Senior Business Migration Account Assistant (offboarding) Job at Wakefield WF Full Time

The experience expected from applicants, as well as additional skills and qualifications needed for this job are listed below.

This role plays a key part in managing the financial offboarding process for residential property portfolios, ensuring smooth and compliant transitions between managing agents.

You will take ownership of the end-to-end financial handover process for assigned properties, working closely with internal departments, clients and external stakeholders to ensure accurate financial reporting, timely reconciliations and minimal post-handover queries.

This is an excellent opportunity for someone with strong service charge accounting experience who enjoys process management, stakeholder engagement and working within a fast-paced environment.

ROLE EXPECTATIONS This role requires strong reconciliation skills, excellent attention to detail and the ability to manage multiple priorities simultaneously.

You will be expected to work to strict deadlines while maintaining accuracy across financial records, client balances and reporting.

The successful candidate will be proactive, solutions-focused and confident communicating with a wide range of stakeholders both internally and externally.

WHAT SUCCESS LOOKS LIKE Youll be successful in this role if: Financial offboarding processes are completed accurately and on time Handover queries are minimised through strong preparation and organisation Client money transfers and reconciliations are completed compliantly Stakeholders receive clear communication and high levels of support Process improvements are identified and implemented effectively Internal teams trust your attention to detail and technical capability HOW YOULL SPEND MOST OF YOUR TIME Most weeks, youll be: Managing the end-to-end financial offboarding process for assigned properties Preparing final reconciliations and handover reporting Managing client money transfers and audit trails Liaising with property managers, clients and incoming agents Resolving financial discrepancies and responding to queries Monitoring accounts payable and receivable linked to offboarding properties Maintaining accurate financial records and system updates Supporting process improvements across the business migration function Providing guidance and mentoring to junior offboarding assistants WHO THIS ROLE IS FOR This role suits someone who: Has strong service charge or property accounting experience Enjoys working in a structured, process-driven environment Can confidently manage multiple deadlines and priorities Communicates professionally with clients and stakeholders Has excellent attention to detail and organisational skills Takes ownership and works proactively to resolve issues EXPERIENCE THAT HELPS Service charge or property accounting experience Strong reconciliation experience Understanding of TPI guidelines and Right to Manage processes Advanced Excel skills Knowledge of accounting systems such as Propman Strong stakeholder management experience Accounting qualification or qualified by experience advantageous WHAT WE OFFER Competitive salary, aligned to experience Discretionary bonus Hybrid working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Paid sabbaticals as a loyalty reward Pension scheme and employee assistance programme Discounts across travel, retail, fitness and entertainment ABOUT RENDALL & RITTNER Rendall & Rittner is one of the UKs most established and highly accredited residential leasehold property management companies, managing over 90,000 homes nationwide.

Founded in 1990 on the belief that property management should be more professional, transparent and customer-focused, those principles still drive how we operate today as a founding partner of Odevo.

We are people-led and technology-enabled, investing heavily in our teams, systems and continuous improvement.

Our standards are recognised through Investors in People Platinum, regulation by RICS and the FCA, and multiple industry awards, including Property Manager of the Year and Managing Agent of the Year.

HOW WE HIRE Initial conversation with our talent team Interview focused on technical capability, organisation and stakeholder management We aim to complete the process within two to three weeks and communicate clearly throughout.

INTERESTED? xhkmmrq Apply with your CV.

All applicants must be eligible to live and work in the UK.

Documentary evidence of eligibility will be required.