TITLE: Trainee Accounts Technician
RESPONSIBLE TO: Accounts Team Leader
SALARY: £26k £31k
STATUS Full Time, Permanent Post
Job Purpose:
The Trainee Accounts Technician will play an important role in assisting the Accounts team with the efficient and effective running of the Accounts department.
They will do this by conforming to the solicitor accounting regulations of Northern Ireland, bymaintaining accurate client ledgers, and ensuring the client account is never overdrawn. They will ensure disbursements are dealt with promptly and creditors paid in a timely fashion.
This role requires a discreet individual who can maintain the confidentiality of the information they are exposed to; the Trainee Accounts Technician will be able to work under pressure, a confident and driven professional, driven to succeed within their role.
Supervisor Responsibilities:
Accountabilities:
- To be accountable for Quality of Work expectations
- To be accountable for the Customer service received by our External and Internal Customers
- To achieve the targets set for the role within set timescales
- To be accountable for your workstation and any equipment provided to you
- The Health & Safety of yourself and colleagues.
- Files and other documents relating to customer cases
Specific Duties
General Responsibilities
- Ensure all enquiries are acknowledged and addressed within agreed timescales, preferably on the day of receipt.
- Process and respond to incoming mail, emails, telephone calls, and other correspondence daily.
- Handle all telephone and customer enquiries in a professional, courteous, and efficient manner.
Accounts Responsibilities
- Bank all monies received on the day of receipt.
- Ensure client injury compensation payments and other recovered disbursements are processed promptly.
- Verify the accuracy of items to be billed, including professional fees, and raise bills of costs.
- Process transfers relating to professional fees as required.
- Ensure client ledgers are reconciled and cleared following the distribution of funds.
- Enter supplier and creditor invoices accurately and verify receipt of goods and services.
- Reconcile creditor statements and process payments monthly.
- Reconcile ICOS account.
- Reconcile client, office, and credit card accounts.
- Monitor unpresented cheques and reissue where required before six months.
- Identify BACS payments received daily for costs and compensation, process accordingly, and notify the relevant fee earner.
- Post anticipated disbursements accurately to client records.
- Reconcile petty cash transactions and maintain supporting documentation.
- Assist with the preparation and submission of VAT returns as required.
- Providing any training to my colleagues if necessary
- Assist in the training of others when required, explaining work instructions and processes to other employees.
- Help in the development of new and existing accounts processes.
- Communicate with Accounts team leader any issues effecting the meeting of department priorities or deadlines.
Line Manager Reporting
- Provide regular updates to the Accounts Team Leader on workload, progress, and outstanding matters.
- Provide timely, constructive, and effective feedback to management and colleagues.
- Participate actively in team meetings and departmental discussions.
- Request training identified to assist in being successful in the role and attend required training ensuring that a certificate of completion is forwarded to HR
- Participation in appraisals and performance reviews to assess your overall performance, duties, training requirements and development.
Other
- Comply with all company policies, procedures, and Health & Safety requirements.
- Maintain strict confidentiality concerning client, employee, and business information at all times.
- Demonstrate a commitment to delivering high standards of customer service.
- Support colleagues through teamwork, collaboration, and knowledge sharing.
- To undertake other such reasonable duties as shall from time to time be required by the company, within the competency of the postholder.
The job description may need to be reviewed in the light of any new developments as the role progresses.
It should not be regarded as restrictive or definitive but acts as a broad guide to the demands of the post.
Person Specification
Essential
- Evidence of working towards a relevant Accounts Qualification
- 5 GSCEs (or equivalent), grade A-C including English and Maths
- Excellent Communication Skills in English (interpersonal, listening, written and oral)
- The ability to work as part of team and make a positive contribution
- Ability to take accountability and work on own initiative without supervision
- Ability to demonstrate a problem solving approach
- Demonstrable commitment to confidentiality
- A flexible approach to work to meet the needs of the business and the role
- Excellent IT Skills with proven experience in Microsoft Packages and Accounting Systems
- Excellent administration skills
- A friendly, positive, enthusiastic and professional character
- Demonstrable commitment to goals, objectives and vision of the organisation
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