Job Description
My client, a chartered surveyors in Exeter, are seeking an Administrator/Accounts Assistant to join their firm. You will play a crucial role in supporting their team and ensuring the smooth operation of their office. Your responsibilities will include:
Client Accounts (current software being used is Xero):
- Opening, closing and updating client accounts.
- Raising and posting invoices and credits.
- Sending statements and notifying clients of overdue accounts.
- Dealing with account enquiries.
- Reconciling accounts.
- Submission of accounts to external book keeper and liaising in relation to these.
Document Production:
- Prepare accurate, timely and professionally presented documents.
- Assist with drafting correspondence, contracts and reports.
- Updating and managing spreadsheets.
Client Communication:
- Handle telephone communication with clients, accurately recording messages and providing assistance where possible.
- Maintain a professional and helpful demeanour when interacting with clients.
Diary Management:
- Efficiently manage schedules and appointments for professionals.
- Coordinate meetings, arrange Zoom/Tea calls and other important events.
Administrative Tasks:
- Assist with general administrative duties, including filing, record-keeping and data entry.
- Ensure the efficient upkeep of all databases and filing systems.
File Management:
- Assist in opening and closing files.
- Organise and maintain client files, ensuring proper documentation and confidentiality.
Qualifications and Skills
- Education: AAT or other accounts qualification is desirable
- Experience: Previous experience working within an accounts role/department is desirable OR knowledge of accounting systems from previous administration or similar roles i.e. Xero, Sage, QuickBooks etc.
- Attention to Detail: Accuracy and precision in document preparation and administrative and accounts tasks.
- Communication Skills: Effective verbal and written communication.
- Organisational Skills: Ability to manage multiple tasks and deadlines.
- Confidentiality: Handle sensitive information with discretion.
They welcome enthusiastic individuals who are eager to learn and grow within their dynamic environment. If you're ready to embark on a rewarding career as an Administrator/Accounts Assistant, they encourage you to apply!
Please note that this job description is a general outline, and specific duties may vary based on the needs of the firm.