- Own the financial onboarding of clients portfolios to ensure accurate setup
- Interrogate financial handover from previous managing agent
- Transaction processing onto accounting system
- Review and understand service charge
- Finalising the cash reconciliation
- Ensure the offboarding financial control balances are cleared in line with sale agreement
- Responsibility for banking setup
- Point of contact for both internal and external stakeholders
- Ownership of transition portfolio. Highlighting and escalating where required
- Process payments to external parties as required
- Providing support and training to team members
- Assist with project work where required
- Maintain and own documentation processes in line with compliance requirements
- Support any ad hoc requests
Person Specification - Good interpersonal skills and ability to quickly form professional relationships with colleagues and clients at all levels of seniority
- Maintains a positive attitude towards routine tasks
- Accurate and exceptional attention to detail
- Pro-active and enjoys working autonomously and as part of a wider team
- Confident and assertive where required
- Flexible approach to work
- Team player who deals effectively with colleagues and clients
- Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met
- Ability to remain calm under pressure
- Exceptional organisational skills
- Ability to achieve targets and strive for continual improvement
Skills Required - Good working knowledge of MS Office applications (Word, Excel, MS Outlook) required
- Experience in using Property Management systems, would be advantageous
- Good communication skills, both verbal and written
-
Accounts Advisor
1 week ago
Search Consultancy Glasgow, United Kingdom**Accounts Advisor - Various locations across Scotland** · Search are partnered with a fantastic group of local accountancy firms to secure new Accounts Advisors due to company growth. Our client prioritises building strong and trusted relationships with their clients, providing ...
-
Accounts Advisor
33 minutes ago
CBRE Glasgow, United KingdomPosted- 22-Feb-2024- Service line- Advisory Segment- Role type- Full-time- Areas of Interest- Accounting/Finance- Location(s)- Glasgow - Scotland - United Kingdom of Great Britain and Northern Ireland**Role Purpose**: · - Working in the Real Estate Accounting Services team where ...
-
Accounting Policy Advisor
21 hours ago
Lusona Consultancy Glasgow, United KingdomPrudential Regulation Advisor required for the expanding Accounting and Regulatory Policy team of our global Financial Services client. The team sit within Finance and help the business to achieve its business goals by providing independent advisory and review services in relatio ...
-
Accounting Policy Advisor
4 days ago
Morgan Stanley Glasgow, United KingdomAccounting Policy Advisor - AVP · Job Number: · 3230931 · POSTING DATE: Feb 19, 2023 · PRIMARY LOCATION: Europe, Middle East, Africa-United Kingdom-United Kingdom-Glasgow · EDUCATION LEVEL: Bachelor's Degree · JOB: Finance · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Director · DESC ...
-
Accounts Reporting Advisor
5 days ago
CBRE Glasgow, United KingdomPosted- 20-Jul-2023- Service line- Advisory Segment- Role type- Full-time- Areas of Interest- Accounting/Finance- Location(s)- Glasgow - Scotland - United Kingdom of Great Britain and Northern Ireland**RESPONSIBILITIES** · Responsible for the routine, day to day accounting activi ...
-
Accountancy Business Service Advisor
33 minutes ago
TribePost Glasgow, United Kingdom**Benefits**: Dress down Fridays, Electric Vehicle Salary Sacrifice Scheme, Corporate Gym Membership, Enhanced Family Friendly Leave*, Enhanced Pension Contributions*, Group income and protection scheme, Employee referral scheme, Investment in career progression and L&D and Long ...
-
Client Accounts Reporting Advisor
2 days ago
CBRE Glasgow, United KingdomPosted- 22-Mar-2023- Service line- Advisory Segment- Role type- Full-time- Areas of Interest- Accounting/Finance- Location(s)- Glasgow - Scotland - United Kingdom of Great Britain and Northern Ireland**Role Purpose** · Working in the Real Estate Accounting Services team where the ...
-
Accounts Payable Helpdesk Advisor
1 week ago
Resideo Motherwell, United KingdomThe Accounts Payable Helpdesk Advisor will assume responsibility for the resolution of inbound customer queries relating to payment. You will also support the business with other duties which include invoice processing, bank payment validation, 3 rd party portal management and st ...
