Estate Accounts Assistant - Cash and Credit Control

Estate Accounts Assistant - OUR CLIENT are a fast-growing and dynamic property owner and estate management company currently undergoing an ambitious transformation. They focus on delivering innovative solutions, connecting diverse audiences, and driving impact across multiple initiatives and are committed to delivering efficient, high-quality financial and operational services, supporting a diverse portfolio of assets and tenants. They have instructed Trident to seek an Accounts Assistant to join the Estates Finance team and play a key role in cash management, credit control, and process improvement across their portfolio. This is a unique opportunity to contribute to a dynamic, high-impact environment where your work directly supports business performance and operational excellence.

THE ROLE: As an Estate Accounts Assistant, the successful candidate will be reporting to Estates Head of Finance and will be managing the cashiering and credit control for service charges and operational costs, including the allocation of tenant payments, reconciliation of tenant ledgers, debt collection, and reporting on arrears and rent collection performance. This role is vital to maintaining the financial health of the company, ensuring optimal cash flow, and delivering excellent service to tenants. Additionally, the role involves suggesting, promoting, and implementing system and reporting improvements, enhancing management information, and strengthening financial controls / processes. Furthermore, the role will contribute to the implementation of a Purchase Order Management system, system reporting enhancements, banking reporting structures, and the initiation of an internal audit program.

Key Responsibilities:

Cashier / Treasury

• Reviewing all incoming payments and allocating to tenant ledgers.
• Investigating unallocated monies held in suspense accounts.
• Performing monthly bank reconciliations.

Credit Control

• Contacting clients via phone, email, or mail to follow up on outstanding payments, negotiate payment plans, and resolve payment-related queries or disputes efficiently.
• Issuing monthly statements to tenants.
• Following legal procedures to recover outstanding debt.
• Coordinating tenant refunds.
• Preparing accurate and timely reports on outstanding debts, payment trends, and credit risk assessment for management review.

Reporting

• Conducting month-end reporting on outstanding debts.
• Producing quarterly rent collection statistics.
• Developing periodic reports as requested by owners.

Data Management

• Maintaining accurate tenant information on the database.
• Liaising with the property management systems database provider and contributing to software improvements.

Other Duties

• Supporting the accounts' payable function.
• Performing any other reasonable tasks as required within the finance team on an ad hoc basis.

THE PERSON: To excel in this role, a successful Estate Accounts Assistant should possess the following key skills and experience:

• Previous experience in a similar accounts or credit control role, in property management or real estate.
• Proficient with property management systems such as QUBE, TRAMPS, MRI, YARDI or similar property accounting software and intermediate Excel skills.
• Strong numerical, analytical, and organisational abilities.
• Excellent communication and problem-solving skills.
• Familiarity with commercial clients and service charge allocation.
• AAT Level 3 or relevant degree is desirable, though not essential.

Benefits:

• Hybrid working - 4 days in
• Discretionary bonus
• Health Insurance
• Life insurance
• 5% Pension
• 28 days holiday

Based in West London this is a fantastic opportunity to grow your career in a fast-paced, high-impact property management environment. You will play a vital role in shaping financial processes, strengthening tenant relationships, and contributing to meaningful business outcomes.

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