Our client is seeking a dedicated and detail-oriented Client Bookkeeper to manage bookkeeping responsibilities for private wealth structures. This role involves maintaining financial records, assisting with accounting-related tasks, and ensuring adherence to company policies and accounting standards. The successful candidate will play a key role in supporting the private wealth team and contributing to the delivery of high-quality client services.
Job Duties:
- Take responsibility for all bookkeeping activities on three designated structures.
- Perform additional bookkeeping tasks to support the wider private wealth team.
- Assist with accounting-related reporting tasks as required.
- Collaborate with external accounting resources to enhance learning, efficiency, and reliability in processes.
- Contribute to the development and adherence to robust company finance policies and procedures in line with accounting standards.
- Provide high-quality support to projects requiring specific bookkeeping expertise.
- Model company vision and values, fostering a positive and motivational environment.
Job Requirements:
- Compliance with all company policies, procedures, and regulatory requirements.
- Maintenance of CPD and up-to-date technical knowledge.
- Proven bookkeeping experience in trust and company administration.
- Excellent data handling and proficiency with relevant software tools.
- Strong communication skills, both verbal and written, with the ability to present clearly.
- Track record of consistently meeting objectives and utilisation targets.
- A collaborative and supportive approach to team working and the training of colleagues.
- Strong interpersonal skills with the ability to build relationships and work effectively as part of a team.
What You’ll Love:
This role provides an opportunity to be part of a high-performing private wealth client services team, where you will develop your expertise in bookkeeping while contributing to meaningful projects. Working in a collaborative and supportive environment, you will play an essential role in delivering exceptional client service and advancing your professional development.
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