Client Account Administrator

We are seeking a part-time Client Account Administrator for 30 hours per week over 4 or 5 days to provide administrative and finance (50/50split) support to our client, a friendly, passionate charity in Taunton. Role Overview: As a Client Account Administrator, you will be the first point of contact for clients, ensuring a smooth experience and supporting the centre manager. Key responsibilities include: - Handling telephone, email, and web inquiries from clients and advisors. - Managing client onboarding and offboarding processes, including data entry. - Arranging initial consultations and processing payments. - Supporting advisors with room bookings - Managing invoice records and payments, issuing credit notes. - Maintaining records in Sage 50 accounting software. - Attending meetings and ensuring office supplies are stocked. - Assisting with event support and social media updates. Person Specification: - Passionate about helping others with excellent customer service and administration skills - Proficient in Microsoft Office and reliable in providing support. - Strong communication skills and attention to detail. - Willing to learn and work collaboratively. - Financial experience - Familiarity with SAGE - Experience in the health and wellbeing or charitable sector would be a bonus Client Account Administrator info; Salary: GBP24375 - GBP27300 pro rata for 30 hours (GBP12.50 - GBP14.00ph) Fully on site Annual Leave: 23 days per year plus bank holidays Company Pension Parking: Rota system for parking space

Location: Isle Brewers, GB

Posted Date: 5/10/2025