Another Answer – The Ins and Outs

We asked members of our team to summarise the nuts and bolts of what we do for our clients that enables them to relax and concentrate on the creative elements of their business.

Practice Administrator Stacia Wrenn gives us the ins and outs of her role:

Onboarding  – welcome clients to the company ensuring people are who they say they are and that all AML (Anti Money Laundering) procedures are adhered to

Work with the Client Manager to obtain information from clients to feed into Self-Assessments and Accounts production

Maintain regular contact with clients to keep a friendly channel of communication open

Keep the office running smoothly, answer phones and be the ‘go-to person’ if any problems arise

To bring positive energy to the workplace and to keep clients and colleagues happy on a day-to-day basis