Client Support and Admin Assistant - Financial Service (ZR_19074_JOB)

This is a remote position.

• Contract type: Independent Contractor
  
• Schedule: Flexible (minimum 20 hours per week)
  

Client Timezone: UK business hours

Customer Service & Client Management

• Customer service through email, chat or phone
  
• Follow up with new prospects/clients
  
• Prepare engagement letters, agreements & proposals
  
• Prepare professional clearance letters/requests
  
• Client onboarding
  
• Anti-money laundering checks
  
• Adding/removing clients on HMRC portals
  
• Corporation Tax / PAYE / VAT registrations & deregistrations
  

Organizational Support

• Manage the director’s email inbox, prioritizing messages and responding to client queries professionally.
  
• Identify common queries to provide a solution to reduce the number of emails
  
• Oversee the director’s calendar, schedule appointments, and ensure efficient time management.
  
• Respond to basic client queries, including financial; providing accurate and timely information.
  
• Maintain and organize client records, files, and documentation in a consistent and universal format.
  
• Support workflow management across the team, ensuring tasks are assigned, tracked, and completed on time via our client portal Karbon
  
• Creation of workflows
  
• Identify and implement process improvements to enhance efficiency and client satisfaction.
  

General Support:

• Provide ad-hoc administrative support and assistance with special projects as needed.
  
• Liaise with clients and team members to facilitate smooth communication and task completion.
  

Social Media Management:

• Assist with Developing and scheduling engaging content for the firm’s social media platforms (e.g., LinkedIn, Instagram, Facebook).
  
• Monitor, respond to, and engage with comments and messages to build online relationships.
  
• Assist in creating strategies to grow our online following and engagement.
  
• Track and report on social media metrics to inform content strategy.
  

Requirements

• Proven experience in administrative and workflow management, preferably within a professional services or finance setting.
  
• Strong communication skills, both written and verbal, with a professional and approachable tone.
  
• Excellent organizational skills with the ability to manage multiple priorities and deadlines.
  
• Experience with task management or project management tools (e.g. Karbon) is highly desirable.
  
• Familiarity with email and calendar platforms (e.g., Outlook, Google Workspace).
  
• Social media management experience, including content creation and scheduling tools (e.g., Canva, Hootsuite, Buffer).
  
• A proactive and self-motivated approach, with the ability to work independently in a remote environment.
  
• Basic understanding of financial terminology and processes is desirable.
  

Benefits

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job