Account Clerk Job Description: Top Duties and Qualifications

An Account Clerk, or Bookkeeper keeps financial records up to date and helps prepare their clients’ accounts. Their primary duties include handling invoices, receipts and payments, assisting with the preparation of annual statements and other financial reports and providing administrative support to Accountants.


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What does an Account Clerk do?

An Account Clerk does the billing and accounting functions for organisations. They also provide support for Accounts Receivable, Accounts Payable and reconciliations. They may also perform Cashier’s functions by verifying receipts and deposits, preparing and maintaining financial records. They create and circulate financial reports to the departments within an organisation. 

Account Clerks usually work alongside an Accountant in a larger company, or they may work for bookkeeping company and handle several clients. They may collaborate with Managers, Accountants and Auditing Clerks, though they often work independently. 


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Account Clerk Job Description Examples:


Example 1

A new opportunity has arisen for an accounts clerk to join our family-run Wastepaper recycling business based in North Manchester. This new role has arisen thanks to our continued growth and our expanding customer portfolio. The role is based on a 4 day working week with working hours on these days of 08:00 to 16:00 (32 hours). However with our continued growth this could increase with consultation with the successful candidate. The role will involve regular customer interaction as well as the use of multiple computer programmes including Xero, Excel & our Client relationship manager. *Hours* 08:00-16:00 (4 days) *Responsibilities and Duties* You will assist & support the accounts controller in their duties relating to all aspects of the company’s finances & accounts. Your other will include:
  • Customer query resolution
  • Data entry to ensure all company records are kept current
  • Enhancement on site filing & storage by checking/filing & monitoring all office paperwork
  • Utilise & enhance paperwork systems on site to improve our efficiency *Qualifications and Skills *(Required)
  • Significant experience of Xero & proven ability in Excel
  • Organised & methodical approach
  • Proven record of being punctual & reliable
  • Experience of customer interaction *Benefits* Competitive rates of pay including x1.5 rate for Saturday overtime Enrolment into Work Place Pension (NEST) 28 days Annual Leave (including Bank Holidays) – pro rata application where applicable. No Bank Holiday working (unless by advance agreement) Part-time hours: 32 per week Job Types: Part-time, Permanent Salary: From £10.00 per hour Benefits: * On-site parking Schedule: * 8 hour shift COVID-19 considerations: We supply additional COVID-19 PPE & our site has been adjusted to assist social distancing. Application question(s): * Please confirm your Excel competency level (using guide below): Basic - I can use for data entry Intermediate - I can create spreadsheets & use/understand multiple features Advanced - I can write detailed calculations, set up complex sheets & understand most functions. Advanced + - I can write & work on Macros &/or use Excel to help with other work requirements. Experience: * Xero Software: 1 year (preferred) Work remotely: * No
  • Example 2

    *Accounts & Sales Ledger Clerk required for very busy Independent Oxfordshire business.* Competitive wage structure including pension and benefits. Preferred (but not essential) full UK driving license. Ongoing training and development opportunities to progress within the business. Full in depth training will be provided therefore must be a good learner. *Main Duties: * Raising and checking sales prices and invoices Receiving and allocating payments Running monthly client statements Dealing with customer queries Filing and checking sales invoices and tickets Checking limited purchase invoices Data entry *Ideal candidate will have the following: * Must have a great telephone manner and have a modern and forward thinking towards customer services. Good eye for detail Have a good level of literacy and numeracy. Good communication skills Highly organised and deadline focused Good excel skills *Details* 20 days paid holiday plus bank holidays Please call us on 01235 521251 and speak to Stuart Lodge. Job Type: Part-time permanent Salary: competitive & negotiable Job Type: Part-time COVID-19 considerations: COVID safe working environment Reference ID: RAD-ACC0621 Part-time hours: 25 - 30 per week Expected start date: 19/07/2021 Job Types: Part-time, Permanent Salary: per year Benefits: * Casual dress * Company events * Company pension * Employee discount * Flexible schedule * On-site parking Schedule: * Monday to Friday COVID-19 considerations: COVID safe working environment Work remotely: * No

