We are professional, agile, professional and our goal is to PEM is the largest independent firm of chartered accountants in Cambridge, providing a full range of business, personal and specialist services to a diverse range of business sectors and individuals. This wide and varied client base provides an exciting basis for our training programmes - ensuring an excellent framework of knowledge and experience is achieved. .
Overview
To provide efficient and professional administrative support across all PEM service lines. Working as a team to ensure an excellent level of service is provided to clients, and colleagues at all times.
Key accountabilities
Creating contacts on CCH to link to clients and/or employment.
Maintaining Fibre CRM - engagement letters and AML (Smart Search) - ensuring accuracy and maintaining up to date data at all times.
Undertaking billing in a timely fashion and in line with yearend deadlines.
Disengagement Letters, where needed.
Running and reviewing CCH Financial reports, ensuring accuracy.
Adding templates and saving document to Intapp, keeping the system up to date at all times.
Land registry searches and all associated work.
Covering Reception when needed.
Opening post and scanning in, as and when required.
Franking post as and when needed.
Assist Partners with tender presentations, ensuring accuracy at all times.
Taking accurate and meeting minutes and managing follow up actions.
Kreston conflict checks.
Support keeping Retain up to date and accurate.
Assistance with Caseware.
Order Certificate of Good Standing for clients as and when required.
Person Specification
Excellent knowledge of Microsoft Office.
Highly computer literate and able to use case management systems efficiently.
Excellent attention to detail.
Good communication skills.
Curious and can-do attitude.
Team player.
Job Types: Full-time, Permanent