitious and Reliable: Ready to meet targets and contribute to the company’s growth.
Job Title: Accountant - Property Management Company Location: London Job Type:Full-time About Us: Unico is a leading property management company dedicated to providing exceptional service and maximizing the value of our clients' assets. We manage a diverse portfolio of residential and commercial properties. We are currently seeking a detail-oriented and experienced Accountant. Job Summary: The Accountant will be responsible for managing financial transactions, maintaining accurate financial records, and ensuring compliance with relevant regulations and standards. This role requires a strong understanding of accounting principles and practices, particularly in relation to property management. The successful candidate will work closely with other departments to ensure financial accuracy and provide valuable insights to support decision-making. Key Responsibilities: - Prepare and maintain accurate financial statements, reports, and records. - Manage accounts payable and receivable, ensuring timely and accurate processing of invoices and payments. - Conduct monthly bank reconciliations and maintain general ledger integrity. - Assist in the preparation of annual budgets and forecasts. - Monitor and analyze financial performance, identifying trends, discrepancies, and areas for improvement. - Ensure compliance with local, state, and federal regulations regarding financial reporting and property management. - Collaborate with property managers to assist in financial analysis and reporting for individual properties. - Prepare tax returns and ensure timely submission. - Assist in audits and provide requested documentation to external auditors. - Support the development and implementation of accounting policies and procedures to improve efficiency and transparency. Qualifications: - Bachelor’s degree in Accounting, Finance, or related field. - CPA designation is a plus. - Minimum of 3–5 years of experience in accounting, preferably within the property management or real estate sector. - Proficient in accounting software (e.g., QuickBooks, Yardi, or similar) and Microsoft Office Suite. - Strong analytical and problem-solving skills with attention to detail. - Excellent communication and interpersonal skills, with the ability to work collaboratively in a team environment. - Knowledge of property management accounting practices and regulations is preferred. - Ability to manage multiple tasks and meet deadlines in a fast-paced environment. What We Offer: - Competitive salary and comprehensive benefits package. - Opportunities for professional development and growth within the company. - A supportive and dynamic work environment. - Employee recognition programs and team-building activities.
Job Title: WK Events Manager Days/Hours This is a 18-22 hour/ 4 day a week role. You will work up to 45 hours in 'peak season' per week (roughly May-September) but off peak will be considerably less. 4-5 day working week as standard. Mondays off when weekend work is required. Event work can happen at irregular times! Location: SW18 based and other locations (on events) London locations + outside of London events travel Salary Offered £15ph (admin and small events) Up to £20ph (larger events) Reporting to: Ops Manager/ MD Requirements: Full UK Manual Driving License, Confident driver with various vehicles. OVERVIEW OF WELL KNEADED Company Overview Well Kneaded Ltd is a unique farm-table pizzeria, events company and Charity based in South West London. We serve an exciting and innovative seasonal menu of sourdough pizza, amazing pasta, locally-sourced salads, small plates and top quality drinks. We’ve won awards recognising our sustainable sourcing and supply chain, and are a charity because of our employment practices offering opportunities to young people who have faced barriers to employment. Well Kneaded has a great team culture and we’re committed to a supportive and enjoyable working environment for all our team. OVERVIEW OF EVENTS ROLE The events manager role combines client and on-event management with business development and event ops. It is a hands on role for someone who wants a great combination of management & office based work with practical on-event management. We have a busy calendar of weddings and events, especially from May- September but you will help us fill that all year round. You will be able to hit the ground running, making sure our events setups outfits look the part, are well organised, and are health and safety compliant. The events we cater span weddings, birthdays, street parties, festivals, in-house pizzeria events and corporate workshops (more recently) and more. You will be responsible for creating the amazing Well Kneaded experience ‘off-site’. A key part of your role will be clear communication with the head chef at the pizzeria and the event teams, in order that events operations are well planned and smoothly executed. The role requires your high capacity for planning and organisation.! You will be strategic and able to quickly understand the bigger operational picture of Well Kneaded for diary management and coordination, and will be an excellent team player and motivator. You will be a natural problem solver, managing both client and team expectations with an energetic flair, in the lead up to an event, and also the wind down. Responsibilities PRIMARY - Being the first point of contact for all event enquiries, responding promptly and clearly communicating how Well Kneaded can provide great food to employ great people for a greater planet and converting those enquiries into bookings. - Clarify with the client and put in place specific requirements for event logistics and staffing. - -Maintain clear records of past and upcoming events and pro-actively communicate these with accountants & internal team when needed. - Responsible for execution of our events work in line with WK Vision & values to give our clients the best events experience (internally and externally) in London including developing relationships with new venues/ clients and working with online platforms to market our events offerings. - -Maintain WK Events storage areas, including the WK lockup and any areas used in the pizzeria. - Responsibility for health and hygiene and food safety procedure on events, ensuring 100% operationally safe events, and that all events team are trained and prepared in this. This includes responsibility for regular maintenance of all events set up - -Weekly meetings with Events/Ops team to discuss anything events based. - -Manual handling of events equipment and food - SECONDARY - Grow our KERB opportunities as well as our regular client database and communications/ marketing strategy. - Take responsibility for events P&L (after 6 months in role) - Develop marketing materials (alongside ops & marketing manager) including promotions for events offerings in order to retain and grow events stakeholders (clients, venues, tasting participants, potential partnerships with local schools/ mums groups/venues, etc) - Weekly meetings with Head of Food to develop events offerings where you see gaps, within budget - If capacity, develop and market downstairs basement kitchen and/or garden for pizzeria private events together with Ops Manager and head of front of house. - Add posts directly to Instagram/ Facebook that are pertinent to events/ the team and also the pizzeria if required. - Position Type - Event role has possibility to be a job share between a senior event manager and events coordinator where the events manager has overall oversight & a focus on driving growth and coordinator has on-event/ day to day ops focus. This means role could be 2-2.5 days/ week. - EXPECTATIONS & LIMITING FACTORS - Be able to handle emergencies and last-minute changes of plan under pressure. - There is an event-staff holiday freeze in July (No holiday can be taken in July due to the full nature of the WK calendar) - The nature of the job involves a lot of weekend and evening work, so days off are generally Sundays and Mondays, with one full weekend off per month (except June/July). In quieter seasons there will be more flexibility on this. - Being able to confidently drive a manual vehicle - PERSON SPECIFICATION - The Events Manager will be committed to the Well Kneaded vision and values, with a keen interest in sustainable food and amazing event creation and will have the following: - Previous experience in events or managing/ leading a team. Including examples of responsibility for running events from start to finish. - Proficient in Microsoft Office, especially Word, Excel and Powerpoint - Confident to take initiative and is pro-active in project and event management. Is as good at starting a project as well as is at finishing it, and feeding back in. - Highly organised and excellent at planning. - At least an active interest in sustainability - English; strong in both written & verbal communication, if not your first language - UK Drivers License - confident to drive multiple vehicles including a vintage van. - Strong relational skills PERKS/ BENEFITS/ HOLIDAY - 29 days holiday (statutory plus an extra for your birthday) + sick pay + pension (holiday increases 1 days/ year worked with WK after year 2, up to 4 extra days) pro rata if not full time. - 6-8 weekly reviews with line manager. - Friends and family discount (20% off bill when you eat in with f&f) - Christmas day & Easter Sunday off - If full time- Management/ Leadership training plus up to 2 team days per year Free delicious food - Being part of a team who champions each other. - 2 Complimentary tickets per year for friends and family to in-house events - Seeing transformation in the lives of young people - Pension contribution and sick pay Job Types: Full-time, Part-time, Permanent, Fixed term contract, Freelance Pay: £15.00-£20.00 per hour Additional pay: Yearly bonus Benefits: Additional leave Canteen Casual dress Company events Company pension Discounted or free food Employee discount Flexitime Paid volunteer time Sick pay Store discount Work from home Schedule: 10 hour shift 12 hour shift 8 hour shift Day shift Holidays Monday to Friday Overtime Weekend availability Ability to commute/relocate: South West London: reliably commute or plan to relocate before starting work (required) Experience: Event Management or Leadership: 1 year (preferred) Licence/Certification: UK FULL MANUAL DRIVING LICENSE (required) Work authorisation: United Kingdom (required) Work Location: Hybrid remote in South West London Expected start date: 06/01/2025
Job Advertisement for Account Manager at Jamp Okoms Drylining Ltd An exciting opportunity has arisen to represent our products in front of the trade. We are looking for someone with social and digital experience who can hit the ground running and lead the day to day on accounts. For someone who can not only manage their existing accounts, but also bring in new ideas and improve existing processes. For example, a standard process template for on boarding new clients and managing timescales for each client for catch up meetings / reviews. Position: Account Manager Location: 57 Walton Road, London, E12 5RF Job Type: Full-Time, Permanent Salary: Up to £39,000.00 - £40,000.00 dependent on experience. Responsibilities: • Work on collaborative marketing campaigns • Work closely with our Credit and Account Management teams to improve conversion rates and broker satisfaction • Lead Client contact across a range of marketing programs - maintaining established client relationships, developing more recently acquired client relationships - quickly winning their trust • Help to manage and develop a small team to innovate and take a solution-based approach to challenges • Supporting in other areas of the branch as required • Day to day running of client accounts and activities, join on bi-weekly meetings and come with a great working knowledge of current affairs and politics • Managing existing clients and providing them with excellent customer service • To achieve set activity & billing targets while also delivering on agreed objectives • To generate success from sales calls • To ensure all processes and compliance procedures are followed About you: • Previous account management experience • Excellent communication skills • To be able to build strong work relationships • You must have experience working with accounting/financial information • Degree level education or equivalent / relevant work experience • The ability to work individually and as a team
