The candidate will primarily provide project management and administration services for a key client as part of a dedicated engagement team. Around a third of their time will be allocated to compilation of service charge accounts across all clients.
Job Overview
- Work closely with the dedicated client engagement team to deliver the project, reporting into the senior project executive.
- Carry out routine communications with the client by IT solution and email, delivering a high quality service.
- Work with compilation Manager to compile service charge accounts across all clients, managing the process using a web-enabled IT solution.
Responsibilities
- Assist with web-based portal set up and task administration for the client eg inputting templates, creating individual property records, generating tasks.
- Monitor portal tasks on a daily basis, escalating to the senior project executive where necessary.
- Monitor client inbox and respond to basic client queries eg password resets.
- Reconcile client data with BDO data on a regular basis and investigate any reconciling items eg monthly user reviews.
- General administrative assistance to the dedicated client team, including document management, preparing standard reports from agreed templates.
- Monitor individual pieces of work to ensure timely completion and that established KPIs are met.
- Collate information required for the compilation of service charge accounts.
- Prepare service charge accounts by extracting data from web-based portal using specified software.
- Provide a high quality service level to the BDO UK team and all clients.
Technical Knowledge and Professional Qualifications
- Minimum HSC with Accounting as Main Subject
- Higher Qualifications would be an advantage
- Excellent organisation and administration skills to manage and prioritise multiple tasks and large projects.
- Excellent written and spoken English, including spelling and grammar.
- Excellent communication skills.
- Excellent writing and numeracy skills.
- Good working knowledge of Excel and Word. Some knowledge of Crystal is desirable, but not essential.
- Good level of accountancy knowledge eg accruals and prepayments, although no formal accountancy qualification is required.
- Good understanding of the service charge process would be an advantage
Skills
- Ability to communicate in a professional manner with a key client.
- A proactive and positive approach to work and ability to work on own initiative.
- Experience of working as part of a team.
- Willingness to learn.
- Excellent attention to detail.
- Ability to meet strict deadlines on a regular basis.