Client Support Accountant

Description

Client Support Accountant position at Trinity Estates

Location – Hybrid/Hemel Hempstead, Hertfordshire

Working Hours – 09:00 – 17:15 Monday - Friday

Salary – Competitive

About Trinity Estates:

Trinity are one of the largest residential property management companies in England and Wales.

Working with leading house builders across the country, Trinity provides residential management services nationally. Our property professionals are home based and are located locally to the sites they manage. They are fully supported by a comprehensive team in our Hertfordshire head office which comprises, Surveyors, Accountants, Legal professionals, and a large customer support team.

Trinity is part of the Trinity Property Group, an Odevo Group Company.

Benefits:

We value and promote a positive work-life balance. Providing a balanced, enjoyable career is important to us, and we work hard to make sure everyone feels a valued part of our organisation. You will receive a competitive salary that will match your skills and experience, as well as the following benefits:

24 days annual leave for work-life balance.

Discounts on shopping and services through Perkbox.

Employee Assistance Programme for confidential support.

Hybrid and flexible work opportunities.

Financial support for personal development.

Opportunities for career growth.

Recognition incentives.

Cycle to Work scheme for a healthy lifestyle.

Employee Referral Scheme for potential bonuses.

Job Description:

The Client Support Accountant is primarily responsible for providing administrative and accounting support to the Client Accountants.

Key responsibilities and tasks include:

Service Charge Accounts:

Completing weekly ‘open period’ checks and ensuring the system is up to date

Preparing year end bank reconciliations

Checking and uploading balancing charges / credits

Issuing year end accounts in a timely manner

Issuing Section 20B notices

Budgets:

Preparing standard and pro-rata budgets in accordance with the work planner

Responding to Property Manager budget queries and highlighting areas of concern

Accurately reviewing and tidying up budgets in preparation for issuing

Uploading budgets to Propman and saving relevant documents

Chasing up any late approvals of budgets

Other:

Preparation of quarterly financial reports

Processing Service Charge Amendments in accordance with the signed request

Recharge items (including utilities/insurance/other)

Liaising with internal and external clients to resolve queries in a timely manner

Professionally dealing with resident phone queries

Qualifications and Skills:

Candidates for this position should have the following skills and qualifications:

At least 1 years’ experience within Finance

Ideally educated to ‘A’ Level standards (or equivalent)

Ideally completed, or working towards AAT Level 4 / CIMA Certificate or QBE

Experience of data input and general finance administration

Sound understanding of double entry bookkeeping (payments & accruals)

Intermediate computer skills (Microsoft packages, data manipulation, VLOOKUP formulas and pivot tables

Professional telephone manner

Excellent attention to detail

Responsible, reliable and approachable

Ability to stay calm under pressure and prioritise workload

Application Process:

All applicants must be eligible to live and work in the UK without restrictions, and documented evidence of eligibility will be required.

For further information, or to explore more opportunities, you can visit Trinity Estates on

Ad ID: 5416999939