Pensions Client Service Coordinator in City of London

Pensions Client Service Coordinator in City of London

City of London Full-Time 24000 - 28000 £ / year (est.) No working from home possible
Sayer Vincent

At a Glance

  • Tasks: Support the audit team with admin tasks and client communication.
  • Company: Join Sayer Vincent, a unique audit firm dedicated to social justice.
  • Benefits: Full training, hybrid working, and opportunities to grow your skills.
  • Other info: Dynamic role with a focus on collaboration and professional development.
  • Why this job: Make a difference in the charity sector while developing valuable skills.
  • Qualifications: GCSEs in Maths and English, plus 2 years of admin experience.

The predicted salary is between 24000 - 28000 £ per year.

Hi, We’re Sayer Vincent and we’re not your typical audit firm! We’ve been around for quite a while… established in 1983 by three accountants committed to social justice they saw the need for dedicated specialist audit and advice for charities and social purpose organisations. We make charities become more effective at what they do - which in turn helps their beneficiaries.

The Client Services coordinator role involves preparatory and administrative work on behalf of the audit team from trainee to partner, as well as liaising with our clients. A successful candidate will be provided with full training to bolster their IT skills, enhance their communication abilities, cultivate their audit knowledge, and foster interest in the rewarding charity sector. Full training for this role will be provided.

  • Generating and proof-reading audit documents in Microsoft Word, Excel and PowerPoint, including bank letters, audit strategies and reports
  • Raising bills and preparing invoices via the firm’s customer relationship management (CRM) database
  • Maintaining network information and data on the CRM
  • Managing electronic calendars and booking meetings and travel for audit and advisory work
  • Answering phones and interacting with clients and suppliers
  • Participating in training new team members, sharing skills and knowledge where and when required
  • Assisting with the preparation of training materials and presentation documents
  • Providing administrative support for other teams within the Operations Department (Facilities, Marketing, Finance) as required
  • Collaborating with other departments on firmwide projects

Superb attention to detail – you will be editing and formatting audit documents where accuracy is paramount.

Excellent IT skills – confident using Microsoft Office 365 suite products (particularly Excel and Word).

Exceptional communication skills - able to communicate clearly and effectively at all levels and to different audiences, both verbally and in writing.

Strong numerical skills - confident working with and editing numerical data.

Adaptable – showing eagerness and willing to different ways of working with a positive and flexible personality to match.

GCSEs in Maths and English at grade C/4 or above, or equivalent level qualifications in Maths and English.

At least 2 years of administrative experience gained within a busy office environment, either via paid or voluntary work.

Hybrid Working Structure available.

Pensions Client Service Coordinator in City of London employer: Sayer Vincent

At Sayer Vincent, we pride ourselves on being more than just an audit firm; we are a dedicated partner in the charity sector, committed to social justice and making a real difference. Our supportive work culture fosters professional growth through comprehensive training and collaboration across teams, ensuring that our employees not only excel in their roles but also contribute meaningfully to the success of charities and social purpose organisations. With a hybrid working structure and a focus on employee development, Sayer Vincent is an excellent employer for those seeking a rewarding career in a dynamic and impactful environment.

Sayer Vincent

Contact Details:

Sayer Vincent Recruitment Team

We think you need these skills to ace Pensions Client Service Coordinator in City of London

Attention to Detail
IT Skills
Microsoft Office 365
Microsoft Word
Microsoft Excel
Communication Skills
Numerical Skills