skip to Main Content

Accounts Assistant Job Description

Once you have selected your Job Description download it and convert it to a Job Advert, please use as many as you require. If you wish to use the job description for a CV Template click through for advice and Convert to a CV

Accounts Assistant Job Description

Accounts Assistants are employed by accounting firms, banks, insurance companies, and educational institutions to perform clerical and basic accounting duties. In the role of Accounts Assistants they update journals and ledgers, file financial records and important documentation as well as identify and resolve errors in financial records.

We are hiring an Accounts Assistant to help our accounting firm with all clerical and basic accounting tasks. Working as the Accounts Assistant your responsibilities will include updating our client records, responding to clients’ inquiries in a timely manner and filing pertinent documentation. You should also be able to review and calculate employee reimbursements for necessary work-related expenses.

To succeed as an Accounts Assistant, you should be well-organised and knowledgeable of accounting principles and practices. Suitable Accounts Assistant should be able to communicate effectively with colleagues and clients as well as demonstrate exceptional time management skills.

Accounts Assistant Responsibilities

  • Working knowledge of accounting terminology and procedures.
  • Proficiency in all Microsoft Office applications and accounting software.
  • The ability to multitask.
  • Basic bookkeeping skills.
  • Excellent organisational and time management skills.
  • Effective communication skills.
  • Sound customer service skills.
  • Detail-oriented.
  • Bachelor’s or Associate’s degree in Accounting, Finance, Economics, or related field is preferred.
  • Proven experience working as an Accounts Assistant, Accounts Clerk, or similar role.

Accounts Assistant Requirements

  • Prepare year-end financial reports to evaluate the financial performance of companies.
  • Analyse financial records to identify errors and discrepancies.
  • Perform reconciliations of clients’ bank accounts to ensure accuracy of cash records.
  • Update all accounting ledgers and journals.
  • Enter client’s data into the appropriate accounting program.
  • Record client’s petty cash transactions in the petty cash journal.
  • Ensure that all office expenditure remains within budget.
  • Back up all office and client records to prevent loss of data.
  • Working knowledge of accounting terminology and procedures.
  • Proficiency in all Microsoft Office applications and accounting software.
  • The ability to multitask.
  • Basic bookkeeping skills.
  • Excellent organisational and time management skills.
  • Effective communication skills.
  • Sound customer service skills.
  • Detail-oriented.
  • Bachelor’s or Associate’s degree in Accounting, Finance, Economics, or related field is preferred.
  • Proven experience working as an Accounts Assistant, Accounts Clerk, or similar role.

Personalising Your Accounts Assistant Job Description Advise

The hiring process and recruiting new employees to fill your key roles requires a degree of personalisation if you are to attract the best employees in a competitive employment market. The right person for a crucial role or more senior roles will likely have other employers targeting them. As your job description will be the first point of contact, you need to nail your pitch and provide the best possible service.

When creating your bespoke description and advert, you should cover and promote these points:

Job title: This should accurately reflect the role and include keywords that top talent might be using to search for jobs.

Job duties: The day to day duties, such as administrative tasks, which vary depending on the company and inform the candidate if they can complete the role.

Technical skills: These are the hard skills required through training, such as proficiency with Microsoft Office.

Soft skills: These include the interpersonal skills and general abilities the right candidates will possess. For example, the competency to prioritise multiple tasks, handle customer queries and customer complaints, work alone, or build a good relationship with coworkers.

The company’s culture: Highlighting your company culture and values ensures employees thrive and find outstanding job satisfaction. Candidates that are not the right fit won’t waste their time completing the application process, meaning you can focus on qualified individuals and hire in a more timely manner.

Career progression: Including the career path will entice candidates looking for career growth. 

Training and development programs: Smaller companies may need employees with previous experience or provide educational assistance over internal training offered by larger organisations with more significant resources. 

Employee benefits: Compensation and benefits often fail to appear in job ads and while you may want to hold your cards close to your chest, failing to include them is a mistake. Consider answering common questions, such as working hours and paid leave. Researching the average salary for the role in these early stages will ensure you don’t waste your interviewer’s and the candidate’s time.

Skill gaps: Your company may need to bring in new skills beyond those required to complete the key role and duties. Thinking on an organisational level can be beneficial when contemplating skills diversity.

Legal requirements: Ensure your job advert and description does not ask for inappropriate or discriminatory personal details, such as age, marital status, or religion.


Back To Top