Accounts Assistant Job Description [Updated for 2025]

In the ever-evolving world of finance, the demand for accounts assistants continues to grow.

As businesses progress, the need for skilled individuals who can maintain, manage, and streamline financial operations becomes even more critical.

So, what exactly is expected from an accounts assistant?

Whether you are:

• A job seeker looking to understand the intricacies of this role,
• A hiring manager outlining the perfect candidate,
• Or simply intrigued by the ins and outs of finance,

You’ve come to the right place.

Today, we are introducing a customizable accounts assistant job description template, designed for easy posting on job boards or career sites.

Let’s dive right in.

Accounts Assistant Duties and Responsibilities

Accounts Assistants are responsible for supporting the accounting department by performing clerical tasks, including processing and recording transactions, preparing reports and budgets, fielding communications with clients and vendors, fact-checking, filing, and other duties, as needed.

Accounts Assistants usually have the following duties and responsibilities:

• Helping prepare financial reports, budgets, and financial statements
• Reconcile invoices and identify discrepancies
• Create and update expense reports
• Process reimbursement forms
• Prepare bank deposits
• Enter financial transactions into internal databases
• Check spreadsheets for accuracy
• Maintain digital and physical financial records
• Issue invoices to customers and external partners, as needed
• Participate in quarterly and annual audits

 

Accounts Assistant Job Description Template

Job Brief

We are looking for an organized, efficient Accounts Assistant to join our team.

Accounts Assistant responsibilities include managing expense reports and reimbursements, entering financial transactions into our internal databases, and reconciling invoices.

Our ideal candidates are familiar with basic Accounting principles and proficient with spreadsheets and proprietary software.

Ultimately, the role of the Accounts Assistant is to ensure full transparency over the financial performance of the company.

 

Responsibilities

• Assisting with research, filing, data entry, and recording and maintaining accurate and complete financial records.
• Preparing financial reports, such as balance sheets and income statements, invoices, and other documents.
• Working with bookkeeping software, online spreadsheets, and databases.
• Handling sensitive or confidential information with honesty and integrity.
• Learning how to work as part of the Accounting team to compile and analyze data, track information, and support the company or clients.
• Processing transactions, issuing checks, and updating ledgers, budgets, etc.
• Assisting with audits, fact checks, and resolving discrepancies.

 

Qualifications

• Working towards a degree in Accounting, Finance or a related field (or equivalent experience).
• Some experience as an Accounts Assistant or relevant role.
• Good understanding of basic bookkeeping and accounting payable/receivable principles.
• Data entry skills along with a knack for numbers.
• Hands-on experience with spreadsheets and proprietary software.
• Proficiency in English and in MS Office.
• High degree of accuracy and attention to detail.

 

Benefits

• 401(k)
• Health insurance
• Dental insurance
• Retirement plan
• Paid time off
• Professional development opportunities

 

Additional Information

• Job Title: Accounts Assistant
• Work Environment: Office setting. Some remote work may be possible.
• Reporting Structure: Reports to the Lead Accountant or Accounting Manager.
• Salary: Salary is based upon candidate experience and qualifications, as well as market and business considerations.
• Pay Range: $35,000 minimum to $50,000 maximum
• Location: [City, State] (specify the location or indicate if remote)
• Employment Type: Full-time
• Equal Opportunity Statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
• Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience to [email address or application portal].

 

What Does an Accounts Assistant Do?

Accounts Assistants typically work in the finance department of businesses across various industries.

They may also work for accounting firms or as self-employed individuals.

They work closely with Accountants and Financial Managers to maintain financial records, process invoices, and handle expense reports.

Their job also includes performing basic bookkeeping tasks, reconciling bank statements, and preparing reports for audits.

Accounts Assistants are often responsible for ensuring that payments are processed in a timely manner and maintaining accurate financial records.

They may also assist with budget preparation, financial forecasting, and the implementation of financial policies and procedures.

Accounts Assistants are generally responsible for providing support to the finance department and contributing to the overall accuracy and efficiency of the company’s financial operations.

Their role may also involve responding to vendor inquiries, helping with payroll processing, and supporting the management with projects and tasks as required.

 

Accounts Assistant Qualifications and Skills

An Accounts Assistant should possess a variety of technical and soft skills to support the financial function of the organization, these include:

• Knowledge of accounting principles and ability to handle basic accounting tasks such as ledger handling, invoicing, and budget tracking.
• High level of accuracy and attention to detail to handle financial data and detect any discrepancies.
• Strong numerical skills to accurately record and interpret financial data.
• Proficiency in using accounting software and Microsoft Office Suite, particularly Excel for data entry and financial reporting.
• Exceptional organization skills to manage and maintain financial records efficiently.
• Strong communication skills to interact with colleagues, clients and vendors, and clearly explain financial information.
• Problem-solving skills to resolve accounting discrepancies and financial issues.
• Ability to multi-task and work under pressure to meet financial deadlines.
• Understanding of confidentiality requirements, to handle sensitive financial information responsibly and ethically.

