Client Accounts Reporting Assistant

Touchstone Group Ltd; Bath; Hybrid; GBP 26,000 - 34,000; Full 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. After a short training period, hybrid working is available.

You will support the production of management information for clients and internal teams, respond to ad hoc financial queries, and attend client meetings.

Experience in finance is helpful; Excel skills and strong communication are essential. A basic DBS check is mandatory.

Qualifications

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

Responsibilities

• Support the production of management information for clients and internally, through timely reporting of financial information.
• Respond to ad hoc financial queries, providing support to the property teams and accounts administrators, ensuring data integrity.
• Attend client meetings as required.

Skills

Administration

Excel

Communication skills

Education

AAT Qualification

Tools

MS Office

Job description

At Places for People, we hire People, not numbers! So, if you like the sound of one of our jobs, please apply - you could be just who we're looking for! 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.

More About The Team

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.

Benefits

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

As part of our commitment to diversity and inclusion, we offer a guaranteed interview to candidates who are disabled, neurodiverse, or have served in the Armed Forces, provided they meet the essential criteria for the role. If you would like to be considered under this scheme, please indicate this in your application. We are dedicated to creating a supportive and accessible recruitment process for all.

We are committed to creating an inclusive and accessible recruitment process. If you require any reasonable adjustments to support your application or interview experience, please let us know. We're happy to work with you to ensure you have the opportunity to perform at your best.

If you are a Places for People customer and you're looking for support with your application, please contact our skills and employment team on [e-mail].

We understand the importance of a supportive and inclusive work culture so please talk to us at interview about flexibility you may need. We can't promise to give you exactly what you want, but we promise not to judge you for asking. For this role we are open to discussing the possibility of reduced hours, flexible start and finish times or compressed hours.

Safeguarding

At Places for People, safeguarding is everyone's responsibility. We are committed to creating safe communities for our customers and colleagues by protecting children, young people, and adults at risk from harm, abuse, and neglect.

We follow robust safeguarding policies and procedures, ensuring all employees, volunteers, and contractors uphold the highest standards of safeguarding and accountability. Our recruitment process includes pre-employment checks, including Disclosure and Barring Service (DBS) checks where applicable, to promote a safe and secure working environment.

By joining Places for People, you are expected to contribute to our safeguarding culture, following our policies and reporting concerns to protect those in our communities.