Accounts Assistant (Client Transitions) - 9 months FTC

Accounts Assistant (Client Transitions) - 9 months FTC

This role is full time, fixed-term for 9 months and based in our Glasgow office with hybrid working.

Role Purpose
Working in one of the Property Management Accounting operational teams. Onboarding and offboarding the financial data of client's assets into and out from CBRE's management.

Key Responsibilities

• Own the financial onboarding of client's portfolios to ensure accurate setup
• Interrogate financial handover from previous managing agent
• Transaction processing onto accounting system
• Review and understand service charge
• Finalising the cash reconciliation
• Ensure the offboarding financial control balances are cleared in line with sale agreement
• Responsibility for banking setup
• Point of contact for both internal and external stakeholders
• Ownership of transition portfolio. Highlighting and escalating where required
• Process payments to external parties as required
• Providing support and training to team members
• Assist with project work where required
• Maintain and own documentation processes in line with compliance requirements
• Support any ad hoc requests

Person Specification

• Good interpersonal skills and ability to quickly form professional relationships with colleagues and clients at all levels of seniority
• Maintains a positive attitude towards routine tasks
• Accurate and exceptional attention to detail
• Pro-active and enjoys working autonomously and as part of a wider team
• Confident and assertive where required
• Flexible approach to work
• Team player who deals effectively with colleagues and clients
• Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met
• Ability to remain calm under pressure
• Exceptional organisational skills
• Ability to achieve targets and strive for continual improvement

Skills Required

• Good working knowledge of MS Office applications (Word, Excel, MS Outlook) required
• Experience in using Property Management systems, would be advantageous
• Good communication skills, both verbal and written

Working at CBRE
When you join CBRE you will have the support and resources of a global firm where an entrepreneurial mind-set is encouraged. You'll realize your potential with challenging work, fast-paced assignments, an environment of constant learning and commitment to results. To enable your success, we provide the best tools, training and leaders in the industry.

About CBRE
CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2023 revenue). The company has more than 130,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves a diverse range of clients with an integrated suite of services, including facilities, transaction and project management; property management; investment management; appraisal and valuation; property leasing; strategic consulting; property sales; mortgage services and development services.

Equal Opportunities
We are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.