About Us RizzingUpCart, a boutique e-commerce website specialising in premium cashmere clothing, is expanding its services to offer comprehensive e-commerce website development solutions. We are passionate about empowering businesses to enhance their online presence and achieve their sales targets. We are seeking an experienced and client-focused Account Manager to join our team. This role involves working closely with clients to optimise their CRM systems, manage new feature rollouts, and deliver strategic insights to support their growth. Key Responsibilities Act as the primary point of contact for assigned clients, ensuring alignment with their business objectives and maintaining excellent client relationships. Build and nurture long-term partnerships to foster trust and loyalty. Oversee the implementation of new business features and software updates in clients’ CRM systems, including testing and validation processes. Collaborate with technical teams to gather and prioritise system requirements. Assist clients in enhancing the visualisation and usability of their information systems to improve operational efficiency. Offer tailored recommendations for improving system functionality. Collaborate with clients to identify, evaluate, and implement new system features that support their business objectives. Provide consultative advice on system upgrades and feature purchases. Analyse clients’ operations with a focus on enhancing sales and revenue growth. Deliver actionable strategies to help clients achieve measurable success in their e-commerce initiatives. Requirements Experience Demonstrable experience in account management, customer success, or a related field. Hands-on involvement in the development or management of user payment systems, with a strong grasp of client workflows and business requirements. Skills Solid understanding of CRM systems and e-commerce platforms. Strong analytical skills to translate complex client needs into practical solutions. Excellent communication and interpersonal skills. Strategic thinking with a customer-centric approach. Preferred Qualifications Experience in optimising information systems and delivering sales-focused solutions. Familiarity with data visualisation and reporting tools. What We Offer A dynamic and collaborative working environment. Opportunities to work with boutique e-commerce businesses. Competitive salary and benefits package. Professional development and career progression opportunities. Join RizzingUpCart and become part of our mission to revolutionise e-commerce solutions!
The Creative Event team is comprised of dedicated professionals and skilled project support managers who will be working across geographies and businesses to create, plan and execute meetings/events that achieve business goals. The project support manager will be responsible for developing relationships with internal and external business partners, supporting event project requirements and collaborating with the team to support and take ownership for client, internal and training related events as assigned from time to time. The role requires experience working with cross cultural teams and stakeholders across geographies and time-zones to support the delivery of high-quality events. Some of the key responsibilities in the role: - Support delivery of best-in-class events covering an assigned portfolio across Citi businesses. Responsibilities include coordination and support for the complete events lifecycle – from planning, logistics and execution, onsite event support and delivery, and subsequent event closing as per guidelines. - In liaison with Event Project Managers, independently execute all assigned projects including venue logistics, accommodation, F&B, transport, audio visual equipment, printing, design, entertainment, etc. - Coordinate with external partners and vendors to source the most appropriate venues or services, negotiate best possible rates, communicate requirements, review contracts and manage/ support events including onsite execution and delivery. - Take an active and collaborative role in the wider project team including with business partners, supporting regular meetings, ensuring clear communication and identifying methods to improve results. - Manage the administrative process including ensuring payment of invoices, and finalising required audit-ready documentation. - Support client communication with the development of registration websites working with the web team, review content to ensure accuracy and regular reporting on progress. - Support all Citi Operating Expense Governance Policy initiatives, event risk evaluation’s; reconcile program invoices and event final cost reporting. - Adhere to policies for safeguarding the firm's reputation, its clients and assets, by managing compliance, rules and regulations and adhering to Policy. Escalating, managing and reporting control issues with transparency and helping to create accountability with those who fail to maintain these standards.
