Job Description
We are currently seeking a Documents Administrator to join our team here at Caroola Group. This role will be based in our Warrington office.
Caroola is a group of market-leading brands that specialise in providing tax management, umbrella, and accountancy services to small businesses and a high-quality contingent workforce in the UK. Our mission is to unite and empower the agile workforce community with innovative technology, exceptional service, and expertise, all under one brand. Our top priority is to offer unparalleled support to our clients, easing their workload and helping them grow with us. This is who we are, and what we do.
Our exceptional team of talented individuals enables us to provide the best accountancy, tax, and umbrella services to our clients. With roots dating back to 1881, we have been providing exceptional service levels to contractors, sole traders, SMEs, and freelancers alike. Today, we offer a unique blend of personalised expertise and empowering technology to enable our clients to achieve greater success.
Our industry is fast-paced and dynamic, and we are always on the lookout for talented individuals who thrive on challenges and accountability. We value adaptability and change as core traits in our team members, and we offer opportunities for career progression and growth. If you're looking for a challenging and rewarding career in a fast-paced business environment, look no further than Caroola. We're dedicated to unlocking your potential and helping you achieve your goals through innovative solutions and world-class service. We’ll work with you to give you all the tools you need to be a Caroola star.
Responsibilities:
- Opening and distributing the daily post ensuring it is scanned and saved in the relevant CRM system.
- Register all new clients for necessary tax schemes and ensure we are authorised on HMRC portal to prevent delays for accountants processing the clients company submissions.
- Upload banking feeds to relevant client portals.
- Organise outlook inbox for accountants to ensure correct teams are responding to emails from their clients.
- Handling adhoc queries from accounting teams in a timely manner.
- Filing company documents
- Returning accounting information to external clients
- To work well as part of a team, be open-minded towards the ideas and views of others and contribute to building team spirit.
- To communicate with clients/colleagues in a professional and compliant manner.
- To welcome feedback provided as part of the quality assessment framework and demonstrate improvement in performance.
- To adapt positively to change and meet the changing requirements of the work environment.
- Actively support department and company initiatives.
- To maintain a high level of personal drive and the highest standard of accountability and professionalism at all times.
Skills & Requirements:
- GCSE (or equivalent) in Maths and English at grade C or above
- Previous experience in a fast-paced administration environment.
- Knowledge of the Umbrella/Accounting Finance Industry.
- Ability to work to organisational standards (e.g. service level agreements.)
- · Ability to identify and take action to resolve issues, being accountable for organisational goals.
- Ability to communicate clearly.
- Ability to be innovative and use own initiative.
Benefits:
We're experts in managing finances and we want to optimise yours too! We'll ensure that you receive the right benefits to support your choice of lifestyle, wellbeing and health – right now, as well as for your future. Find what’s best for you through your own personal benefits hub.
- A competitive salary, flexible working options, and the ability to flex your holiday entitlement is in the heart of our offering.
- Enjoy 25 days off plus Bank Holidays to reach a maximum of 29. Want more? No problem. You can buy up to an additional 3 days and tailor your leave.
- Plan ahead - With private medical insurance, you can access medical treatment when you need it most. So when life throws you an unexpected challenge, you can access a quick diagnosis and accurate treatment.
- Stay strong - Keep in shape with dental insurance, our Cycle to Work scheme and subsidised gym memberships.
- Study support - Progress your career in your chosen field without worrying about finding the time, the right guidance or the money to do it
- Our financial benefits will aid you in life’s ups and downs including free access to mortgage advice, credit scoring for life and financial management tools
- Company Pension - Save for the future with our company pension scheme with NEST.
- Caroola supports the mental health of its people. Take advantage of our mindfulness resources and engage in a list of initiatives that we update regularly. Our dedicated team of qualified Mental Health First Aiders provide materials and support in areas such as mental health, mindfulness and personal health. Through Health Assured, we provide 24/7 365 days a year counselling and support through our Employee Assistance Programme. If it’s your thing—or not (yet)—there’s also a gym membership up for grabs.
- Keep your balance - to ensure that everyone is able to thrive when they are at their best, we provide a flexible environment to support your lifestyle, priorities and family life which is built on a culture of trust and ownership.
- Tusker Car benefit scheme - Help the planet and put some of your salary, before tax, to buy an electric or hybrid car.
- My Savings Pal - Earn cashback. Make your salary go further with big discounts on all of your shopping.
Job Types: Full-time, Permanent
Salary: £20,300.00 per year
Benefits:
- Additional leave
- Casual dress
- Company pension
- Flexitime
- Free parking
- Gym membership
- Life insurance
- Private dental insurance
- Private medical insurance
- Referral programme
- Sick pay
- Work from home
Schedule:
- 8 hour shift
- Flexitime
- Monday to Friday
Work Location: In person