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Accounts Assistant

  • Ref: KR-SCV57478
  • Salford
  • Posted: 2 weeks ago
  • Salary Expectation: £22,000

Availability/Notice Period: Immediately available

Education

  • 2020 – AAT, Level 3 – 2 papers left
  • 2019 – BSc – Planning and Real Estate
  • 2015 – Business Studies, History
  • 2013 – 10 GCSEs (A*- C)

IT Systems

  • Microsoft Office software (Data entry, reports)
  • Excel – Intermediate used for Bank Reconciliations / Invoice Requests and Cash Flow / Tax Returns
  • SAGE
  • CCH

Career Summary

Most Recent Employer – Planning Advisor

Position – Accounts Assistant

Dates – 2019 – August 2021

  • Reported to a Finance Manager – worked as part of a team across a range of Financial Accounting tasks
  • Worked as part of a team across c 4,000 Clients with Investments / Bonds / Client Accounts and Investments
  • Purchase Ledger – worked to process Payments to Utility Suppliers / make Payments to HMRC and Accountants / Care Homes etc.
  • Sales Ledger – preparation of Client Invoices for Services
  • Credit Control by Telephone / Letter and Email – extensive Query Management and Resolution of issues that are preventing Payment
  • Allocation of Payments and Taking Payments over the Telephone – Reconciliation and preparation for Banking
  • Preparation of Sales and Purchase Ledger for Month End/sales ledger
  • Works to build and maintain strong Client relationships
  • Responsible for registering Clients Trust for Tax Returns
  • Responsible for strong Accounting and Administration of Policies and Procedures across Client Funds
  • Worked closely with Surveyors and Conveyancers when selling Client Properties within Trust
  • Petty Cash handling and Reconciliation
  • Training on drafting TR1s and DOAs
  • Ad hoc duties

 

Reason for Leaving; made redundant

 

Previous Employer – Lettings Business

Position – Part-time Lettings Assistant

Dates – 2019

 

  • Sat at the receptionist desk and greeted and signed clients in
  • Adhering to company health and safety policies
  • Advising clients about the letting process
  • Conducting viewings on the site
  • Liaising with customers
  • Dealing with general enquiries from current and future clients
  • Managing the facility during its use

 

 

Previous Employer – Bar

Position – Bartender

Dates – 2018 – 2019

 

 

Previous Employer – Bar

Position – Bartender

Dates – 2017 – 2018