Client Support Accountant

Trinity Estates; Oxford; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated Client Support Accountant for a 12-month fixed-term contract. This role involves providing essential administrative and accounting support to Client Accountants, ensuring accurate financial reporting, and managing service charge accounts. With a focus on detail and efficiency, you will prepare budgets, conduct reconciliations, and liaise with clients to resolve queries. The position offers a hybrid working model, allowing for flexibility while being part of a supportive team. If you have a passion for finance and a drive for excellence, this opportunity could be the perfect fit for you.

Benefits

24 days annual leave

Discounts on shopping and services

Employee Assistance Programme

Hybrid work opportunities

Financial support for personal development

Career growth opportunities

Recognition incentives

Cycle to Work scheme

Employee Referral Scheme

Qualifications

• 1+ years of experience in finance is essential.
• AAT Level 4 or CIMA Certificate preferred but not required.

Responsibilities

• Provide administrative and accounting support to Client Accountants.
• Prepare budgets and financial reports while ensuring accuracy.

Skills

Finance Experience

A Level Education

AAT Level 4 / CIMA Certificate

Data Input

Double Entry Bookkeeping

Microsoft Office Skills

Professional Telephone Manner

Attention to Detail

Ability to Prioritize Workload

Education

A Level Standards

AAT Level 4 / CIMA Certificate

Tools

Microsoft Excel

Propman

Job description

Ref

20443

Location

Head Office - Trinity Estates - Vantage Point, 23 Mark Road, Hemel Hempstead, Herts, HP2 7DN

Working pattern

Monday to Friday 0900 - 1715

Salary

Competitive

Closing date

17/12/2024

Description

Client Support Accountant position at Trinity Estates (12 month Fixed Term Contract)

Location – Hybrid/Hemel Hempstead, Hertfordshire

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

Salary – Competitive

About Trinity Estates:

Trinity is 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:

The company offers various benefits, including:

• 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 #LI-EJ1.