Client Experience Assistant

Job title:

Client Experience Assistant

Company

Castle Employment

Job description

We are looking for an experienced Administrator who thrives on variety and being the go-to person in the office.This could be the ideal opportunity to join a professional and welcoming firm in Scarborough, where your role will be key in delivering a great experience to clients and keeping everything running smoothly behind the scenes.You’ll be the face of the business opening and closing the office, greeting clients, handling post, and ensuring everything is in order.While you’ll be a friendly presence at the front of house, you’ll also be a detail-focused administrator, supporting key business processes and keeping data and documentation accurate and up to date.Some of the Client Experience Assistant duties are:

• Open and close the office, welcome visitors, make drinks, keep spaces tidy, handle post, organise records, and manage payments.
• Set up new client records on IRIS, check AML compliance, issue engagement letters, and support ongoing AML procedures.
• Maintain accurate data on IRIS, run reports, and help retrieve client information.
• Prepare, scan, and manage documents for outsourcing, track progress, follow up on queries, and ensure records are kept up to date.
• Support accounts and tax processes by preparing packs for clients, managing approvals and HMRC forms, scanning and filing returns, arranging appointments, chasing client information, and helping with calls.
• Handle client offboarding by closing records, issuing disengagement letters, and preparing clearance information.

You must be a confident and capable Administrator who enjoys keeping busy and being at the heart of the action. You’ll be happy working on your own, balancing multiple tasks, and learning new systems and processes. You must be calm under pressure and not easily fazed by a high-volume workload.This will be working Monday to Friday, 9am to 5pm with a 30-minute lunch break earning a salary of £25,000. You will also be entitled to an great company benefits scheme including enhanced holiday entitlement, your birthday off work, and an annual company bonus.If you’re ready to take on a varied and rewarding role with a brilliant team in Scarborough, this could be the perfect next step for you.

Expected salary

£25000 per year

Location

Scarborough, North Yorkshire

Job date

Sat, 12 Jul 2025 02:52:23 GMT

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