Family Office Senior Finance Assistant

West Wycombe Estate; High Wycombe; On-site; GBP 30,000 - 40,000; Full time

Job summary

A property management company in High Wycombe is seeking an experienced office administrator with strong accounting skills. The role includes managing inboxes, processing invoices, and overseeing payroll. Candidates should have at least 5 years of experience, familiarity with Xero, and strong Excel skills. Effective communication and organizational abilities are essential for ensuring operational efficiency in the office.

Qualifications

• Experience managing inboxes and accounts receivable.
• Involvement in processing purchase invoices and sales invoices.
• Strong understanding of payroll and month-end processes.

Responsibilities

• Manage inbox and supplier/client ledgers.
• Oversee processing of invoices.
• Ensure timely completion of month-end processes.

Skills

Experience in using Xero

Discreet & trustworthy

Minimum of 5 years’ experience

Intermediate to advanced level of Excel skills

Proficient in working independently

Ability to muck in to other parts of the business

Familiarity with accounting processes and protocols

Strong organisational skills

Excellent time management abilities

Effective communication skills

Job description

This role is in the West Wycombe Estate office and involves the below duties:

• Management of your Inbox and an accounts receivable Inbox
• Maintenance of supplier and client ledgers to ensure best practices are being followed
• Oversee the processing of purchase invoices per month onto the accounting system, ensuring that entity, currency, account codes, project numbers, discounts, and payment terms etc are correct
• Raise sales invoices and perform credit control to ensure prompt payment
• Respond to questions and makes calls regarding supplier and client invoicing problems; act as a liaison between tenants and suppliers/ contractors where appropriate
• Ensuring the smooth operation of weekly payment runs and their thorough checking and approval.
• General Office management, dealing with calls, inquiries, callers, deliveries etc.
• Daily bank postings
• Payroll
• Ensure accurate and timely completion of month‑end close processes including VAT
• Assisting with audit requests and providing necessary documentation and support.
• New Vendor and Client creation process - Contact details, company registration and VAT validation
• Take ownerships for your own personal & professional development and lead the discussion on what is needed
• Take on extra responsibility as and when required
• Champion best practices by introducing new processes and procedures

Skills and experience required:

• Experience in using Xero etc
• Discreet & trustworthy
• Minimum of 5 years’ experience
• Intermediate to advanced level of Excel skills
• Proficient in working independently
• Ability to muck in to other parts of the business
• Familiarity with accounting processes and protocols.
• Possesses strong organisational skills and excellent time management abilities.
• Capable of working under pressure, meeting targets, and adhering to deadlines.
• Effective communication skills.