Client Accounts Assistant
| Posting date: | 01 July 2025 |
|---|---|
| Salary: | Not specified |
| Additional salary information: | Competitive |
| Hours: | Full time |
| Closing date: | 31 July 2025 |
| Location: | UK |
| Company: | Carter Jonas |
| Job type: | Contract |
| Job reference: | 816 |
Summary
Job Advert
We are looking for an experienced Client Accounts Assistant to manage financial transactions and reports for client portfolios on
a 12-month fixed term contract. The role will include accounting for a portfolio of clients as well as taking on one-off projects
and assisting others as appropriate. This role is integral to our operations, involving hands-on accounting for a diverse
portfolio of clients, as well as taking on one-off projects and providing assistance to colleagues as needed.
The post holder will be part of team of 7 professionals within the Birmingham office with a range of specialisms and extensive
experience, working closely with our wider team based in Shrewsbury. You will join our hub office in Birmingham where you will
work alongside over 100 professionals across our main divisions which means there are lots of exciting events going on with
various office socials, health & wellbeing and fundraising activities to get involved in.
We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits
allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle
to work scheme and so on!
Main tasks:
* Managing day-to-day operations of clients’ financial transactions
* Performing regular and robust reconciliations of client funds
* Creating payment runs in accordance with strict contract rules and deadlines
* Allocating cash received from tenants
* Responding in a timely and professional manner to both internal and external queries; managing shared inboxes
* Preparation of monthly contract accounts and reports
* Carrying out all administrative and ad hoc duties in connection with the role
What will it take to be successful?
Ideally you will have gained experience in a busy finance environment, within industry or a reputable accountancy practice. You
will have the ability to work both supervised and unsupervised, being able to make decisions effectively and efficiently. You will
need strong communication skills, a professional approach and fantastic time management skills. Previous experience in property is
preferred but not essential. It is crucial to have excellent attention to detail and accuracy, be enthusiastic and pro-active with
strong numeral and written analytical skills. Strong interpersonal skills and a willingness to work closely with other
departments, whilst playing a key role within the contract management team is extremely important. It is also essential you are
fully computer literate with a thorough understanding of MS Office programmes, particularly Excel.
We are looking for an experienced Client Accounts Assistant to manage financial transactions and reports for client portfolios on
a 12-month fixed term contract. The role will include accounting for a portfolio of clients as well as taking on one-off projects
and assisting others as appropriate. This role is integral to our operations, involving hands-on accounting for a diverse
portfolio of clients, as well as taking on one-off projects and providing assistance to colleagues as needed.
The post holder will be part of team of 7 professionals within the Birmingham office with a range of specialisms and extensive
experience, working closely with our wider team based in Shrewsbury. You will join our hub office in Birmingham where you will
work alongside over 100 professionals across our main divisions which means there are lots of exciting events going on with
various office socials, health & wellbeing and fundraising activities to get involved in.
We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits
allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle
to work scheme and so on!
Main tasks:
* Managing day-to-day operations of clients’ financial transactions
* Performing regular and robust reconciliations of client funds
* Creating payment runs in accordance with strict contract rules and deadlines
* Allocating cash received from tenants
* Responding in a timely and professional manner to both internal and external queries; managing shared inboxes
* Preparation of monthly contract accounts and reports
* Carrying out all administrative and ad hoc duties in connection with the role
What will it take to be successful?
Ideally you will have gained experience in a busy finance environment, within industry or a reputable accountancy practice. You
will have the ability to work both supervised and unsupervised, being able to make decisions effectively and efficiently. You will
need strong communication skills, a professional approach and fantastic time management skills. Previous experience in property is
preferred but not essential. It is crucial to have excellent attention to detail and accuracy, be enthusiastic and pro-active with
strong numeral and written analytical skills. Strong interpersonal skills and a willingness to work closely with other
departments, whilst playing a key role within the contract management team is extremely important. It is also essential you are
fully computer literate with a thorough understanding of MS Office programmes, particularly Excel.
Proud member of the Disability Confident employer scheme
Disability Confident
About Disability Confident
A Disability Confident employer will generally offer an interview to any applicant that declares they have a disability and meets the minimum criteria for the job as defined by the employer. It is important to note that in certain recruitment situations such as high-volume, seasonal and high-peak times, the employer may wish to limit the overall numbers of interviews offered to both disabled people and non-disabled people. For more details please go to Disability Confident.