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Open nowPosted 8 hours ago

Rates Account Assistant

Montagu Evans10 open roles

Where
London, United Kingdom
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Your applicationOpen nowRates Account AssistantMontagu Evans · London, United Kingdom

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  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

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The clock on this job

Early applications get read.

13.7% of postings close within 7 days. Measured by our own scanner across the market. Montagu Evans postings stay open a median of 5 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.8%3 days
  3. 13.7%7 days
  4. 22.1%14 days
  5. 37.6%30 days
  6. 59.1%60 days
This job: posted 8 hours ago

Montagu Evans median: 5 days open

The posting

Overview

The Firm

Montagu Evans is a UK property consultancy that helps clients unlock value from complexity, because that’s where the most meaningful opportunities live.

Our purpose is to bring clarity, creativity, and conviction to the complex. We are experts who collaborate to create value, not just preserve it and our team is built for impact, not oversight.

We specialise in high-value, complex assets across the property lifecycle, where political, technical or commercial challenges demand a joined-up approach.

Responsibilities

The Team & Department

This role is to sit within our Advisory Department led by Josh Myerson and comprises 4 Teams:

  • Valuation, Asset and Investment Advisory
  • Development & Strategic Advisory
  • Rating Advisory
  • Residential Valuation Advisory

Advisory comprises of over 130 experts across all three of our national offices.

This role specifically sits within the Rating Advisory team. Montagu Evans’s Rate Management Service is a leading provider of business rates consultancy to UK clients.

The team encompasses consultancy and service; we provide a full rate management and treasury service as well as providing budgeting and liability advice to both landlord and occupier clients in the retail, office, health, industrial and leisure sectors.

We require a Rates Account Assistant for our busy Rate Management Team to assist with the processing of rating notices, to assist in the maintenance of excellent client relationships and to provide consultancy services on the mitigation of rating liabilities.

The role will provide day-to-day support across business rates administration, client service delivery, billing authority liaison, liability management and internal reporting.

The successful candidate will play an important part in ensuring accurate, timely and high-quality delivery for clients. This will include checking and processing rate demands, monitoring liabilities, maintaining records, supporting payment and refund processes, managing correspondence and helping the wider Rating division deliver a proactive and commercially focused service.

Key Responsibilties

  • Checking rate demands for correctness and liaising with Councils where they are incorrect and obtaining new, corrected demands.
  • Updating records on our database (and on any client systems or schedules as appropriate) to reflect changes in occupancy by our clients, amending monthly instalment payments as necessary and obtaining refunds when due.
  • Providing monthly reports to clients
  • Provide assistance and advice to members of the rating department in respect of liability or billing matters
  • Provide advice to clients in respect of liability or billing matters
  • Provide advice to clients in respect of mitigation strategies, to include then managing third party providers on behalf of instructing clients
  • Assisting with the preparation of funding requests or undertaking tasks associated with our treasury function, to include interaction with relevant software platforms
  • To create and maintain records in our firmwide CRM and Financial BIS
  • Assisting with preparation for litigation where appropriate
  • Any additional duties as reasonably requested

Qualifications

Essential

  • 5 GCSE’s A*-C
  • Strong attention to detail
  • High service delivery skills
  • Excellent communicator, both written and verbal
  • Self-motivated
  • Committed and organised
  • Excellent knowledge of Microsoft packages
  • Candidates will be expected to have a good understanding of the current rating system in England and some knowledge of Wales and Scotland including up to date case law and legislation
  • A background in revenues at a local authority will be helpful.

Desired

  • Bachelor's degree in finance or similar
  • Previous experience in an administrative role within an office environment, including maintaining accurate records, managing correspondence and supporting day-to-day team operations.
  • Understanding in revenues at a local authority

Montagu Evans are committed to creating a workplace where everyone feels they belong and has access to equitable opportunities and clear pathways to success.

We welcome applications from all backgrounds and experiences and are proud to be an equal opportunities employer, regardless of any characteristic protected by law.

If you require any reasonable adjustments during the recruitment process, please let us know and we will work with you to support your needs where possible.

Recruitment fees are only payable where Montagu Evans' Talent Acquisition team has formally instructed an agency and agreed terms are in place. All CV's must be submitted through our recruitment portal to qualify as an Introduction. Unsolicited or speculative CVs will be treated as non-fee bearing submissions.

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