Sales & Client Administrator - Accountancy Firm in the City of London

Step into a role that offers more than just a desk job. Join a well-established, long-standing small team at a reputable accountancy firm based in the heart of London. This team is dedicated to providing cutting-edge tech solutions and consultancy services to charities, making a tangible difference in the community.

Role Responsibilities:

As a Client & Sales Administrator, you will be the team's backbone, ensuring smooth operations across various area. Your responsibilities will include:

• Sales Administration: Manage sales andministration & processes, ensuring accuracy and efficiency.
• Billing: Oversee billing procedures and maintain meticulous records.
• Database Management: Maintain and update the CRM system, ensuring data integrity.
• Client Care: Provide exceptional support to clients, addressing their needs promptly and professionally.
• Marketing Support: Assist in marketing initiatives, contributing to the firm's growth and visibility. This includes attending events and being the face of the team.
• Reporting: Collecting monthly reports for the team.
• Organisation of business trips
• Responding to emails & messages.
• Processing invoices.

Ideal Candidate Profile:

• Experience: Proven experience as a client services support administrator with previous experience as a senior administrator, ideally within professional services or tech industries.
• Technical Skills: Proficiency in Salesforce or other CRM systems is essential. Advanced skills in Microsoft Office, including Word, Excel, and Outlook, are highly desirable.
• Excellent communication skills.

This role offers a fully remote working model with the request to be in the office once a month and attend events outside working hours.

McGregor Boyall is an equal opportunity employer and do not discriminate on any grounds.