Job Description

Job Details

SPECIFICATION

An owner led accounting business, which assists businesses with managing their accounting & finances, is looking for an Account Manager to join their small client serving team. 

You will be responsible for:

• Prepare the implement the meeting schedule for each quarter
• Complete client tasks as per SOP's
• Host meetings as per the schedule
• Onboard clients as per the SOP
• Keep Triage current
• Keep To-Do-List current
• Keep all correspondence in the appropriate Karbon contact and / or job as necessary
• Review list of overdue jobs monthly/ Remediate and escalate.
• Attend team meetings as per the roster

Requirements:

• Xero experience
• B.Com or equivalent degree
• Accounting experience

Characteristics we are looking for:

• Enthusiasm - WANTS to work
• Accuracy
• Trustworthy – able to handle confidential transactions

• Organised 
• Reliable 
• Accurate 
• Honest 
• Service-oriented
• Positive  
• Confident
• Passionate
• High service standards