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My job includes assisting clients with any questions or queries, assisting the accountants with booking in accounts, and completing any daily checks that are required. I also help file forms for people registering with our services.
On a typical day I help register numerous people onto our system who have signed up with us, and I help to book everything in for people to get their accounts completed. I help answer general questions and queries and offer support where possible. I reply to all my emails in a timely manner to ensure we are giving our clients the best service we can.
In my opinion, our clients’ biggest challenge is keeping up with everything they need to do for compliance, especially when starting out. We spend time to ensure we get all the information we require to assist with their accounts and help them reach their full potential.
I am able to reassure clients. We also provide onboarding calls for clients, once signed up, to speak to the admin team and go through any queries they have with this, and they have their initial consultation with their dedicated accountant.
My favourite part of the job is helping people who need our help, and advising clients on situations that may confuse them as I am able to help them to understand this.
I enjoying working in a very close team and having a laugh together.
I find for my job the most useful skill is keeping organised and having a set routine, as this helps you keep on track and plan your days precisely so you are able to maintain a good and stress free environment.
On my days off I spend my time with my horse (Prince). I enjoy spending time and bonding with him, and helping him improve in so many ways.
My proudest achievement is definitely buying my horse. I always dreamed of having a horse and never thought I’d be in the position to buy one myself, and I am grateful I have been able to bring this into my world.
My colleagues would describe me as definitely a workaholic.
At the minute, I am binge watching 911 on Disney Plus.
I admire my mum, she has always been my rock and pushed me forward to be my best.
Find out more about the services we offer by hitting the live chat button, or get an instant quote online. Interested in joining the team? Check out our recruitment page.
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