A management trust is looking for a full time Business Support Officer to join their small team. The Trust was set up fifty years ago to maintain and preserve the character and amenities of a London Suburb. This role reports to the chief executive and liaises with the external accountants who provide all the day to day bookkeeping for the trust.

This is a very varied and interesting role , working with a small team in a great environment where no two days are ever the same. The right candidate for this role will be very customer focussed and able to think on their feet.

Financial support

• Act as first point-of-contact for the external accountants for incoming and outgoing information, and liaise with other staff as required
• Supply accountants with details of all payments made directly by the Trust and copies of invoices relating to Direct Debits;
• Check bank statements 2x weekly. Code transactions where not already identified,forward to accountants and file.
• Maintain the CSV's for ground rent, estate and management charges and pass to accountants for uploading onto Sage;
• Process, acknowledge and pay-in incoming cheques and cash
• Coordinate the printing, assembly and sending out of financial statements, demands and reminders, including on-demand statements in response to residents’ enquiries.
• Work with the Credit Controller to follow up and resolve payment arrears

Legal and governance support

• Prepare paperwork, set up and take Minutes for Trust Council, Finance, Grants Committee and Annual General Meetings (x17pa). Note that these will require evening attendance with compensatory TOIL
• As Membership Secretary, maintain the Membership database and liaise with the auditors when elections are held to manage the ballot process
• Maintain property transfer and deeds of variation records on relevant databases, including advising accountants for all changes needed on Sage
• Research and respond to conveyancing enquiries.

Other business support

• Manage the Trust’s general enquiries mailbox and respond or refer as required
• Open and action or distribute incoming post as required
• With colleagues, respond to initial enquiries by phone or personal callers
• With colleagues, assist in the day-to-day running of the Trust office and undertake any

Experience of:

• Working in a business support role with a financial focus
• Using Sage 200 for financial recording and reporting
  
• Using and maintaining digital databases
• Handling cash and cheques

Competencies:

• Works cooperatively as part of a small team
• Organises and manages own workload proactively
  
• Adaptable to changes in work priorities
• Logical and methodical thinker
• Calm and courteous approach to external enquiries
• Good written and spoken English
• Good numeracy
• Good IT literacy, including Microsoft Office programmes and Sage 200

Qualifications:

Essential: Educated to A-level or equivalent standard. 

Desirable: book-keeping or basic accountancy qualification