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FINANCIAL SERVICES OFFICER
JOB DESCRIPTION

LOCATION : KDG House, 85 Stafford Road, Wallington, SURREY. SM6 9AP

REPORTS TO/LINE MANAGER : Managing Director

JOB PURPOSE SUMMARY : To monitor maintain record and manage all client payments & ledgers and provide accurate and clear information on client income for the purposes of reporting to the customer and filing accounts. Recording day to day financial transactions and completing the posting process. Production dispatch and recording of lessee financial demands, reminders, final notices and letters before action and instruction of external debt collection solicitors as appropriate. Banking of cheques received and liaison with external banks and client suppliers as appropriate. Liaison with external clients on the telephone and in writing regarding financial queries and information as appropriate.

KEY RESPONSIBILITIES :

  • Make numerous daily computations to update and maintain accounting records
  • Verify and enter client transactions into ledger
  • Prepare reports and summaries
  • Prepare demands/invoices for billing, including totalling numbers, adding dates and verifying financial data
  • Track and oversee overdue accounts
  • Verify client balancing receipts
  • Post debits and credits
  • Stay familiar with list of tax and accounting rules
  • Communicate and liaise verbally and in writing between customers/suppliers/visitors/enquirers and relevant staff, and interpret and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions
  • Maintain and update financial records/data and perform other routine clerical tasks as assigned and for other departments as needed
  • Operate a variety of standard office machines and perform reception duties in an efficient, professional and courteous manner whilst establishing and maintaining effective working relationships with co-workers and the general public.
  • Maintain regular consistent and professional attendance, punctuality, personal appearance and company dress code, and adherence to relevant health & safety procedures
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role
  • Manage maintain and report on legal action taken against a customer or supplier
  • Maintain office petty cash and advise upon office equipment supplies and appearance security and welfare/state of the office
  • Assistance in the communication and liaison of the estates and finance department managing and delivering customer expectations
  • Internal records management of internal documents and registers such as insurance and compliance provisions, staff training and continuing professional development and general duty of care to include records management of KDG approved suppliers
  • Effective and efficient planning of works carried out/quality control to the KDG managed portfolio managing and communicating with customers and suppliers and monitor and measure works instructions and pricing of suppliers for works carried out

PERSON/PROFILE :

Personality Possess first rate numerical skills. Strong bookkeeping skills and previous experience in a similar role. Solid organisational skills and excellent attention to detail. Excellent communication skills in writing and verbally. Computer literate with experience in in financial reporting. Ability to work efficiently, accurately and to deadlines using a logical and methodical approach. Empathic communicator able to see things from the other persons point of view. Well-presented and business like, efficient and accountable. Able to get on with others.

Specific Job Skills Solid organisational skills including attention to detail and multitasking skills. excellent time management skills and ability to multi-task and prioritise work and able to communicate clearly and effectively via oral and written media.

Computer Skills Proficiency in English MS Office Outlook Word & excel

Literacy & Numeracy Solid understanding of basic bookkeeping and accounting payable/receivable principles. Proven ability to calculate post and manage accounting figures and financial records. Data entry skills with a knack for numbers. High degree of accuracy and attention to detail. Good concentration. Trustworthy. Excellent written and verbal communication skills

Business Skills Familiarity with financial and facilities management principles and understanding of office management procedures must be an excellent face-to-face and telephone communicator

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PROPERTY SERVICES OFFICER
JOB DESCRIPTION

LOCATION : KDG House, 85 Stafford Road, Wallington, SURREY. SM6 9AP

REPORTS TO/LINE MANAGER : Managing Director

JOB PURPOSE SUMMARY : To communicate and provide information by relevant methods internally and externally to assist and organise effective management operations and liaison of customer service to provide management services to KDG managed buildings and customers.

KEY RESPONSIBILITIES :

  • Communicate and liaise verbally and in writing between customers/suppliers/visitors/enquirers and relevant staff, and interpret and respond clearly and effectively to spoken requests over the phone or in person, and to verbal or written instructions
  • Maintain and update records/data and perform other routine clerical tasks as assigned and for other departments as needed
  • Operate a variety of standard office machines and perform reception duties in an efficient, professional and courteous manner whilst establishing and maintaining effective working relationships with co-workers and the general public.
  • Maintain regular consistent and professional attendance, punctuality, personal appearance and company dress code, and adherence to relevant health & safety procedures
  • Pursue personal development of skills and knowledge necessary for the effective performance of the role
  • Attend client meetings and inspect/carry out site visit reports including the meeting of clients and/or suppliers on site as appropriate
  • Manage maintain and report on legal action taken against a customer or supplier
  • Order maintain and advise upon office equipment supplies and appearance security and welfare/state of the office
  • Assistance in the communication and liaison of the estates and finance department managing and delivering customer expectations
  • Internal records management of internal documents and registers such as insurance and compliance provisions, staff training and continuing professional development and general duty of care to include records management of KDG approved suppliers
  • Effective and efficient planning of works carried out/quality control to the KDG managed portfolio managing and communicating with customers and suppliers and monitor and measure works instructions and pricing of suppliers for works carried out

PERSON/PROFILE :

Personality A strong communicator and team player with excellent written and verbal communication skills. Self-driven with a positive outlook, a natural forward planner who is mature calm natured composed and credible. Empathic communicator able to see things from the other persons point of view. Well-presented and business like, efficient and accountable. Able to get on with others.

Specific Job Skills Solid organisational skills including attention to detail and multitasking skills. Strong planning skills; excellent time management skills and ability to multi-task and prioritise work and able to communicate clearly and effectively via oral and written media. A clean UK driving licence (use of pool car).

Computer Skills Proficiency in MS Office

Literacy & Numeracy Excellent client-facing and internal communication skills; Excellent written and verbal communication skills

Business Skills Familiarity with financial and facilities management principles and understanding of office management procedures must be an excellent face-to-face and telephone communicator

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