    Example 3

    *Company description* We are a family run business distributing to the Heating, Ventilation & Air Conditions (HVAC) industry. *Job description* L&B Ventilation Supplies are seeking an experienced Accounts Clerk to join our team. The role will be a full-time contract, Monday to Friday with salary dependant on experience. Accounting Clerk Job Duties: Imputing supplier and customer invoices Bank and credit card reconciliations Supplier statement reconciliations and queries Updating supplier pricing files Entering payments Compiles reports relating to all aspects of the business. Processing paperless invoices via cloud storage system Essential: Experience in Accounting Software Experience in Microsoft software Experience with bookkeeping, Knowledge of accounting terminology, Experience with different filing systems, Administrative skills Knowledge of accounting rules and legislation Application deadline: 01/07/2021 Expected start date: 01/07/2021 Job Types: Full-time, Contract, Permanent Salary: Dependant on experience. Schedule: Monday to Friday Experience: Must have accounting experience, knowledge of Accounting Software. Application deadline: 01/08/2021 Expected start date: 01/08/2021 Job Types: Full-time, Permanent Salary: per year Benefits: * Company pension * Flexible schedule * On-site parking * Sick pay Schedule: * Day shift * Monday to Friday Experience: * bookkeeping: 1 year (preferred) Work remotely: * No

    Account Clerk duties and responsibilities

    Account Clerks can work as freelancers or work for an organisation on a part-time or permanent basis. Some of their day-to-day duties and responsibilities include:

    • Handling sales invoices, receipts, income and payments
    • Preparing financial statements to reflect income and expenses
    • Completing tax returns, such as value-added tax returns
    • Assisting with the preparation of annual statements
    • Performing credit checks on the organisation’s new clients and business partners
    • Reconciling bank statements and the general ledger
    • Performing administrative duties, including filing, photocopying and taking minutes during meetings 
    • Calculating and entering expenditures


    Account Clerk skills and qualifications

    Account Clerks need to have a thorough understanding of accounting and bookkeeping practices. They also need to have outstanding communication skills. A successful Account Clerk candidate will have various prerequisite skills and qualifications that include:

    • Proficiency in commonly-used general and accounting software packages, including spreadsheet and word processing software
    • Ability to collaborate with others, but also independently when required
    • Attention to detail and accuracy
    • Ability to adapt quickly to changing circumstances
    • Excellent customer services skills
    • Outstanding maths skills
    • Ability to maintain and improve business and client relationships
    • Excellent organisational and administration skills


    Account Clerk experience requirements

    Account Clerks typically have between one and three years of experience in a data entry, business-related or clerical position. Junior positions may require a year of experience in bookkeeping or general office work. Some employers may accept candidates without experience, but candidates must complete training on accounting concepts. Some general office administration experience is also helpful. 


    Account Clerk education and training requirements

    Entry-level positions require a General Certificate of Secondary Education (GCSE) with maths, business studies and economics. More senior positions may require candidates to have a level 2 college certification in bookkeeping or accounting. Some employers prefer candidates who have completed an apprenticeship in accounting and finance. Some organisations employ candidates as Administrative Assistants before allowing them to become Account Clerks. 


    Account Clerk salary expectations

    According to Indeed Salaries, the average salary for an Account Clerk in the UK is £20,264 per year. This figure varies depending on factors including the years of experience required, the company and its location. 


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    Account Clerk job description FAQs


    Do Account Clerks have different responsibilities in different industries?

    The size of an organisation will determine the specific duties and responsibilities of an Account Clerk. In smaller organisations, Account Clerks will perform a broader range of responsibilities. In larger organisations, Account Clerks may only work in one or more specific areas of accounting, such as billing, payroll or accounts receivable or payable. 


    What is the difference between an Account Clerk and an Account Assistant?

    Both Account Clerks and Account Assistants make entries in an accounting system based on specific accounting functions, such as payroll or accounts payable. Account Clerks may reconcile bank statements, process payroll and create invoices to clients. Account Assistants may have similar functions, but may also be involved in the  monitoring of the organisation’s budgets, handling of insurance claims and interacting with customers via phone or email. Account Assistants are usually more qualified and experienced than Account Clerks.


    How can you make an Account Clerk job description stand out?

    To make your Account Clerk job description stand out, provide details of the duties and responsibilities associated with the position. You must also include details of your preferred experience and qualifications. You must also indicate if the position is full-time or contract. For contract positions, make sure to specify the working hours. It’s also important to mention whether you will provide training for the chosen candidate. 


    What should you look for in an Account Clerk's CV?

    You can consider CVs that list any education, training and experience that applies to the position advertised. At a minimum, candidates for an Account Clerk position need to have excellent maths, organisational and administrative skills. For more senior Account Clerk positions, you may prefer candidates with relevant qualifications or experience.

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