September 27, 2025
Gain insight into the essential qualifications, important duties, key responsibilities, and vital skills that form a well-rounded Accounts Assistant job description.
What does a Accounts Assistant do?
An Accounts Assistant is an employee who works for an accounting firm, bank, insurance company, or educational institution. They help with basic accounting tasks and keep important financial records up to date. They also look for and fix mistakes in financial records.
Job Description
We are looking for a detail-oriented and efficient Accounts Assistant to help our accounting firm with clerical and basic accounting tasks. This includes updating client records, responding to client inquiries in a timely manner, and filing important documents. You should also be able to review and calculate employee reimbursements for work-related expenses.
To do this job well, you should be well-organized and know about accounting principles and practices. An excellent Accounts Assistant can communicate well with coworkers and clients and manage their time effectively.
Job Duties and Responsibilities
- Analyzing financial records to find mistakes and differences
- Preparing end-of-year financial reports to see how companies are doing financially
- Updating all accounting ledgers and journals regularly
- Checking that clients' bank accounts match their cash records
- Entering client transactions into the right accounting program
- Recording petty cash transactions for clients
- Making sure office spending stays within budget
- Backing up all office and client records to avoid losing data
Requirements and Qualifications
- Bachelor's or Associate's degree in accounting, finance, economics, or a related field is preferred
- Proven experience as an Accounts Assistant, Accounts Clerk, or similar role
- Understanding of accounting terms and procedures
- Proficiency in Microsoft Office and accounting software
- Ability to handle multiple tasks at once
- Basic bookkeeping skills
- Excellent organizational and time management skills
- Effective communication and customer service skills
- Attention to detail
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