Administration Assistant - Calls/Emails- Remote Working

Client Services Executive- Calls/Emails/Admin

£26,500- £28,500

Monday- Friday 9am- 5pm

REMOTE- Training based in Leicester

KEY RESPONSIBILITIES:

Client Communication & Support

• Act as a primary point of contact for clients
• Support clients via phone and email to complete questionnaires accurately
• Conduct review calls with clients to confirm details and clarify responses
• Liaise with solicitors to provide updates and resolve queries

Calculations & Review

• Review completed questionnaires for accuracy and completeness
• Identify inconsistencies or missing information and resolve these with clients
• Apply rules and guidance to determine the correct tax treatment
• Clearly document calculation decisions and reasoning

Quality & Collaboration

• Escalate technical or unclear points appropriately using internal guidance
• Participate in four-eyes checks on returns as part of quality control
• Support the submissions team during high-volume periods where required
• Ensure clean handover of matters to the submissions team

Administration & Reporting

Maintain accurate records within Compass systems

Log client interactions and calls accurately

Support internal reporting and audits as required

Essential Skills & Qualities

• Strong communication skills, particularly by phone
• High attention to detail and accuracy
• Confident handling client queries in a professional manner
• Ability to follow structured guidance and escalate when unsure
• Comfortable working with digital systems and case management tools
• Ability to manage multiple matters concurrently

Nice-to-Have Skills

• Experience in property, legal, or financial services
• Familiarity conveyancing processes
• Previous client-facing or call-based experience