Client Accounts Apprentice (leeds)
SAVILLS (UK) LIMITED · Yorkshire And Humberside · LS1 4AP
About the role
Apprentice Accounts Assistant - Join Our Savvy Finance Team! 🚀
About the Squad: 🤝 We're a tight-knit crew of six, featuring an Associate Director, four awesome Client Accountants, and a spot for you, our future Apprentice! We're all about teamwork, lifting each other up, and crushing client expectations together.
Your Mission, Should You Choose to Accept It: 💼 Dive into the world of property finance! You'll be the backbone of our operation, helping manage property data and keeping a close eye on client funds for investors. It's all about making sure our property portfolios run like a dream. As an Apprentice Accounts Assistant, you'll be a vital part of our Client Accountants' squad, providing essential admin and financial support across a bunch of cool tasks.
What You'll Be Doing Day-to-Day: 📊
- Keeping our property, lease, and financial data spick and span in our databases. 🧼
- Lending a hand to the Client Accountants with client reports – the standard ones and anything extra they need. 📝
- Making sure client reports are spot-on with accurate reconciliations (think VAT, client statements, and more!). ✅
- Tackling site income reconciliations. 💰
- Building and maintaining strong relationships with our internal and external clients, delivering top-notch service. 🌟
- Handling various admin tasks that keep things running smoothly. ⚙️
- Jumping on ad-hoc duties as guided by the Client Accounts Team Leader and Head of Property Finance UK. 🤸♀️
- Preparing crucial instructions for our Treasury department (after getting the green light, of course!):
- Recharging costs to tenants. 📦
- Transferring rent money to clients. 💸
- Making amendments to client accounts. ✏️
- Processing property-related client transactions and collaborating with our team property administrator on quarterly budget reports and forecasts. 📊
- General management of client funds, like processing tenant refunds. ↩️
- Processing purchase invoices. 🧾
What You'll Bring to the Table: ✨
- You've got organizational skills down! 🏆
- You're comfortable with Word and Excel. 💻
- Strong written, presentation, and numerical skills are a must. 🧠
- You're an ace communicator! 🗣️
- You're diligent, detail-oriented, and a perfectionist at heart. 🧐
- You can totally rock it solo and be a team player. 🧍♂️➕🧍♀️
- You're punctual, reliable, and super keen and enthusiastic! 🎉
- You have a thirst for learning and are self-motivated. 🌱
Most Importantly: We're all about celebrating individualism and diversity in our team! So, throughout this whole process, don't hold back – show us the real you! Be honest, be authentic, and be yourself. We can't wait to meet you! 😊
Key responsibilities
- Maintain housekeeping of Property & Lease data and financial data on databases
- Assist Client Accountants in reporting to clients
- Perform accurate reconciliation of client reports and site income
- Maintain professional working relationships with internal and external clients
- Prepare instructions for Treasury department regarding client funds and transactions
Entry requirements
GCSE in: (English (grade 4 or C and above), Maths (grade 4 or C and above))