Team Coordinator

About Our Client

Our client are an accountant firm in Southampton, their people come first. People do business with people and their culture focuses on looking after each other. Their advice and services are designed to bring their clients maximum benefit, by helping them to run their businesses or financial affairs more efficiently and cost-effectively and to keep more of the money they make through effective tax planning.

Job Description

The responsibilities of the Team Coordinator will include:

1. Maintain visibility of ongoing tasks and responsibilities of the [Team name] managers through frequent discussion.
2. Helping reallocate work between [Corporate/Commercial/Tax] managers as required.
3. Championing key software. Ensuring software updates are identified and embedded effectively in the team processes.
4. Optimisation of technology solutions within the team. In particular, using Microsoft functionality to improve process flows.
5. Identification of efficiency's and embedding process improvements.
6. Short term and long term resource planning.
7. Regular communication with [Corporate/Commercial/Tax] team members to ensure that they have clarity over where, and for whom, they are working.
8. Assisting managers with progressing clients who have gone "off timetable".
9. Helping managers with communications with clients and HMRC.
10. Organisation of key activities that are common to all/most client jobs:
11. Client on boarding
12. Engagement letters
13. Bank audit letters
14. Stock takes
15. Billing schedules and forecasting
16. Arranging planning meetings
17. Ensuring that information requests have gone to clients
18. Checking that clients have provided information on a timely basis.
19. Co-operation with other Team Coordinators to obtain resource for [corporate/commercial/tax] manager's jobs and provide support to other teams as appropriate.
20. Developing automation and standardisation as examples are identified.
21. Oversight of holiday, study timetables and feedback process.
22. Organisation of training.
23. Contribution to long term resource planning (recruitment and forecasting).
24. Monitoring non-financial KPIs
25. Liaison with other Team Co-Ordinators to cover holidays and sickness.

The Successful Applicant

The successful candidate for the Team Coordinator role is someone with the following:

1. Track record of some project coordination experience
2. Capacity to coordinate multiple projects for clients
3. Use of MS365 products, including Excel, Teams, Sharepoint.
4. Experience documenting processes and identifying efficiency's through use of Microsoft 365 tools.
5. Ideally project management qualification and experience, but this is not essential.
6. Attitude - collaboration with team colleagues, other TCs, need for diplomacy, growth mindset (for themselves and the firm)
7. Ability to delegate effectively

What's on Offer

The candidate for the Team Coordinator role will receive:

• Competitive Salary
• Pension package
• Annual leave package
• Healthcare