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FS Audit Client Administrator

Date: Aug 8, 2019

Location: London, United Kingdom

Company: KPMG UK

The role is to act as a Client Administrator within the FS Audit team. The role requires initiative, flexibility and discretion. The individual will need to be confident, assertive and have the ability to prioritise their own workload.

The Responsibilities:

Client Relationship and Communication
• Liaise with PAs to ensure Client Relationship Management (CRM) tool is accurate and up to date
• Coordinate with CRM team submission of communication alerts through Microsoft Dynamics Identify and organise appropriate client entertaining opportunities, on a main Board level and more generally develop and maintain a detailed relationship matrix
• Liaise with the teams and the clients to arrange all required client meetings - support in production or collation of the agenda as appropriate and act as minute taker and action point tracker
• Liaise with clients for KPMG staff access to the audit rooms
• Arrange all pre Audit Committee meetings with individual business units and KPMG teams
• Identify key publications and events of relevance to the client;

Finance/Engagement Management
• Monitor actual time against budgets and challenge when budgets are exceeded
• Take responsibility for producing a billing schedule for the client as well as producing all related fee notes, inter-office notes and fee allocations
• Responsibility for WIP, billing, lock up etc. – produce bi-monthly financial analysis to present to engagement team
• Opening and managing codes across various engagements
• Client Acceptance – monitoring validity dates and doing yearly continuances
• Onboarding new clients and ensuring client ID checks are completed
• Ensuring Risk Groups are up to date and in line with teams requirements / audit sign offs
• Engagement Acceptances – ensure all continuances are processed prior to yearly Engagement Letter sign off
• Providing support for ad-hoc SAP tasks, urgent service requests and reporting
• Assisting teams in preparing budgets
• Line up engagement letter drafts as and when required for review by the engagement team
Independence and Compliance (including Sentinel)
• Carry out initial screening of sentinel submissions for EU PIE clients
• Track completion of any staff screening procedures
• Track independence confirmations from team members
• Manage the SAP and Sentinel tree structures to ensure they remain up-to-date and compliant with KPMG risk management procedures;
• Maintain administrative SAP updates for accurate financial reporting;
• Maintain complete and accurate documentation related to pre-approval and independence.

Client Service
• Support the client lead partner in organising the Client Insights Group meetings, including preparing agenda and Management Information (MI) for the meetings, recording and circulating minutes, and following up agreed actions;
• Contribute as part of the Client Insights Group, including initiatives for improving the account management process; and
• Identify and respond to client service opportunities.

Management Support and Office Management
• Assist in the organisation and running of conferences – venue, agenda management, diary coordination, materials preparation, minute/action taking etc.
• Manage introduction of all staff joiners to major teams. Distribute joiner briefing pack setting out organisation charts, team structure, facilities, IT and timesheet information. Review joiner pack content on a regular basis updating information as necessary
• Develop a network of appropriate internal KPMG and external client contacts to ensure that services are delivered efficiently using the most appropriate resource
• Ensure that external client working relationships are maintained to a high level of professionalism · organise regular social events for team
• Organise the filing system (both hard copy and electronic) to support the audit
• Assist in maintaining Clara collaboration sites which we have with some clients and act as first point of contact for all internal and client users
• Assisting in the preparation of Audit & Risk Committee presentations using PowerPoint
• Arrange all design slots with CREATE as appropriate
• Management of shared mailboxes and dealing with ad-hoc queries
• Manage client calendars
• Obtain audit timetable and note pertinent dates in all KPMG diaries

Other
• Other ad hoc tasks as they arise.

The Individual
• Demonstrate advanced levels in Microsoft Office applications of Word, Excel, Outlook and PowerPoint
• Demonstrate exceptional organisational and administrative skills possess an eye for detail be pro-active in identifying necessary tasks and in identifying and implementing ways in which improvements to the engagement can be made
• Have the confidence and ability to approach/work with professional/senior staff in the UK and Overseas
• Demonstrate an ability to adapt to changing demands and conditions
• Be a team player
• Have strong interpersonal skills
• Be flexible in terms of working hours be able to deal discreetly with sensitive client information and issues
• Possess strong oral and written communication skills
• Demonstrate a commitment to deliver a first class quality service
• Present a professional image
• Knowledge of SAP beneficial

Qualifications
• 5 Standard Grades/O'levels including Maths and English
• 2 years of references available on request.
• Experience in as many of the above areas as possible


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