Responsible for supporting valuation and invoice management processes to ensure accurate reporting, efficient project tracking, and timely billing.
Preparing and formatting valuation reports, maintaining project planners to monitor workflow status, and supporting quarter-end reporting and database updates.
Ensuring the accuracy and completeness of invoicing by preparing templates, conducting month-end checks, and organizing financial documentation, including purchase orders and invoices, within client file systems.
Requirements
Educated to A-level standard or equivalent; a degree in Business, Finance, Real Estate, or a related discipline is advantageous.
Previous experience (1–3 years) in an administrative, operations, or finance support role.
Experience in invoicing, project coordination, or reporting within a professional services environment is desirable.
Excellent Attention to Detail – Ensures accuracy across reports, invoices, and data management tasks. Able to work with different currencies (GBP, EUR, USD and CNY)
Strong Organisational Skills – Able to manage multiple instructions and maintain accurate tracking of project statuses.
Time Management & Prioritisation – Capable of meeting and prioritizing work deadlines, particularly during month-end and quarter-end periods.
Administrative & Coordination Skills – Confident in handling documentation, maintaining trackers, and organising client records.
Analytical Skills – Able to review data for completeness and identify discrepancies.
Effective Communication Skills – Works collaboratively with internal stakeholders to support valuation and invoicing processes.
Process-Driven Approach – Comfortable following structured workflows and procedures.
Problem-Solving Ability – Proactively identifies and resolves issues related to data, invoicing, or reporting.
Proficient in Microsoft Excel (including data tracking and basic analysis).
Strong working knowledge of Microsoft Office (Word, Outlook).
Experience using SharePoint or similar document management systems.
Ability to format reports and produce professional PDF documents.
Familiarity with database systems or financial/invoicing tools is advantageous.
Benefits
Primarily remote, home-based working environment.
Occasional in-person attendance required for training sessions, team meetings, or company events.