Client Accounts Assistant

Carter Jonas; Birmingham; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in the property sector is seeking a Client Accounts Assistant for a 12-month fixed-term contract in their Birmingham office. The ideal candidate will manage financial transactions, contribute to reporting, and assist in various projects while working collaboratively with a dedicated team. A strong emphasis on attention to detail and communication skills is essential, alongside a passion for finance in a dynamic environment.

Benefits

Flexible benefits package

Health cash plans

Cycle to work scheme

Office socials

Health & wellbeing activities

Qualifications

• Experience in a busy finance environment preferred.
• Professional communication skills are essential.
• Strong attention to detail and analytical skills.

Responsibilities

• Managing financial transactions for client portfolios.
• Performing reconciliations of client funds.
• Preparation of monthly contract accounts and reports.

Skills

Communication

Attention to Detail

Time Management

Numerical Skills

Tools

MS Office

Excel

Job description

We are looking for an experienced Client Accounts Assistant to manage financial transactions and reports for client portfolios on a 12-month fixed term contract. The role will include accounting for a portfolio of clients as well as taking on one-off projects and assisting others as appropriate. This role is integral to our operations, involving hands-on accounting for a diverse portfolio of clients, as well as taking on one-off projects and providing assistance to colleagues as needed.

The post holder will be part of team of 7 professionals within the Birmingham office with a range of specialisms and extensive experience, working closely with our wider team based in Shrewsbury. You will join our hub office in Birmingham where you will work alongside over 100 professionals across our main divisions which means there are lots of exciting events going on with various office socials, health & wellbeing and fundraising activities to get involved in.

We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle to work scheme and so on!

Main tasks:

• Managing day-to-day operations of clients' financial transactions
• Performing regular and robust reconciliations of client funds
• Creating payment runs in accordance with strict contract rules and deadlines
• Allocating cash received from tenants
• Responding in a timely and professional manner to both internal and external queries; managing shared inboxes
• Preparation of monthly contract accounts and reports
• Carrying out all administrative and ad hoc duties in connection with the role

What will it take to be successful?

Ideally you will have gained experience in a busy finance environment, within industry or a reputable accountancy practice. You will have the ability to work both supervised and unsupervised, being able to make decisions effectively and efficiently. You will need strong communication skills, a professional approach and fantastic time management skills. Previous experience in property is preferred but not essential. It is crucial to have excellent attention to detail and accuracy, be enthusiastic and pro-active with strong numeral and written analytical skills. Strong interpersonal skills and a willingness to work closely with other departments, whilst playing a key role within the contract management team is extremely important. It is also essential you are fully computer literate with a thorough understanding of MS Office programmes, particularly Excel.