Job Description
About the Role
The Finance Client Assistant role is a key position in our finance department, responsible for providing administrative support to our clients and ensuring the smooth delivery of financial services. As a highly organized and detail-oriented individual, you will play a crucial role in managing client expectations and delivering up-to-date financials on time.
Key Responsibilities
- Managing the delivery of work to a portfolio of clients
- Processing purchase invoices
- Processing sales invoices
- Reconciling bank accounts
- Setting up proposed payment runs (without releasing payments)
- Preparing basic VAT returns
- Assisting with office administration
- Participating in ad-hoc projects as required
- Managing client expectations and delivering up-to-date financials on time
- Communicating directly with clients where required
- Engaging in CPD and ongoing training
- Ensuring confidentiality of sensitive client data
- Working with other team members to meet deadlines
- Acting in accordance with the business values and competency framework
- Communicating effectively with direct line managers
- Communicating clearly and concisely with clients
Requirements
- Some type of qualification
- Previous experience within an accounting firm is advantageous
- Basic foundation work in accounting is desirable
- Strong numeracy skills
- Experience using Excel and Xero is preferable but not essential
- Strong attention to detail
- Willingness to learn new systems and processes
- Team player with strong interpersonal skills
- Good communicator and articulate
Qualifications
- Formal education/certifications (if applicable)
Salary & Benefits
- Not specified in the original job description.
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Accounting / Finance Jobs in Cape Winelands
In the Cape Winelands region of South Africa, accounting and finance positions are in high demand across various industries. Typically, professionals with expertise in financial management, budgeting, and financial analysis are sought after by organizations looking to optimize their financial performance. Generally, this field is considered stable and secure, offering a range of career opportunities for those with the right skills.
When it comes to salary expectations, accounting and finance professionals in Cape Winelands can expect to earn a competitive income. Broadly speaking, salaries can vary depending on factors such as experience, company size, and industry sector. Typically, senior roles or those in larger companies tend to offer higher salaries than junior positions or smaller organizations. However, it is essential to note that actual salary ranges can fluctuate widely depending on individual circumstances.
Common skills required for accounting and finance roles in Cape Winelands include proficiency in financial software such as SAP, Oracle, or Microsoft Dynamics; strong analytical and problem-solving abilities; excellent communication and presentation skills; attention to detail and organizational prowess. Additionally, experience with financial planning and budgeting, as well as knowledge of tax laws and regulations, are highly valued.
The accounting and finance sector is commonly found in various industries, including the financial services sector, technology industry, manufacturing sector, and wine industry (given Cape Winelands’ reputation as a renowned wine region). These sectors often require specialized skills and expertise to manage their financial operations effectively. Opportunities for career development are plentiful, with many organizations offering training programs, mentorship schemes, and opportunities for advancement.
For those looking to break into this field, it is recommended to pursue higher education qualifications such as a Bachelor’s or Master’s degree in accounting or finance. Gaining relevant work experience through internships or volunteering can also provide valuable insights and skills. As the industry continues to evolve, staying up-to-date with industry developments and best practices will be crucial for career success.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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