Key Purpose
To provide an excellent level of service whilst working with clients across a range of industry sectors, including sole-traders, partnerships, and limited companies. This role will be reporting directly to the management team, and you will be developing your skills, knowledge and professional studies whilst taking an active role in the day-to-day performance of the team.
You will be focused on delivery of work in line with set deadlines and are responsible for ensuring that our clients receive the best possible client experience. You will also utilise and further develop your skills to assist your less experienced colleagues to harness a culture where the team and clients continually thrive.
To be an ambassador of the firm’s values.
Key Objectives
- Inputting expenses, invoices, credit notes and other journals such as sales and Payroll.
- Supplier statement reconciliations.
- Preparing and processing payment runs, liaising with the client through to loading on to the bank.
- Dealing with multiple client and supplier queries via email and telephone.
- Coding invoices to the General Ledger & cost centre.
- Reviewing aged creditors.
- Liaising with auditors for year end.
- Participate and support senior team members.
- Undertaking the work assigned to you in conjunction with relevant training.
- Ask questions of your colleagues and support network to understand knowledge of our systems, processes, and controls.
- Acknowledge all client correspondence in a professional manner.
- Undertake software training in core products.
- Understanding of the Firm’s core hours and responsibilities.
- Understand and complete the AML process for new and existing clients.
- Build confidence in using the communication platforms promoted by the Firm.
- Competently being able to manage your own time in context of work assigned with clear communication of progress to the management team.
- Undertake internal training courses.
- Take an active role in team meetings and discussions.
- Learning to identify opportunities to go the extra mile for clients to exceed their client service expectations.
- Assist with administrative duties as required by the firm.
- Assist fellow colleagues and peers as required by the firm.
Key Skills & Competencies
- Good personal motivation, organisational skills, and the ability to manage your own workload.
- Flexibility and approachability under pressure.
- You must be proactive, tenacious, and always show initiative.
- Good attention to detail and a high degree of accuracy.
- The ability to communicate clearly, and effectively at all levels including ensuring the director is aware of any client issues.
- The ability to work closely with other members of the team and management team.
- A learning mind-set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients.
- Use of the software and communication tools (email, telephone, Teams) to keep colleagues aware of your progress throughout the working day.
- A high level of professionalism to deliver client service excellence.
- The ability to build excellent relationships with all colleagues through role model behaviour in line with the Firm’s culture and strategic objectives.
- The ability to multitask and meet deadlines when required.
- Effective time management.
- To understand when it is necessary to escalate either technical or client experience issues to the director or support specialists.
Key Knowledge & Behaviours
- Planning and organisation.
- Self-motivation.
- Flexibility and adaptability.
- Excellent client service.
- Familiarity with the Firm’s IT systems.
- Familiarity and an understanding of the relevant statutory compliance issues affecting the Firm including, GDPR, Money Laundering and the Health and Safety at Work Act.
- Professional, personable, presentable, and punctual.
- Good technical knowledge of accounts preparation and tax compliance.
- Familiarisation with personal and business tax regulations, plus VAT and PAYE
- A desire to develop good technical knowledge.
- Full driving licence, plus unrestricted access to a car.
- Organised, accurate, and able to plan the use of time efficiently.
- Good interpersonal skills in dealing with both clients, team members and colleagues.
- Good communication skills.
Qualifications
- Working toward AAT Level 3 or qualified by experience.
How to apply
If you have any queries or would like further information about this role, please email info@dgfin.co.
