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Financial Operations Specialist

3 months ago

Bristol, Bristol, United Kingdom Workman LLP Full time
ROLE OVERVIEW

The Financial Operations Specialist is tasked with the daily management of income receipts for a varied portfolio that includes commercial, industrial, and retail properties.

This position necessitates frequent and direct interaction with the accounts department, along with email and phone communications with property managers and tenants, to guarantee the prompt allocation of funds.

You will collaborate closely with the financial operations team and the Property Management departments to deliver exceptional service to our clients.

KEY RESPONSIBILITIES

Establishing and nurturing strong professional relationships with tenants and colleagues across the accounting teams and the broader organization is crucial for your success. Your initiative will be highly valued.

The role involves processing a substantial volume of bank receipts on behalf of our clients.

Additionally, you will support the Treasury Manager by ensuring that all tasks are completed punctually and in alignment with internal and client KPIs, thereby delivering a top-tier service to all Workman clients.

To excel in this position, you will need to demonstrate a keen attention to detail, strong organizational and prioritization skills, effective communication abilities, and a collaborative spirit, along with a commitment to personal growth within your role.

Additional responsibilities include:

  • Maintaining control spreadsheets
  • Managing central email accounts
  • Downloading various bank statements
  • Daily posting of bank receipts
  • Reconciliation of tenant accounts
  • Coordinating with property managers regarding the allocation of bank receipts
  • Resolving tenant and client inquiries
  • Performing banking duties, including internal cash movements and BACS/CHAPS transfers
  • Executing any other tasks necessary for the efficient operation of the accounting department.

Salary Range: £21,000-£25,000

EXPECTATIONS

A proactive, practical, and positive work ethic is essential.

Excellent professional communication skills are required, along with the ability to foster strong working relationships with colleagues across the accounts and wider business.

No formal accounting qualifications are necessary for this role; however, the following skills are essential:

  • Maths & English G.C.S.E 9-4/A-C
  • Strong Numeracy Skills
  • Proficiency in IT & Software, particularly Microsoft Outlook and Microsoft Excel
WHY WORKMAN?
  • Hybrid working model to promote a healthy work-life balance, with a minimum of three days in the office.
  • A full-time contract (35 hours per week) with core hours from 10am to 4pm, allowing for flexible start times.
  • Discretionary annual bonuses and salary reviews.
  • Comprehensive healthcare, life insurance, and wellness programs.
  • Additional holidays for long service, your birthday off, and an extra day between Christmas and New Year.
  • Flexible lifestyle benefits including gym memberships, cycle-to-work schemes, and holiday trading options.
  • Social events throughout the year, including a company-wide Christmas celebration.
  • Generous referral bonuses.
ABOUT WORKMAN LLP

As the UK's premier independent commercial property management specialist, Workman holds a distinguished position within the property sector.

We take pride in our long-standing relationships with numerous clients, some of whom we have partnered with for over 25 years. Our clientele encompasses leading institutional and sector-specialist investors, private property firms, public sector entities, and an increasing number of international investors.

We are committed to the quality of our workforce and the unique skill sets they bring.

For more information about career opportunities at Workman, please visit our website.

EQUAL OPPORTUNITIES

We are an equal opportunities employer, dedicated to recruiting a diverse workforce and adhering to the guidelines of the Equality Act 2010.

This job description does not constitute part of your employment contract, and responsibilities may be adjusted as necessary.