Financial Services Professional

2 weeks ago

Edinburgh, Edinburgh, United Kingdom JTC Group Full time

About the Role

We are seeking a highly skilled Financial Services Professional to join our multi-jurisdictional team at JTC Group. As a key member of our team, you will be responsible for delivering accountancy services to a large portfolio of private client structures/entities.

Key Responsibilities

  • Maintain accurate information in key systems, including bank statements, transactions, bookkeeping, and financial records for a portfolio of clients.
  • Manual entry of bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
  • Prepare information for clients, which may include portfolio information, bookkeeping, trial balances, or financial statements and/or liquidation accounts.
  • Utilize strong IT skills, with working experience of Excel essential.
  • 2-3 years' experience and either studying or willing to study for accounting or bookkeeping qualification.

Requirements

  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Proficiency in Microsoft Office, particularly Excel.
  • Accounting or bookkeeping qualification or willingness to study for one.

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