 

Accounts Assistant Experience Requirements

An entry-level Accounts Assistant may need 1 to 2 years of experience in a related field, often gained through an internship or part-time role in an accounting or finance department.

These candidates can also gain practical experience in roles like Bookkeeper, Finance Intern, or Audit Assistant.

Candidates with 3 to 5 years of experience are often considered intermediate level.

They usually have a developed understanding of accounting principles and are proficient in using accounting software.

They may have experience in tasks like invoice processing, petty cash management, and assisting in the preparation of financial statements.

Accounts Assistants with more than 5 years of experience are considered senior and may have managerial experience.

They are often skilled in tasks like budgeting, tax filing, and performing complex reconciliations.

They might also have experience in supervising junior staff and have a deep understanding of financial regulations and legislation.

Most employers require Accounts Assistants to have a degree in Accounting, Finance or a related field.

Professional certification, such as ACCA or CIMA, is often considered an added advantage.

 

Accounts Assistant Education and Training Requirements

Accounts Assistants typically have a minimum of an associate degree in accounting, finance, business administration, or a related field.

They should also have a solid understanding of basic accounting principles, financial reporting, and bookkeeping.

Some roles may require the Accounts Assistant to have a bachelor’s degree in accounting or finance, especially for those who aim to progress in their career.

Being proficient in using accounting software, spreadsheet software like Microsoft Excel, and having a good understanding of data management principles is often essential.

Certain positions may prefer or require Accounts Assistants to have certification such as Certified Bookkeeper (CB) or Certified Public Accountant (CPA) credentials.

Continuing education and training for Accounts Assistants are important as they need to stay updated with the latest financial regulations, accounting software, and business tax laws.

Having a master’s degree in accounting or finance, and/or professional certification can demonstrate a candidate’s commitment to their career and continual learning.

 

Accounts Assistant Salary Expectations

An Accounts Assistant earns an average of $40,000 (USD) per year.

The exact salary may vary based on factors such as the individual’s level of experience, qualifications, and the location of the job.

 

Accounts Assistant Job Description FAQs

What skills does an Accounts Assistant need?

Accounts Assistants should possess strong numerical skills and accuracy, as they will be handling a company’s financial information.

They also need to have good organizational skills to manage all paperwork and documentation efficiently.

Knowledge of accounting software is beneficial, and good communication skills are essential as they will need to communicate financial information to other members of staff.

 

Do Accounts Assistants need a degree?

While a degree is not a strict requirement, many employers prefer Accounts Assistants who hold a degree in Accounting, Finance, or a related field.

However, experience in an accounting role and knowledge of accounting principles can also be sufficient.

Some Accounts Assistants may also hold certifications from recognized accounting bodies.

 

What should you look for in an Accounts Assistant resume?

When reviewing an Accounts Assistant resume, check for evidence of strong numerical skills, understanding of accounting principles, and proficiency in accounting software.

Experience in a similar role is also a valuable asset.

Look for candidates who demonstrate strong organization and communication skills, as well as attention to detail.

 

What qualities make a good Accounts Assistant?

A good Accounts Assistant is methodical, accurate, and pays close attention to detail to ensure financial records are maintained correctly.

They should be able to manage multiple tasks and prioritize their workload effectively.

Good problem-solving skills and the ability to work under pressure are also important qualities.

They should also have strong ethics, as they will be dealing with confidential financial information.

 

What are the typical responsibilities of an Accounts Assistant?

An Accounts Assistant typically helps to prepare financial statements, balance sheets, and other financial documents.

They may also be responsible for maintaining financial records, processing invoices, and assisting with budget preparation.

Other tasks can include reconciling bank statements, managing expense reports, and assisting with payroll.

 

Conclusion

And there you have it.

Today, we’ve dissected the intricate role of an Accounts Assistant.

Surprised?

It’s not just about crunching numbers.

It’s about shaping the financial backbone of a company, one transaction at a time.

With our essential Accounts Assistant job description template and real-world examples, you’re ready to make your next move.

But why limit yourself?

Delve further with our job description generator. It’s your ticket to creating precise job listings or refining your resume to perfection.

Remember:

Every transaction forms part of the larger financial framework.

Let’s shape that future. Together.

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