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Client Support Accountant

2 months ago

Hemel Hempstead, United Kingdom Trinity Estates Full time

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:

The company offers various benefits, including:

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