Client Accounts Administrator

Incognito Software Systems Inc; Cardiff; Remote; GBP 25,000 - 26,000; Full time

Benefits offered by this job

Remote work

Cardiff office

Private GP

Wellbeing app

Pension

Annual leave 28 days

Job summary

agentOS, Cardiff-based software team, is hiring a Client Accounts Administrator. This role is remote (UK) with optional on-site access at the Cardiff office, 37 hours per week, and a salary of £25,000–£26,000.

You will reconcile client bank statements in agentOS, process payments, chase arrears, and prepare client statements for month-end, learning our platform as you go. Training is provided; no prior accounts experience required.

Qualifications

• No accounts or lettings experience required; training provided.
• Must be good with numbers and detail-oriented.
• Able to stay calm and clear on calls and email.
• Capable of meeting deadlines, especially month-end.

Responsibilities

• Reconcile client bank statements in agentOS.
• Process client payments and invoices.
• Chase outstanding arrears by phone, email or letter.
• Prepare client statements and assist month-end processes.
• Train clients on agentOS usage.

Skills

Numerical skills

Attention to detail

Calm under pressure

Job description

Job Summary:Client Accounts Administrator£25,000 to £26,000 · Full time, 37 hours · Remote (UK), with our Cardiff office there whenever you want itagentOS makes software that helps letting agents run their businesses, and through agentPay we look after their accounts.Letting agents trust us with their clients' money, and you'll help keep it that way: reconciling accounts, processing payments, chasing arrears and supporting clients through month-end.No accounts or lettings experience needed. If you're good with numbers, careful with detail and calm on the phone, we'll train you in the rest.Job Description:Client Accounts Administrator£25,000 to £26,000 · Full time, 37 hours · Remote (UK), with our Cardiff office there whenever you want itAbout agentOSWe make software that helps letting agents run their businesses, and through agentPay we look after the accounts side for many of them. We're a team of around 22 based in Cardiff, small enough that your work gets noticed, and part of a larger software group that gives us stability.Why this role mattersLetting agents trust us with their clients' money. This role keeps their accounts accurate, their payments on time and their month-end running smoothly, so they can focus on running their business with confidence.What you'll doKeep clients' account information up to date and reconcile their bank statements in agentOSProcess payments for clients, including payment files, invoices and payments to organisations such as HMRC and the Deposit Protection ServiceChase outstanding arrears by phone, email, text and letterPrepare client statements and help clients through their month-endHelp clients stay compliant, flagging any risks you spotTrain clients on agentOS, including setting up new accounts clientsCheck in on how clients' accounts are doing, rather than waiting for problems to come to youWhat we're looking forYou don't need experience in accounts or lettings. We'll train you. What matters is that you:Are comfortable with numbers and careful with detail, because this is our clients' moneyStay calm and clear on the phone and by email, including when chasing paymentsKeep on top of deadlines, especially at month-endAre comfortable using AI tools and picking up new software quicklyKnow when to ask for help, and aren't afraid toWhere it can leadThis role opens several paths, depending on your interests and how you develop: Client Account Manager, Team Leader, Client Accounting Specialist, or Advanced Accounts.What you'll get£25,000 to £26,000, depending on experience28 days holiday plus bank holidays, rising with length of serviceWork remotely, or use our Cardiff office (free parking, social spaces and a wellbeing room) whenever you like24-hour private GP accessEmployee assistance programme with counselling, plus a wellbeing appWorkplace pensionEnhanced maternity payRegular social and company eventsWe'll review applications as they come in and may close the role early, so don't wait. If you need any adjustments to apply or interview, just let us know.Worker Type:RegularNumber of Openings Available:1