At a Glance
- Tasks: Manage financial transactions and support a diverse portfolio of clients in property management.
- Company: Reputable professional services firm with a collaborative and supportive culture.
- Benefits: Competitive salary, flexible benefits, hybrid working, and opportunities for personal development.
- Other info: Flexible working arrangements and a chance to grow your career in a supportive environment.
- Why this job: Join a dynamic team and gain hands-on experience in finance while making a real impact.
- Qualifications: Experience in client accounts or finance roles; AAT qualification preferred but not essential.
The predicted salary is between 30000 - 40000 £ per year.
A well-regarded professional services firm is looking for a Client Accounts Assistant to join its busy Client Accounting team in Birmingham on a hybrid basis. This is a hands-on role at the heart of a multi-disciplinary finance function, supporting a broad portfolio of managed property clients across the rural, residential, and living sectors. The team is a mix of professional and non-professional accountants covering the full finance cycle — client reporting, AP, AR, bank reconciliation, and systems management. You will carry your own client portfolio while collaborating closely with colleagues and taking on ad hoc projects as the business requires.
What You'll Be Doing
- Managing the day-to-day financial transactions for a portfolio of managed clients, ensuring compliance with industry regulations.
- Performing regular reconciliations of client ledgers and bank accounts.
- Raising ad hoc charges and invoices; allocating cash received from tenants.
- Reconciling receipts against charges raised and undertaking credit control, with debtor reporting.
- Recording and processing supplier invoices and managing client funds through the weekly payment cycle.
- Producing income and expenditure reports from TRAMPS and assisting with interpretation and application.
- Preparing and reconciling budgets and cashflows.
- Responding promptly and professionally to internal and external queries, including managing shared inboxes.
- Supporting payroll processing and contributing to one-off projects as required.
What We're Looking For
- Proven experience in a client accounts, bookkeeping, or finance assistant role — AAT qualified is preferred, but strong practical experience will be equally considered.
- Solid numeracy and attention to detail, with a methodical and organised approach to workload.
- Competent user of accounting software and general IT; experience with TRAMPS or similar property management systems is advantageous.
- Good written and verbal communication skills, with the ability to liaise confidently with clients and colleagues.
- Able to work independently and manage your own portfolio, as well as contribute as part of a wider team.
- Payroll experience is a bonus but not essential — full training will be provided to the right candidate.
- A background in property management or agricultural finance is helpful but not required.
What's on Offer
- A competitive salary commensurate with experience.
- A flexible benefits package including the option to purchase additional leave, health cash plan, and cycle to work scheme.
- Hybrid working from day one.
- A supportive, collaborative team with real opportunities to develop.
Client Accounts Assistant in Birmingham employer: Joshua Robert Recruitment
Join a well-regarded professional services firm in Birmingham as a Client Accounts Assistant, where you will be part of a dynamic and supportive team dedicated to delivering exceptional client service. Enjoy a flexible benefits package, hybrid working from day one, and ample opportunities for personal and professional growth within a collaborative environment that values your contributions. This role not only offers competitive remuneration but also the chance to work with a diverse portfolio of clients, making it an ideal place for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Accounts Assistant in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and property management sectors. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their client portfolio and recent projects. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to build your confidence. Focus on articulating your experience in client accounts and how it aligns with the role. The more comfortable you are, the better you'll perform!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you that Client Accounts Assistant role!
We think you need these skills to ace Client Accounts Assistant in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your client accounts or bookkeeping experience, and don’t forget to mention any relevant software you’ve used, like TRAMPS!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Client Accounts Assistant role. Share specific examples of how you've managed financial transactions or reconciled accounts in the past.
Show Off Your Attention to Detail:In finance, details matter! When writing your application, double-check for typos and ensure your formatting is consistent. This shows us that you take pride in your work and understand the importance of accuracy.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process!
How to prepare for a job interview at Joshua Robert Recruitment
✨Know Your Numbers
As a Client Accounts Assistant, you'll be dealing with financial transactions and reconciliations. Brush up on your numeracy skills and be prepared to discuss how you've managed client accounts in the past. Bring examples of reports or reconciliations you've worked on to showcase your attention to detail.
✨Familiarise Yourself with TRAMPS
If you have experience with TRAMPS or similar property management systems, make sure to highlight it during the interview. If not, do a bit of research on the software and its functionalities. Showing that you're proactive about learning can really impress the interviewers.
✨Communication is Key
You'll need to liaise with clients and colleagues regularly, so practice articulating your thoughts clearly. Think of scenarios where you've successfully resolved queries or collaborated on projects. Being able to demonstrate good communication skills will set you apart.
✨Show Your Team Spirit
While you'll manage your own portfolio, teamwork is essential in this role. Be ready to discuss how you've contributed to team projects in the past. Highlighting your ability to work independently while also being a supportive team member will resonate well with the interviewers.
