Personal Administrator

Department: Operations Location: Worthing

Description

At Carpenter Box, we're proud of the relationships we build – with our clients, our communities and each other. As part of the Sumer Group, we combine the strength and opportunities of a growing national business with the friendly, supportive culture of a local firm.

We're looking for a Personal Administrator to join our team and become one of the people who helps everything run smoothly behind the scenes. This is a role for someone who enjoys working with people, thrives on variety and takes pride in being the person others can rely on.

Key Responsibilities

Working closely with our Partners and wider team, you'll play a key role in supporting our clients and keeping day-to-day operations running smoothly. You'll be involved in a wide variety of tasks, including:

• Being a key point of contact for clients, prospective clients and professional contacts.
• Supporting Partners with the management of busy client portfolios and helping to coordinate priorities.
• Managing diaries, arranging meetings and providing general administrative support.
• Assisting with new client onboarding, including anti-money laundering processes and engagement documentation.
• Preparing fee notes and supporting client billing processes.
• Liaising with Companies House and HMRC on behalf of clients.
• Preparing and filing confirmation statements and maintaining statutory records.
• Assisting with company secretarial work, including dividend documentation, share transfers and related filings.
• Completing client forms, tender documents and maintaining information on client portals.
• Supporting colleagues across the wider administration team and contributing to a collaborative working environment.