Client Accounts Assistant
28000 Annual
- Process invoices related to property maintenance, utilities, contractors, and other expenses.
- Prepare payment runs, ensuring timely payments to suppliers/contractors
- Reconcile supplier statements and resolve any discrepancies
- Raise invoices for property rental income, service charges, and other fees
- To monitor tenant payment schedules and follow up on overdue payments
- Assist in the reconciliation of tenant accounts and manage any related queries
- Bank reconciliations to ensure the accuracy of financial records
- Maintain accurate financial records for all properties, including expense tracking, tenant accounts, and revenue streams
- To provide administrative support as needed
- Handle tenant inquiries regarding their accounts and financial transactions
- Liaise with clients regarding their properties
- Ideally part or Full AAT qualification
- Someone who has proven accounts experience
- Experience of working with client accounts, managing client money is essential, so a legal or property management, accountancy practice, insurance, pension providers, or similar background is essential
- Strong customer service focused
- Highly detail-conscious
- Proven experience with accounts software such as Xero
- Team player