Job Description:

Job information Accountant & Office Assistant from the Company Forest Financial Planning, this latest Accountant & Office Assistant job vacancy is located in the city Southampton located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Accountant field have been opened and published up to the specified time.

Job Responsibility:

Job Overview

The Junior Accounts and Office Assistant will play a crucial role in supporting our continued growth, taking on finance tasks and light administration tasks away from the advisers to enable them to spend more time with clients. This position could be entry-level, ideal for someone looking to start their career in financial services.

Key Responsibilities:

Accounts Duties:

- Daily reconciliation of the company bank account using Xero accounting software.

- Raising, issuing and managing client invoices, including chasing payments if needed and confirming receipt of funds.

- Managing adviser expense claims.

- Processing and settling provider invoices.

- Run monthly management accounts.

- Reconcile fees within our bank office system, Intelliflo.

- Help with the payroll process, ensuring all data is accurately recorded.

Administrative Duties:

- Handle incoming calls and emails, directing them to the appropriate team members.

- Opening and scanning incoming post.

- Preparing and sending outgoing post.

- Liaise with the office provider to book meeting rooms

- Setting up online meetings for clients and advisers.

- Maintain office supplies and place orders when necessary.

- Assist in organizing company events and functions.

Requirements:

Education and Experience:

- Previous experience in a similar role is advantageous, but not essential.

- Basic understanding of accounting principles and financial processes.

- Familiarity with Xero accounting software is preferred but not essential.

Skills and Competencies:

- Strong attention to detail and accuracy.

- Excellent organisational and time management skills.

- Proficient in Microsoft Office Suite (Excel, Word, Outlook).

- Good communication skills, both written and verbal.

- Ability to work independently and as part of a team.

- Willingness to learn and adapt to new tasks.

Personal Attributes:

- Enthusiastic and proactive.

- High level of integrity and professionalism.

- Ability to handle confidential information with discretion.

Benefits:

- Competitive salary with annual performance reviews.

- Comprehensive training and development opportunities.

- Pension scheme.

- 25 days of annual leave plus bank holidays.

- Employee wellness programs.

- Group Life Assurance

- Group Income Protection

- Private Medical Insurance

Job Types: Full-time, Part-time

Pay: £21,000.00-£25,000.00 per year

Expected hours: 20 - 35 per week

Benefits:

• Company pension
• Free parking
• Life insurance
• On-site parking
• Private medical insurance

Schedule:

• Monday to Friday

Education:

• GCSE or equivalent (preferred)

Experience:

• Customer service: 1 year (preferred)
• Administrative experience: 1 year (preferred)

Language:

• English (preferred)

Licence/Certification:

• Driving Licence (preferred)

Work Location: In person

Keywords : Southampton jobs

Closed Date : 2024-12-13