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- Tasks: Manage client financial transactions and reports while assisting with various projects.
- Company: Join a dynamic team in Birmingham, part of a larger network of over 100 professionals.
- Benefits: Enjoy flexible benefits, including extra leave, health plans, and a cycle to work scheme.
- Why this job: Be part of an engaging culture with exciting events and opportunities for personal growth.
- Qualifications: Experience in finance is preferred; strong communication and time management skills are essential.
- Other info: This is a 12-month fixed term contract with a supportive team environment.
The predicted salary is between 28800 - 43200 £ per year.
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.
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Client Accounts Assistant employer: Carter Jonas
Contact Detail:
Carter Jonas Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Accounts Assistant
✨Tip Number 1
Familiarise yourself with the specific financial software and tools commonly used in client account management. Being able to demonstrate your proficiency in these systems during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the finance and accounting sectors, especially those who have experience in property management. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare to discuss your previous experiences in managing financial transactions and reconciliations. Be ready to provide examples of how you've handled challenges in a busy finance environment, showcasing your problem-solving skills.
✨Tip Number 4
Research StudySmarter's company culture and values. Understanding our approach to teamwork and client relations will help you align your responses during the interview, demonstrating that you're a good fit for our team.
We think you need these skills to ace Client Accounts Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in finance and accounting. Emphasise any roles where you've managed financial transactions or worked with client portfolios, as this is crucial for the Client Accounts Assistant position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific skills that align with the job description, such as attention to detail, time management, and communication skills. Use examples from your past experiences to illustrate your points.
Highlight Relevant Skills: In your application, be sure to highlight your proficiency in MS Office, particularly Excel, as well as any experience you have in property management or similar fields. This will demonstrate your readiness for the tasks outlined in the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for the role of Client Accounts Assistant.
How to prepare for a job interview at Carter Jonas
✨Showcase Your Financial Acumen
Be prepared to discuss your experience in managing financial transactions and reports. Highlight specific examples from your previous roles where you successfully handled client accounts or reconciliations, as this will demonstrate your capability for the role.
✨Demonstrate Attention to Detail
Since accuracy is crucial in this position, be ready to provide examples of how you've ensured precision in your work. You might mention any processes you follow to double-check your work or how you handle discrepancies.
✨Exhibit Strong Communication Skills
Prepare to discuss how you manage internal and external queries effectively. Think of instances where your communication skills helped resolve issues or improved team collaboration, as this will show your ability to work well within a team.
✨Familiarise Yourself with MS Office, Especially Excel
Since the role requires strong computer literacy, particularly in Excel, brush up on your skills. Be ready to talk about how you've used Excel in past roles, such as creating reports or managing data, to illustrate your proficiency.
