Job Title

Debtors Clerk

Western Cape
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Market Related
Sector: Accounting
Posted: 10 January 2024

Job Details

A professional accounting and tax firm located in Cape Town CBD, is seeking a bilingual (English & Afrikaans) dedicated and organized individual to join their team as a Debtors Clerk. They operate in a dynamic consulting environment, and the ideal candidate will have a strong background in client management. If you possess excellent organizational skills, outstanding people skills, and have a keen attention to detail, we invite you to apply.

The Debtors Clerk is responsible for the full debtors’ function of the business and the welfare of clients, answering client fee questions, ensuring on time communication, interacting with fact-checking, drafting of emails, administrative tasks associated with the debtors’ function in an accounting firm.

DUTIES & RESPONSIBILITIES, NOT LIMITED TO:

  • Full Debtors Function and ensure payments, amounts and records are correct
  • Responsible for the welfare of clients, answering client questions, clearly communicating details of fees, planning and retainer matters.
  • Respond to new client enquiries / quotes incl approve fee estimates and onboarding of new clients
  • Keep a close eye on what is being delivered by the production team to clients
  • Handling & checking progress on deliverables to keep the level of client satisfaction as high as possible
  • Communicator / Handling all communications: Interacting with clients and other 3rd parties to ensure they are happy, handle / fix problems / discrepancies in a timely manner via phone, email and in-person
  • Complete and provide administrative support to the production team (accounting / tax department) and other financial professionals with creating and editing fee documents
  • Perform office tasks such as document management, data entry, answering of phones, drafting emails, complete billing process on accounting software, follow up and resolve unbilled time tracking reports, wellness champion officer, etc.
  • Perform administrative tasks associated with statutory requirements and accounting firms
  • Perform any other task which may be reasonably expected

REQUIREMENTS  

  • Relevant tertiary qualifications
  • At least 5 years client manager or debtors experience in an accounting/audit/tax/financial firm
  • Advanced working knowledge of Microsoft Word, Excel advance, Outlook, Sage Accounting / Xero Accounting
  • Previous experience of electronic client recording systems (advantageous)

Skills, competencies and attributes

  • Exceptional attention to detail and high level of accuracy
  • Fast and accurate typing skills
  • Proficiency with computers and IT systems, in particular Excel advance and Outlook
  • Excellent verbal and written communication skills in both English and Afrikaans
  • Numerical capability / mathematics skills to handle financial data
  • Trustworthy and discreet when dealing with confidential information
  • Excellent interpersonal skills
  • Strong administrative skills
  • Able to exercise independent judgement and reasoning
  • Time management skills / ability to adhere to deadlines / proactive, a sense of urgency and outcomes
  • Service orientated and adaptable
  • Deadline driven with focus on delivering results and meeting customer expectations
  • Great organisational skills and a go-getter attitude, determined
  • Working under pressure
  • Resourceful, self-motivated and solution-driven
  • Professional conduct and appearance
  • Positive energy, good team player and willingness to be part of a team
  • Ability to respond to urgent or delicate matters with tact and diplomacy, and to recognise the need to refer to Management when required