Client Accounts Reporting Assistant (Hybrid)

Touchstone; Bath; Hybrid; GBP 22,000 - 34,000; Full time

Benefits offered by this job

Annual salary review

Training and development

Discounts from shops and cinemas

Job summary

Places for People is seeking a Client Accounts Reporting Assistant on a fixed-term basis to February 2027. The role involves supporting the production of management information for clients and internal teams, ensuring timely, accurate financial reporting and data integrity.

Hybrid working is available after an initial training period, with a DBS check as part of safeguarding. Applicants should have finance experience or be willing to study towards the AAT qualification.

Qualifications

• 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.

Responsibilities

• Support the production of management information for clients and internally, through timely and accurate 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.

Skills

Finance experience

MS Excel

Administration

Attention to detail

Excellent communication

Education

AAT qualification

Tools

MS Office

Job description

Places for People is seeking a Client Accounts Reporting Assistant on a fixed-term basis to February 2027. The role involves supporting the production of management information for clients and internal teams, ensuring timely, accurate financial reporting and data integrity.

Hybrid working is available after an initial training period, with a DBS check as part of safeguarding. Applicants should have finance experience or be willing to study towards the AAT qualification.