Overall objective:
An exciting opportunity has arisen for a part-time accounts assistant to join one of the leading independent estate agents and chartered surveyors operating within the West Yorkshire region.
You will assist in the financial accounts management of the residential property management department. You will be responsible for assisting in the efficient running of all residential management accounts, including, but not limited to consulting with clients, internal and external stakeholders, contractors and tenants regarding tenancy payments, supplier invoicing, accounts queries, producing statements and chasing arrears.
Package:
£13.50 per hour
25 Days Annual leave plus Bank holidays (pro-rata)
Bonus Holiday days over Christmas
Long service benefits every 5 years
Birthday Holiday
Volunteering Day
Enhanced Maternity/Paternity Pay
Discounted Estate Agency Fees
Seasonal Employee Events
Hours:
9:30am – 3:00pm, 3 days a week (to be agreed)
Location:
Working from our WS Residential offices located at 110 Commercial Street, Brighouse, West Yorkshire, HD6 1AQ.
Key Responsibilities and Duties:

• Ensure you adhere to processes and procedures in line with data protection and Anti-money laundering requirements.
• Processing all Contractor invoices in a timely manner
• Maintaining and updating specialist CRM databases to include maintaining a supplier contractor list, managing works orders and payments within set timescales and undertaking a dual authorisation process with property managers.
• Maintaining copies of supplier PL insurance cover & updating as/when required, also obtaining relevant certificates and industry kitemarks
• Setting up tenancy charges following tenancy commencements, processing tenant deposits & registering with an approved Government scheme.
• Updating tenancy charges at rent reviews & serving relevant legal notices where required as instructed by property managers
• Finalising tenancies, handling deposit deductions and rental accounts
• Taking card payments in person or over the telephone for rental receipts or supplier payments. Reporting these and processing following internal procedures.
• Receipting and banking cash payments following company protocol in a timely manner
• Assisting in Rent Guarantee claims processes reporting key legal documents and creating schedules for legal processionary claims
• Assisting in cover for the Rental Accounts Manager during holiday periods undertaking tasks to include but not limited to; processing incoming payments daily, actioning landlord payments where required and producing client statements, carrying out bank reconciliations, and assisting with general accounts queries to the wider department
• Assisting in undertaking annual HMRC Section 23 reporting when required
• Assisting in credit control and arrears chases for supplier payments, and tenant rental accounts where required
• Assisting in raising invoices to clients and chasing nonpayment where required
• Providing updates as and when required to direct line management and Directors
• Assist the residential management team as and when required in any accounts related queries.
• Assist in the integration of property management portfolios to bring inline with our inhouse management and accounting practices.

Key Skills:

• Excellent attention to detail with an ability to identify errors.
• Good organisational and time-management abilities to ensure you meet required deadlines.
• Strong numerical skills & a background in accounts.
• Good verbal and written communication skills.
• Be confident in managing full accounts processes.
• Show willingness to grow and develop into the role.
• Self-motivated and able to use initiative to approach challenges.
• Have a flexible approach to day-to-day tasks.
• Strong understanding of Excel and other Microsoft Office applications.
• Desirable to have experience in accounts management CRM systems but not essential. Full training will be provided.
• Gain knowledge of any accounting software required as part of any future acquisitions.

Other:
Any other duties as required.
Achieve and maintain an exceptional level of customer service and always promote exemplary customer care standards.
Compliance:
Be fully conversant with the company’s compliance policies and procedures and ensure full compliance with those relevant to the role.
Transparency, commission disclosure and conflicts of interest:

• Treating Customers Fairly (TCF)
• General conduct of business and our regulators
• Complaints
• Training and Competence

Ensure all relevant business activities fully comply with professional standards, regulation, and company procedures. Use checklists and support documentation as provided by the company to assist with demonstrating compliance.
Conduct learning, training, and assessment exercises in accordance with the individual Training & Competence (T&C) programme applicable to you. Identify further areas for own development as required.
Promote and embed a TCF culture in all respective business areas.
Ensure compliance with all other applicable legislation, including but not limited to, The Bribery Act 2010, The Data Protection Act 2018, and so on. Also, to ensure that all company practices and procedures are followed and adhered to as they may apply from time to time.
Security
Ensure full adherence to the company’s Data Security Policy.
Assume personal responsibility for personal data (client and employee) you control/manage, to ensure it is securely held and effectively used in accordance with the principles of the General Data Protection Regulation (GDPR) and the Data Protection Act 2018.
Report any potential breaches, including weaknesses in current systems, to a director.
This job description may be reviewed and subsequently amended to better reflect any changes in the role.
Job Type: Part-time
Pay: £13.50 per hour
Expected hours: 16.5 per week
Benefits:

• Additional leave
• Employee discount
• Enhanced maternity leave
• Enhanced paternity leave

Schedule:

• No weekends

Experience:

• Accounts: 1 year (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person
Reference ID: Part Time Resi Accounts