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Accounts Advisor (Client Transitions)

Glasgow, Scotland, United Kingdom
Competitive Salary
Closing date
Feb 13, 2024

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Job Role
Contract Type
Full Time


Service line

Advisory Segment

Role type


Areas of Interest

Property Management


Glasgow - Scotland - United Kingdom of Great Britain and Northern Ireland

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

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