BruntWork | Part time: less than 35 paid hours per week
Client Support and Admin Assistant - Financial Service (ZR_19074_JOB)
Job Category: Operations and Project Management Work Timezone: Must be a City eg London Job Type: Part time: less than 35 paid hours per week Date Opened: 01/13/2025 Remote Job Industry: Other Job Description
This is a remote position. Job Highlights: Schedule: Flexible (minimum 20 hours per week) Client Timezone: UK business hours Customer Service & Client Management Customer service through email, chat, or phone Follow up with new prospects/clients Prepare engagement letters, agreements & proposals Prepare professional clearance letters/requests Client onboarding Anti-money laundering checks Adding/removing clients on HMRC portals Organizational Support Manage the director’s email inbox, prioritizing messages and responding to client queries professionally. Identify common queries to provide a solution to reduce the number of emails Oversee the director’s calendar, schedule appointments, and ensure efficient time management. Respond to basic client queries, including financial; providing accurate and timely information. Maintain and organize client records, files, and documentation in a consistent and universal format. Support workflow management across the team, ensuring tasks are assigned, tracked, and completed on time via our client portal Karbon Creation of workflows Identify and implement process improvements to enhance efficiency and client satisfaction. General Support: Provide ad-hoc administrative support and assistance with special projects as needed. Liaise with clients and team members to facilitate smooth communication and task completion. Social Media Management: Assist with developing and scheduling engaging content for the firm’s social media platforms (e.g., LinkedIn, Instagram, Facebook). Monitor, respond to, and engage with comments and messages to build online relationships. Assist in creating strategies to grow our online following and engagement. Track and report on social media metrics to inform content strategy. Requirements
Proven experience in administrative and workflow management, preferably within a professional services or finance setting. Strong communication skills, both written and verbal, with a professional and approachable tone. Excellent organizational skills with the ability to manage multiple priorities and deadlines. Experience with task management or project management tools (e.g., Karbon) is highly desirable. Familiarity with email and calendar platforms (e.g., Outlook, Google Workspace). Social media management experience, including content creation and scheduling tools (e.g., Canva, Hootsuite, Buffer). A proactive and self-motivated approach, with the ability to work independently in a remote environment. Basic understanding of financial terminology and processes is desirable. Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.
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Job Category: Operations and Project Management Work Timezone: Must be a City eg London Job Type: Part time: less than 35 paid hours per week Date Opened: 01/13/2025 Remote Job Industry: Other Job Description
This is a remote position. Job Highlights: Schedule: Flexible (minimum 20 hours per week) Client Timezone: UK business hours Customer Service & Client Management Customer service through email, chat, or phone Follow up with new prospects/clients Prepare engagement letters, agreements & proposals Prepare professional clearance letters/requests Client onboarding Anti-money laundering checks Adding/removing clients on HMRC portals Organizational Support Manage the director’s email inbox, prioritizing messages and responding to client queries professionally. Identify common queries to provide a solution to reduce the number of emails Oversee the director’s calendar, schedule appointments, and ensure efficient time management. Respond to basic client queries, including financial; providing accurate and timely information. Maintain and organize client records, files, and documentation in a consistent and universal format. Support workflow management across the team, ensuring tasks are assigned, tracked, and completed on time via our client portal Karbon Creation of workflows Identify and implement process improvements to enhance efficiency and client satisfaction. General Support: Provide ad-hoc administrative support and assistance with special projects as needed. Liaise with clients and team members to facilitate smooth communication and task completion. Social Media Management: Assist with developing and scheduling engaging content for the firm’s social media platforms (e.g., LinkedIn, Instagram, Facebook). Monitor, respond to, and engage with comments and messages to build online relationships. Assist in creating strategies to grow our online following and engagement. Track and report on social media metrics to inform content strategy. Requirements
Proven experience in administrative and workflow management, preferably within a professional services or finance setting. Strong communication skills, both written and verbal, with a professional and approachable tone. Excellent organizational skills with the ability to manage multiple priorities and deadlines. Experience with task management or project management tools (e.g., Karbon) is highly desirable. Familiarity with email and calendar platforms (e.g., Outlook, Google Workspace). Social media management experience, including content creation and scheduling tools (e.g., Canva, Hootsuite, Buffer). A proactive and self-motivated approach, with the ability to work independently in a remote environment. Basic understanding of financial terminology and processes is desirable. Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.
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