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Old Mill is a South West–based accountancy and financial advisory firm serving more than 5,000 clients across the region. Its work spans accounting, tax, financial planning, and strategic advice for owner-managed businesses, property and construction companies, farming and rural enterprises, and private clients. With roots dating to the 1920s, Old Mill combines sector expertise with a relationship-led approach, tailoring guidance to each client’s goals, challenges, and opportunities.
Client Service Coordinator - Exeter (Hybrid)
Coordinate client communications, statutory filings, and compliance administration for Old Mill in a hybrid Exeter role. Manage deadlines, records, systems, and client-service processes within a professional-services environment.
Description
- Serve as a key client contact by providing progress updates and resolving routine queries
- Coordinate client information and deadlines for statutory accounts and tax return submissions
- Meet all Companies House and HMRC filing deadlines
- Oversee Company Secretarial activities and maintain statutory records
- Maintain accurate and current internal systems
- Assist with billing, document handling, and general compliance administration
- Set up clients on systems and portals, offering guidance and troubleshooting support
- Collaborate across the firm to promote consistent client-service processes
- Provide reception cover and manage post and scanning when needed
Requirements
- Previous customer-service experience in a professional environment
- Strong administrative and organisational abilities with meticulous attention to detail
- Proficiency in Microsoft Office
- Comfort using CRMs, document portals, accounting platforms, and other online systems
- Proactive and adaptable approach to managing competing deadlines and shifting priorities
- Excellent communication skills with a warm, professional manner
Benefits
- 26 days of annual leave plus bank holidays and your birthday, with the option to buy additional leave
- Hybrid working with three office days each week
- 24/7 Employee Assistance Programme supporting employee wellbeing
- Discounts and special offers across a range of products and services
- Pension scheme for long-term financial support
- Supportive, values-led workplace with opportunities for learning and career progression
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