-
Accountant / Tax Advisor
1 week ago
FPSG Glasgow, United Kingdom12 month PAYE - Glasgow (Hybrid 3 days in the City Centre office) · FPSG are supporting our established global client with an exciting opportunity for a Tax Consultant on a 12 month temp role, based in Glasgow. · This is an excellent opportunity to join a well-established tax fu ...
-
Business Service Advisor
2 days ago
LHH Recruitment Solutions Glasgow, United KingdomGlasgow · Permanent · Competitive Salary + Benefits · LHH is proud to be supporting our client, a leading Scottish Chartered Accountancy firm, in appointing an Business Service Advisor to join their team. · The Business Service Advisor will work as part of a well-grounded team pr ...
-
Customer Service Advisor
1 week ago
Webhelp Glasgow, United Kingdom**Advisor** · **Location** · - Glasgow, United Kingdom**Language** · - English*** · **Job Advert**: · We are looking for collaborative and dedicated Customer Service Advisors - Complaints to join our inclusive and friendly team. This full-time complaint handling role is based in ...
-
Customer Service Advisor
1 week ago
Webhelp Glasgow, United Kingdom**Job Advert** · We are looking for collaborative and dedicated Customer Service Advisors - Complaints to join our inclusive and friendly team. This full-time complaint handling role is based in Glasgow with earning potential up to £25,757 and many excellent benefits. · In this r ...
-
Customer Service Advisor
1 week ago
Radius Payment Solutions Glasgow, United Kingdom**Starting Salary**:£20,500 (plus up to £6,000 commission) · **Working Hours**: Monday-Friday 08:30am-17:00pm (no evenings, weekends or bank holidays) · **Location**: Strathclyde Business Park, Belshill, ML3 3PE · Are you a natural communicator who enjoys engaging with people? Ar ...
-
Accounts Assistant
21 hours ago
Lusona Consultancy Glasgow, United KingdomAccounts Assistant required for this established firm of Chartered Accountants and Advisers in Glasgow. This is a fantastic opportunity for an experienced accounts assistant or bookkeeper to gain exposure to a wide range of clients, and work towards ACCA qualification with study ...
-
Collections Advisor
33 minutes ago
Anderson Knight Glasgow, United KingdomAnderson Knight is looking to recruit a Collections Advisor to join one of our exclusive clients in the Skypark in Glasgow. My client specialises in Motor Finance. As the Collections Advisor you will undertake collection activities as directed as part of a coordinated effort to s ...
-
Customer Service Advisor
2 days ago
BES - Goole Glasgow, United KingdomBailey Employment Services are currently recruiting for Customer Service Advisors for Lloyds Banking Group in Glasgow. · Could you help Lloyds Banking Group become the best bank for customers? As one of the UK's leading financial services Groups, Lloyds Banking Group are currentl ...
-
Graduate Tax Trainee
4 days ago
Lusona Consultancy Glasgow, United KingdomGraduate Tax Trainee sought for the close-knit tax team of this growing firm of Accountants and Tax Advisors in Glasgow. · The firm has an excellent reputation for providing high-quality and personable service to their varied client portfolio, and has enjoyed impressive growth in ...
-
Customer Service Advisor
34 minutes ago
Huntress Glasgow, United KingdomMonday to Friday · Office Based · Salary starts at £19,838. · The client offers two salary increases in your first year - An increase of £626 twice to bring your salary to £21,088. · You are also entitled to a bonus of · - £4,800 Bonus per year (This Bonus is paid monthly at £400 ...
-
Prudential Regulation Senior Advisor
2 days ago
Lusona Consultancy Glasgow, United KingdomSenior Regulatory Advisor required for the Regulatory Policy function of our global Financial Services client. The team provide independent advisory and review services in relation to matters of Accounting and Basel-based Regulation for a broad range of internal and external stak ...
-
Customer Service Advisor
21 hours ago
Huntress Glasgow, United Kingdom**Customer Service Advisor's Needed ASAP inCentral Glasgow** · **£18,000 + £4,800 Bonus** · **Temp to Perm role after 12 weeks** · **Start Immediately** · Our client is now looking to expand their team even further with a **Customer Service Advisor** who can provide an exceptiona ...
Accounts Advisor - Glasgow, United Kingdom - CBRE
Description
Role PurposeWorking in one of the Property Management Accounting operational teams. Onboarding and offboarding the financial data of clients assets into and out from CBREs management.Key Responsibilities