Overall summary
We are looking for a Client Services and Office Supervisor to join our fast-growing, dynamic accountancy firm in South Liverpool.
This is a varied, hands-on role for someone who enjoys keeping things organised, helping people, improving systems, and making sure nothing falls through the cracks.
You’ll provide day-to-day support to the Director and wider team, help manage enquiries from prospective clients, support our client onboarding process, and make sure the office runs smoothly.
You’ll often be the first point of contact for clients and prospects, so you’ll play a key role in giving people a great first impression of JDA.
We offer hybrid working, private medical insurance and the option to work a 4-day week, giving you a 3-day weekend if that suits your work-life balance.
You don’t need accountancy experience as training will be provided. What matters most is that you’re organised, accurate, approachable, confident speaking to people, and willing to learn.
Responsibilities
Your responsibilities will include:
Assisting the Director
- Managing the Director’s diary, helping to prioritise tasks, and supporting the measuring of results daily
- Supporting weekly meetings to measure the firm’s Key Performance Indicators
- Liaising and communicating with clients, customers and suppliers
- Helping the Director stay organised and focused on the most important tasks
- Supporting projects and follow-up actions as required
Customer service and client support
- Acting as a first point of contact for current and potential clients, either by phone, email or in person
- Helping manage enquiries from prospective clients, making sure they are followed up properly and booked into the right meetings
- Liaising with potential clients from initial enquiry through to sales meeting
- Supporting the onboarding of new clients, including Anti-Money Laundering checks and setting them up in our systems
- Liaising with clients to gather information and records to allow the team to prepare accounts and tax returns
- Gathering client feedback through surveys and phone calls
- Submitting accounts, confirmation statements and tax returns to Companies House and HMRC, with training provided
- Helping ensure clients receive a professional, friendly and responsive service
General administration and office support
- Managing the firm’s CRM system
- Managing our HR system, including monitoring holidays and sickness
- Dealing with incoming post, including scanning and filing
- Supporting the team with general tasks, eg arranging meetings in person or via Zoom
- Managing and ordering office supplies
- Keeping office systems, records and processes up to date
- Helping to spot where internal processes could be improved
- Ensuring the office runs smoothly
Essential skills
- Approachable and likeable - your colleagues and clients never have a bad word to say about you
- Able to communicate clearly with colleagues, clients and prospects
- Comfortable speaking to clients and prospects by phone
- Excellent attention to detail and accuracy
- Able to follow procedures and policies properly
- Able to spot when a process could be improved
- Excellent time-management skills and a commitment to meeting deadlines
- Able to prioritise when lots of people want your help at once
- A “can do” attitude and desire to provide an excellent service to the team and to our clients
- A willingness to learn new skills and apply them
- Confident using different software systems and keeping records up to date
- Discreet and trustworthy, as you’ll deal with sensitive client and team information
- Good knowledge and experience of using Microsoft Office programs, especially Excel, Outlook and Word. Training will be provided on other software packages as required
Desirable skills
- Experience of administration in a professional firm
- Experience in a client-facing or customer service role
- Experience of using CRM or practice management systems
- Experience of supporting senior managers or directors
Essential skills
- Approachable and likeable – your colleagues and clients never have a bad word to say about you
- Able to communicate with colleagues and clients
- Attention to detail, accuracy and ability to follow procedures and policies
- Excellent time-management skills and commitment to meet deadlines
- A “can do” attitude and desire to provide an excellent service to the team and to our clients
- A willingness to learn new skills and apply them
- Good knowledge and experience of using of Microsoft Office programs, especially Excel, Outlook and Word. Training will be provided on other software packages as required
Desirable skills
- Experience of administration in a professional firm
Hours of work: 36 Hours per week.
3-day Weekends!
We do offer the opportunity to work a 4-day week. A number of our team work four 9-hour days per week, but this is optional to suit your work-life balance and arrangements.
Place of work
Hybrid Working. To be an Office Supervisor, you must spend time in the office that you are supervising, but you will be able to work remotely as appropriate - usually one day per week to fit business needs
Salary Range: £30,000
Other benefits: Free parking, Company Events, Private Medical Insurance, Funded Training, Casual Dress
How to apply
Please send your CV and complete the short questions.
About Jon Davies Accountants Limited
Jon Davies Accountants (JDA) is a dynamic and fast-growing accountancy practice based in modern offices in South Liverpool. JDA has an experienced, close-knit team who offer a fresh approach to accountancy. We are honest and responsive, giving clients professional and proactive advice which is straightforward and transparent.
JDA focuses on building long-term relationships with its clients to help understand their business. By working alongside our clients, JDA can add value by also giving expert advice to help plan strategies for future growth.
More details can be found at www.jondaviesaccountants.co.uk.
Job Types: Full-time, Permanent
Pay: £30,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Free parking
- On-site parking
- Private medical insurance
- Referral programme
- Sick pay
- Work from home
Application question(s):
- Please confirm you are happy to work in our Liverpool office at least 3 days per week
- What applicable skills or experience do you have for the role?
- Why do you want this role?
Work Location: Hybrid remote in Liverpool L24 9HJ
