Client Support Accountant

Trinity Estates; Hemel Hempstead; Hybrid; GBP 10,000 - 25,000; Full time

Job summary

Trinity Estates is seeking a Client Support Accountant to join their team. This hybrid role involves providing key administrative and accounting support within a collaborative environment, with opportunities for career growth and a competitive salary package. You will handle tasks like budget preparation and year-end accounts, making this an ideal opportunity for those looking to develop their finance career in a supportive setting.

Benefits

24 days annual leave

Discounts through Perkbox

Employee Assistance Programme

Hybrid and flexible work opportunities

Financial support for personal development

Qualifications

• At least 1 year’s experience within Finance.
• Educated to ‘A’ Level standards (or equivalent) and ideally working towards AAT Level 4 / CIMA Certificate.
• Sound understanding of double entry bookkeeping.

Responsibilities

• Providing administrative and accounting support to Client Accountants.
• Completing weekly ‘open period’ checks and ensuring system updates.
• Preparing year end bank reconciliations.

Skills

Attention to detail

Professional telephone manner

Data input

Double entry bookkeeping

Intermediate computer skills

Education

A Level standards (or equivalent)

AAT Level 4 / CIMA Certificate or QBE

Job description

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Client Support Accountant position at Trinity Estates

Location – Hybrid/Hemel Hempstead, Hertfordshire

Working Hours – 09:00 – 17:15 Monday - Friday

Salary – Competitive

About Trinity Estates

Trinity are one of the largest residential property management companies in England and Wales.

Working with leading house builders across the country, Trinity provides residential management services nationally. Our property professionals are home based and are located locally to the sites they manage. They are fully supported by a comprehensive team in our Hertfordshire head office which comprises, Surveyors, Accountants, Legal professionals, and a large customer support team.

Trinity is part of the Trinity Property Group, an Odevo Group Company.

Benefits

We value and promote a positive work-life balance. Providing a balanced, enjoyable career is important to us, and we work hard to make sure everyone feels a valued part of our organisation. You will receive a competitive salary that will match your skills and experience, as well as the following benefits:

• 24 days annual leave for work-life balance.
• Discounts on shopping and services through Perkbox.
• Employee Assistance Programme for confidential support.
• Hybrid and flexible work opportunities.
• Financial support for personal development.
• Opportunities for career growth.
• Recognition incentives.
• Cycle to Work scheme for a healthy lifestyle.
• Employee Referral Scheme for potential bonuses.
  
  

Job Description

The Client Support Accountant is primarily responsible for providing administrative and accounting support to the Client Accountants.

Key Responsibilities And Tasks Include

• Service Charge Accounts:
• Completing weekly ‘open period’ checks and ensuring the system is up to date
• Preparing year end bank reconciliations
• Checking and uploading balancing charges / credits
• Issuing year end accounts in a timely manner
• Issuing Section 20B notices
• Budgets:
• Preparing standard and pro-rata budgets in accordance with the work planner
• Responding to Property Manager budget queries and highlighting areas of concern
• Accurately reviewing and tidying up budgets in preparation for issuing
• Uploading budgets to Propman and saving relevant documents
• Chasing up any late approvals of budgets
• Other:
• Preparation of quarterly financial reports
• Processing Service Charge Amendments in accordance with the signed request
• Recharge items (including utilities/insurance/other)
• Liaising with internal and external clients to resolve queries in a timely manner
• Professionally dealing with resident phone queries
  
  

Qualifications And Skills

Candidates for this position should have the following skills and qualifications:

• At least 1 years’ experience within Finance
• Ideally educated to ‘A’ Level standards (or equivalent)
• Ideally completed, or working towards AAT Level 4 / CIMA Certificate or QBE
• Experience of data input and general finance administration
• Sound understanding of double entry bookkeeping (payments & accruals)
• Intermediate computer skills (Microsoft packages, data manipulation, VLOOKUP formulas and pivot tables
• Professional telephone manner
• Excellent attention to detail
• Responsible, reliable and approachable
• Ability to stay calm under pressure and prioritise workload
  
  

Application Process

All applicants must be eligible to live and work in the UK without restrictions, and documented evidence of eligibility will be required.

For further information, or to explore more opportunities, you can visit Trinity Estates on LinkedIn or our website . If you have questions or would like more details, you can contact our recruitment team at 020 7702 0701, quoting the reference number .

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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