Accounts Assistant
Working as an Accounts Assistant at Move Estate Agents means working within a profitable company and a well-organised department providing an effective, efficient and professional service. The role includes, but is not limited to, working with our Estate Agent package, STREET for the client account and Xero for the Business Accounts (training provided).
The primary duty for this role is to ensure all accounts are kept up to date and accurate, through receiving and reconciling payments, keeping on top of outstanding monies and finance reporting. You will work closely with other staff members across the company, including management teams, supporting finance-related tasks. Aiding preparation for management accounting will form a large part of your diary, ensuring all tasks are completed in the lead-up to the monthly payment runs.
As an Estate Agent we also have a legal obligations to ensure our client money is held safely, securely and account balances reconcile with software records, we also have responsibility to ensure client income is recorded correctly for tax purposes.
Accountability for:
- Ensuring daily accounting records are correct and balances are reconciled in both the client and business accounts.
- Chasing of monies owed, including tenancy rental arrears and outstanding balances on landlord accounts
- Clients’ account queries - dealing with these in an informative and professional manner – accurate recording in Expert Agent will support such queries.
- Ensuring client income information provided to HMRC is accurate and compliant, including the notifying of non-resident landlords.
- Ensuring clients and contractors are paid correctly.
- Aiding the Making Tax Digital report, and analysing the data
- Ensuring that business accounts are up to date and accurate across the branches for the purposes of tax recording and assisting with business strategies for company growth.
- Producing accounts reports such as profit and loss, reconciling items, and outstanding invoices/bills. Accounts assistants also work closely with the company accountants to prepare accounts for quarterly VAT returns and End of Year accounts.
- Ensuring staff personal details and pay is recorded correctly for salary payments.
- Accountability for your own tasks and the general day-to-day running of the department.
- Implementing new processes and strategies and continual improvement.
Skills and experience required to be a successful Accounts Assistant
- Accurate data handling: Attention to detail when recording all figures to ensure the smooth running and correct record-making of the business.
- Problem-Solving: There are regular occasions where accounts assistants need the ability to be analytical of the data held on account to answer queries from across the company.
- Good communication skills: discussions with clients regarding their money, it is therefore important to be both knowledgeable and factual with information provided. It is also important to ensure colleagues understand the information given to them from the accounts department so the relay of information is correct.
- Computer literacy: this must include at least; MS Office, internet, and email systems. It is an advantage to have an understanding of Xero and be quick to understand new systems.
- The ability to work independently with good time management: The accounts team have a number of daily, weekly and monthly tasks that need to be carried out in a timely manner, accounts assistants need to understand how to prioritise these. In addition to this there will be requests for additional tasks which must be time self-managed amongst these regular tasks.
- Able to work under pressure: Month-end/beginning procedures are time-pressured and therefore having a positive attitude to complete tasks in a timely manner is imperative.
- Experience: Ideally you will have a year’s experience in an accounts role and have an understanding of how money moves through the business and the records that are required to remain compliant.
General Roles & Responsibilities
- Attend and be involved in company meetings.
- Ensure companywide standards, processes and procedures are upheld.
- Maintain the Staff standards for appearance, attitudes, and behaviours
- Ensure you achieve/exceed your personal and company targets
- Follow and partake in training and development
- Perform to a high standard in all aspects of your work
- Deliver targets
- Deliver Quality Standard
- Compliance checking/ensuring legalities & company processes are correctly adhered to
- Being involved in the continual development of the branch and company.
Staff Benefits-
- 30 days annual leave, including bank holidays, with additional days earned for years of service.
- Your Birthday off
- An additional day of annual leave for length of service, one day per year served
- Longevity of service rewards/Bonus
- Corporate team building day
- Mortgage brokerage service paid for by Move*
- Mental Health Support
- Additional gifted annual leave during the month of your wedding
- Enhanced Parental Leave
- Work mobile phones & Laptop
- Competitive salary with uncapped commission and bonus structure.
- Ongoing professional development with regular company training.
- Industry qualifications and membership fees paid for
- Clear progression paths for career development
- Cycle to work scheme
- Pension
- Company events.
Salary £26,000-£29,000 Per Annum DOE
Monday 8.30 - 17.30 (can be flexible)
- Department
- Finance
- Locations
- Cheltenham
About Move Property Sales & Lettings
At Move Sales & Lettings we have a new and fresh approach and are constantly challenging the traditional methods used by estate agents. Our objective is to improve the way in which our industry has operated for many years. Estate Agency has remained largely unchanged in the UK for decades and we believe both Vendors and Landlords deserve better.
Our goal is to build a reputation for outstanding customer service. We aim to make selling or letting your property stress and hassle free with our dynamic and clean cut approach. We look to build long term relationships with all of our clients and grow the company through a great reputation for customer care and satisfaction. We have 3 main offices based in Cheltenham, Gloucester and Worcester.
Accounts Assistant
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