Service Charge Analyst

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  • Location: Bristol

  • Reports to: Helen Clarke (Portfolio Services Manager)

General Information

Working within the Portfolio Services team, the role encompasses two key workstreams – service charge administration (acting on behalf of clients as tenants) and service charge recovery (clients as landlord). The successful candidate will also provide support to consultants and other colleagues as required.

Whilst the role is predominately office based, the candidate may be required to conduct site visits and attend meetings with clients and/or third parties (own transportation required).

Key Accountabilities

  • Prepare service charge certificates and budgets
  • Calculate other charges due from tenants (for example, demised electricity)
  • Assist with accounting functions (invoicing, receipts, credit control, banking)
  • Respond to tenant queries
  • Assist with production of monthly and quarterly reports

Service Charge Recovery – Key Tasks

Adherence to and compliance with:

  • Employment legislation
  • All budgeted areas supported and adhered to
  • Meeting contracted hours
  • ISO procedures
  • Correct level of support staff

Other Tasks

  • Reconcile payment information from different sources and produce concise summaries
  • Provide support to consultants on key accounts and specific commissions
  • Assist with data entry/data maintenance in Property Solutions’ bespoke database
  • Review and analysis of transaction listings provided by third parties

Competencies, Core qualities and attributes:

  • Experience of commercial service charges
  • Confident reading leases and other legal documentation
  • Excellent verbal and written communication skills
  • Logical and methodical approach to analysis and problem solving
  • Must enjoy working with figures
  • Intermediate Excel skills
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