Accounts Assistant Job Description: Top Duties and Qualifications

Your job description is the first touchpoint between your company and your new hire. With millions of people searching for jobs on Indeed each month, a great job description can help you attract the most qualified candidates to your open position. To get you started, here are some tips for creating an effective job description.

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Accounts Assistant job title

A great job title typically includes a general term, level of experience and any special requirements. The general term will optimize your job title to show up in a general search for jobs of the same nature. The level of experience will help you attract the most qualified applicants by outlining the amount of responsibility and prior knowledge required. And if your position is specialized, consider including the specialization in the job title as well. But avoid using internal titles, abbreviations or acronyms to make sure people understand what your job posting is before clicking.

  • Accounting Assistant
  • Accounting Clerk
  • Accounts Clerk
  • PT Accounts Clerk
  • PT Accounting Assistant
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Accounts Assistant Job Description Examples:


Example 1

HUB International Commercial Account Associate Saskatoon Full time Industry Insurance Date posted June 01, [phone number]Starting Date May 31, [phone number]Preferred Skills Business Analytics Data Analysis Verbal Communication Written Communication Sketch (Design Software) Information Technology (IT) Problem-solving Decision-making Planning Customer Relationship Management (CRM) Market Research Field of Education Business & Management Studies Level of Education Bachelors HUB International We advise businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy. Job Summary HUB International is Saskatchewan’s largest insurance brokerage and is dedicated to helping business and individuals evaluate their risks and manage their insurance needs. The Commercial Account Associate assists the Account Manager with the preparation of information to be submitted to the Marketing Department and/or the Prospect/Client. What you’ll do Duties included are, but not limited to: Interacting with Account Manager to assist in assembling renewal information or for making changes to policies throughout the year as received from the Account Manager. Tracking expiry lists for the Account Manager and invoicing on straight renewal accounts. Preparing information to be submitted to the Marketers to obtain new es, assembling the information into a presentation format for the Attend meetings with the Account Manager on new or renewal business when required. What we offer you We are offering: A permanent full-time career, starting as soon as possible at our Saskatoon location. Experience maintaining client and insurer relationships. The next step in your career to gaining hands-on experience in understanding and servicing the complex insurance requirements of our most valuable clients. What we're looking for Accomplishments Needed: Completion of CAIB 1 and 2 is required. Current knowledge in all aspects of commercial property and proficient computer skills with Broker Management Software Systems is required. The ability to multi-task and interact in a professional manner with clients and colleagues.

Example 2

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute. To learn more about CIBC, please visit [website] Job Description Business UNIT Description Our team provides finance, admin, compliance, and various infrastructure support service to CIBC Sydney Branch. Our primary mission is to improve the client experience and shareholder value through insight, analysis, and best-in-class execution. Our bank relies on this to serve our clients, make better decisions, plan for the future, and effectively manage its balance sheet and business as a whole. We strive to put clients first, get it right, get it done quickly, and add value in everything we do. JOB Purpose The successful applicant will assist the IBOR project in the region. KEY Accountabilities Review UAT results of downstream finance reports in scope for LIBOR transition project leveraging on group’s verification and assurance on calculation and GL output. Act as the liaison between the APAC finance teams, technology and support teams in relation to UAT activities of LIBOR transition project. Escalate issues and risks appropriately and communicate defects/open issues and drive resolution of defects Understand and analyze finance requirements Engage with project team, IT, operations and finance/business functions to communicate test results and performance Interact with multiple teams to ensure UAT outcomes are in line with business requirements Actively participate in UAT meetings Document testing outcomes, failure reasons, discussions, decisions made for historical tracking purposes Other duties as assigned Knowledge AND Skills Bachelor’s degree in Finance Experience in Banking industry Project experience and familiarity with testing methodology Experience with finance systems and software is a plus Strong communication skills and ability to be proactive and collaborative with multiple teams based in different time zones Ability to quickly understand key business requirements and workflows Ability to organize, coordinate and prioritize day to day workloads Ability to work effectively independently and within a team environment JOB Ability to work with minimal supervision and to tight deadlines Strong attention to detail and accuracy Ability to follow strict procedures Prioritize and manage multiple tasks High degree of flexibility and creativity in order to adapt to a constantly changing business environment Attributes Committed Accuracy Efficient Responsible Results orientated Comfortable working in a small team environment Special Considerations Ability to use Microsoft Office Applications will be preferred: Excel, Word What You Need to Know CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation during the application or interview process, please contact You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit Expected End Date [phone number]12-31 Job Location 1 Macquarie Place,Suite[phone number]Employment Type Temporary (Fixed Term) Weekly Hours 38

Accounts Assistant job summary

A great job description starts with a compelling summary of the position and its role within your company. Your summary should provide an overview of your company and expectations for the position. Outline the types of activities and responsibilities required for the job so job seekers can determine if they are qualified, or if the job is a good fit.

Example of an Accounts Assistant job summary

Our company is looking for an accounts assistant to support the CFO and other members of the accounting team with day to day operations. The successful candidate will possess exceptional organizational and time management skills, and experience working successfully in a fast-paced environment. Responsibilities will include maintaining daily worksheets and general ledger system, maintain and complete files and records as needed, assist with accounts payable and receivable duties, and provide general administrative support to management team and accounting department personnel. Must possess excellent communication and interpersonal skills, and strong attention to detail. Applicants with experience and familiarity in a similar role are strongly encouraged to apply.

Accounts Assistant responsibilities and duties

The responsibilities and duties section is the most important part of the job description. Here you should outline the functions this position will perform on a regular basis, how the job functions within the organization and who the job reports to.

  • Process bills for payment
  • Process vendor invoices
  • Maintain files and electronic records
  • Perform administrative tasks as needed
  • Update and maintain accounts database
  • Track and resolve accounting problems and discrepancies as needed

Accounts Assistant qualifications and skills

Next, outline the required and preferred skills for your position. This may include education, previous job experience, certifications and technical skills. You may also include soft skills and personality traits that you envision for a successful hire. While it may be tempting to include a long list of skills and requirements, including too many could dissuade qualified candidates from applying. Keep your list of qualifications concise, but provide enough detail with relevant keywords and terms.

  • QuickBooks experience
  • Associate or Bachelor’s degree
  • Strong Microsoft Office skills (Outlook, Excel, and Word)
  • Knowledge of integrated accounting software
  • Calm under pressure
  • Available to work full time
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Job Description Examples

Need help writing a job description for a specific role? Use these job description examples to create your next great job posting. Or if you’re ready to hire, post your job on Indeed.

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