Dewislen

Client Accounts Assistant

Manylion swydd
Dyddiad hysbysebu: 01 Gorffennaf 2025
Cyflog: Heb ei nodi
Gwybodaeth ychwanegol am y cyflog: Competitive
Oriau: Llawn Amser
Dyddiad cau: 31 Gorffennaf 2025
Lleoliad: UK
Cwmni: Carter Jonas
Math o swydd: Cytundeb
Cyfeirnod swydd: 816

Gwneud cais am y swydd hon

Crynodeb

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.

Aelod balch o'r cynllun cyflogwyr Hyderus o ran Anabledd

Hyderus o ran Anabledd
Yn gyffredinol, bydd cyflogwr Hyderus o ran Anabledd yn cynnig cyfweliad i unrhyw ymgeisydd sy'n datgan eu bod yn anabl ac yn bodloni'r meini prawf lleiaf ar gyfer y swydd fel y diffinnir gan y cyflogwr. Mae'n bwysig nodi, mewn rhai sefyllfaoedd recriwtio fel nifer fawr o ymgeiswyr, cyfnod tymhorol ac amseroedd prysur iawn, efallai y bydd y cyflogwr am gyfyngu ar y niferoedd cyffredinol o gyfweliadau a gynigir i bobl anabl a phobl nad ydynt yn anabl. Am fwy o fanylion ewch i Hyderus o ran Anabledd.

Gwneud cais am y swydd hon