Job Title: Personal Assistant (PA) Company: Nest Easy Location: Work From Home Salary: £25,000 - £35,000 per annum (dependent on experience) Working Hours: 12 hours per day, 6 days per week Employment Type: Freelancers preferred About Nest Easy Nest Easy is a growing property management and business solutions company focused on delivering exceptional services in real estate, operations, and entrepreneurial growth. We aim to simplify processes for property owners and tenants while expanding our business ventures globally. We are seeking a resourceful and highly organized Personal Assistant (PA) to support the director and assist with a broad range of tasks, including administrative duties, property management, social media, business formation, and coordination with virtual assistants. This remote position is ideal for a dedicated professional with the ability to manage multiple priorities effectively. Key Responsibilities 1. Administrative Support • Manage the director’s calendar, schedule meetings, and coordinate appointments. • Prepare reports, presentations, and spreadsheets, ensuring accuracy and professionalism. • Handle email correspondence, client inquiries, and follow-ups. • Maintain organized records, filing systems, and databases, using tools like Asana and QuickBooks for task tracking and financial management. 2. Property Management Assistance • Manage property listings on platforms like Hostfully, Airbnb, Gumtree, and OpenRent. • Coordinate with tenants and landlords to address inquiries and resolve issues. • Assist with lease management, property inspections (virtual or physical), and maintenance scheduling. • Monitor and update property performance metrics, ensuring compliance with management goals. 3. Business Formation and Development • Assist with company formation tasks, including research, documentation, and filing in various jurisdictions. • Support the director in exploring and setting up new business ventures. • Liaise with legal and financial professionals as needed. 4. Social Media and Marketing • Manage social media accounts, including content creation, scheduling, and engagement. • Develop and implement strategies to enhance Nest Easy’s online presence. • Create and distribute marketing materials, such as newsletters, advertisements, and property brochures. 5. Financial Coordination • Use QuickBooks to manage invoicing, expense tracking, and financial reporting. • Assist with monthly reconciliation and preparation of financial summaries. • Ensure accurate tracking of income streams and operational expenses. 6. Coordination with Virtual Assistants and Team Members • Oversee the activities of virtual assistants, ensuring tasks are completed on time and to a high standard. • Use tools like Asana to assign, monitor, and manage tasks across the team. • Provide training and support for virtual assistants as needed. 7. Cleaning and Maintenance Oversight • Oversee and coordinate cleaning schedules with contractors and ensure properties meet high presentation standards. • Perform light organizational tasks for office or workspace areas as required. 8. Operational and Logistical Support • Manage inventory for office supplies and property essentials. • Organize travel arrangements, bookings, and itineraries. • Perform ad-hoc errands and tasks to ensure smooth daily operations. 9. Personal Assistant Duties • Handle personal errands for the director, such as online shopping, appointment bookings, and household organization. • Provide daily updates and reports to keep the director informed and organized. Skills and Requirements • Experience: At least 2 years in a PA, property management, or business administration role. • Technical Skills: • Proficiency in Asana, QuickBooks, Hostfully, and Microsoft Office Suite. • Familiarity with property platforms like Airbnb, Gumtree, and OpenRent. • Social Media Expertise: Experience managing social media accounts for a business. • Organizational Skills: Exceptional time management, multitasking, and prioritization abilities. • Communication Skills: Strong written and verbal communication skills. • Problem-Solving: Proactive mindset with the ability to troubleshoot and adapt to challenges. • Freelancing Setup: Must have a suitable remote work environment, including a laptop and stable internet connection. • Preferred: A valid driving license for occasional errands (if applicable locally). What We Offer • Competitive salary of £25,000 - £35,000 per annum (dependent on experience). • Flexibility to work from home. • Exposure to property management, business development, and entrepreneurial operations. • Career growth and development opportunities. • A supportive and collaborative work environment. How to Apply To apply for this position, please send your CV and a cover letter detailing your experience and why you are the perfect fit for this role Applications will be reviewed on a rolling basis. Deadline: 2 weeks
Job Overview: The Account Administrator will be responsible for managing administrative tasks related to client accounts, assisting in financial processes, and supporting the bookkeeping and payroll teams. This position requires excellent organizational skills, strong communication, and a keen eye for detail. Key Responsibilities: Act as the primary point of contact for client inquiries and provide exceptional customer service. Maintain and update client records in the accounting database. Assist with invoicing, billing, and accounts receivable tracking. Coordinate the collection of financial documentation from clients for bookkeeping and payroll processing. Prepare and distribute financial statements, reports, and correspondence as needed. Support the bookkeeping and payroll teams with data entry and reconciliation tasks. Ensure compliance with company policies and applicable financial regulations. Schedule meetings, track deadlines, and manage administrative tasks for the team. Assist with onboarding new clients, including gathering necessary documentation and setting up accounts. Qualifications and Skills: Proven experience in an administrative or accounts-related role (minimum 1–2 years). Familiarity with bookkeeping and accounting practices (preferred). Proficiency in accounting software (e.g., QuickBooks, Xero) and Microsoft Office Suite (Excel, Word, Outlook). Bachelor’s degree in Accounting, Business Administration, or related field (preferred but not required). What We Offer: Competitive salary. Opportunities for growth and professional development. A collaborative and supportive team environment. Flexible working options (remote or hybrid work arrangements).