Client Accounts Reporting Assistant

Places for People; Bath; Hybrid; GBP 24,000 - 32,000; Part time

Benefits offered by this job

Hybrid working

Training and development

Discounts and offers

Job summary

Places for People is seeking a Client Accounts Reporting Assistant on a fixed-term basis until February 2027. The role supports the production of management information for clients and internally, with hybrid working after an initial training period.

Part-time 30 hours per week, you will respond to ad hoc financial queries, support property teams and accounts administrators, and attend client meetings. A basic DBS check is mandatory.

Qualifications

• Experience in an administration role in finance.
• Proficient with MS Office, especially Excel.
• Studying towards an AAT qualification.
• Strong attention to detail and clear communication.
• Experience supporting finance or property teams is a bonus.

Responsibilities

• Support production of management information for clients and internal teams through timely, accurate reporting.
• Respond to ad hoc financial queries and assist property teams and accounts administrators.
• Attend client meetings as required and ensure data integrity.

Skills

Attention to detail

Communication skills

MS Excel

Administrative experience

AAT qualification in progress

Education

AAT qualification (studying)

Tools

MS Office Suite

Job description

At Places for People, we hire People, not numbers! So, if you like the sound of one of our jobs, Of course, experience and track record are important, but we're more interested in hiring someone that embodies our People Promises. That's someone that does the right thing, is enthusiastic and motivated to grow, believes in Community spirit, is respectful and enjoys their work. As the UK's leading Social Enterprise we're dedicated to creating inclusive and thriving Communities for both our Customers and Employees.

Over the last 30 years, Touchstone have identified different opportunities that have shaped our development. As part of the wider Places for People Group, we offer professional property management and create the best experience for our customers.

Touchstone operates in a competitive commercial environment, requiring best use of resources to maintain a return to the Group both financially and socially.

Reporting to the Reporting & Reconciliations Manager, we are looking to recruit a Client Accounts Reporting Assistant on a Fixed term basis until February 2027. After an initial period of training (approx. 2 weeks) , we are able to offer hybrid working.

We are happy to consider part time hours of 30

More about your role

As a Client Accounts Reporting Assistant, you will be responsible for supporting the production of management information for clients and internally, through the timely and accurate reporting of financial information.

On a daily basis you will respond to ad hoc financial queries, providing support to the property teams and accounts administrators, ensuring data integrity. Attending client meetings is also expected.

At Places for People, we are committed to a safe working environment so a basic DBS check is mandatory.

More about you

Experience within finance is ideal though not essential. Experience with Microsoft packages such as Excel areadvantageous. Communication skills are essential.

Experience & Skills

• Experience in an administration role,
• Experience with MS packages such as Excel,
• Possess or studying towards an AAT Qualification,
• Strong attention to detail,
• Excellent communication skills.

The benefits

We are a large diverse and ambitious business, which will give you all the challenge you could wish for.

We know that there's always more we can do to make you smile, that's why we offer a comprehensive benefits package with each role, yours will include:

• Competitive salary, with a salary review yearly
• Training and development
• Extra perks including huge discounts and offers from shops, cinemas and much more