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Senior client accounts assistant

Peterborough
Carter Jonas
Accounts assistant
Posted: 16h ago
Offer description

Overview

This job is brought to you by Jobs/Redefined, the UKs leading over-50s age inclusive jobs board.

We are looking for an experienced Client Accounts Assistant to join our team to handle the accounts of one of Carter Jonas prestigious clients. The role is based at our Peterborough office on a hybrid basis. As a Senior Client Accounts Assistant, you will use your experience to ensure that we are providing the best possible service to our clients.

The post holder will join a small team within our multi service office in Peterborough, alongside the IT and HR teams. In addition, we are a sociable office with a variety of different activities for individuals to get involved in, including summer socials and volunteering activities.

We offer a highly competitive salary package which includes a fantastic benefits package including a variety of flexible benefits allowing you to choose those that suit your personal circumstances including purchasing additional leave, health cash plans, cycle to work scheme and so on! In addition, we welcome applications from those seeking flexible or agile working arrangements and can be discussed at the application stage.


Main Tasks

* Preparing monthly reports for the client, providing detailed information on each debt, and providing further feedback to any queries raised by the client
* Engaging with tenants who are in arrears
* Running weekly reports to check and chase any CJ fee invoices as necessary
* Taken Debit Card payments via phone
* Updating Rental Data base - updating lease information, Rent Reviews and terminating Leases
* Managing incoming calls and emails and redirecting where appropriate
* Assisting with client and tenant engagement
* Assisting with general client reporting
* Processing the monthly rent run
* Downloading Bank Statement and updating Computer System with Tenant Receipts
* Monthly Bank reconciliation
* Transferring weekly payments received to TCE main account
* Preparing Reports for Monthly and Quarterly Meetings


What will it take to be successful?

The successful candidate will have excellent communication skills, conduct their work in a professional manner and be comfortable with multi-tasking and working under pressure to meet deadlines. You will have experience working within an accounts receivable and account payable role or in a similar role. Experience with credit control is desirable, but not essential. A good working knowledge of Microsoft office packages, including Excel is essential for this role.


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