Finance Client Assistant

SUMMARY:

A well-established, London-based firm specializing in corporate finance, tax, and accounting is seeking a dynamic Finance Client Assistant to support the delivery of accounting and compliance services to a portfolio of clients and to ensure a seamless client experience through accurate processing, reconciliations, and administrative support.

POSITION INFO:

Minimum requirements for the role:

• Must have some type of qualification
• Previous experience within an accounting firm is advantageous
• Previous basic foundation work in accounting is desirable
• Must have strong numeracy skills
• Previous experience using Excel and Xero is preferable but not essential
• Must have strong attention to detail
• Willingness to learn new systems and processes
• Team player with strong interpersonal skills
• Good communicator and articulate
• Self-motivated with the ability to manage workloads and meet deadlines

• Managing the delivery of work to a portfolio of clients.
• Processing purchase invoices.
• Processing sales invoices.
• Reconciling bank accounts.
• Setting up proposed payment runs (without releasing payments).
• Preparing basic VAT returns.
• Assisting with office administration.
• Participating in ad-hoc projects as required.
• Managing client expectations and delivering up-to-date financials on time.
• Communicating directly with clients where required.
• Engaging in CPD and ongoing training.
• Ensuring confidentiality of sensitive client data.
• Working with other team members to meet deadlines.
• Acting in accordance with the business’ values and competency framework.
• Communicating effectively with direct line managers.
• Communicating clearly and concisely with clients.

NB! This job is now closed. You can apply for other jobs by uploading your CV.