How do you become an account assistant?

2 Skills and Abilities

To succeed as an account assistant, you need to have a range of skills and abilities. Numeracy and accuracy are essential for performing calculations, checking figures, and spotting errors in financial data. Communication and teamwork are also important for communicating clearly and effectively with accountants, managers, clients, and other stakeholders. Additionally, organization and time management are key for prioritizing tasks, meeting deadlines, and keeping track of multiple projects and documents. Furthermore, computer and software skills are needed for using various accounting software, such as QuickBooks, Sage, or Excel to record, process, and analyze financial information. You should also be familiar with other common office software like Word, Outlook, or PowerPoint.

3 Responsibilities and Duties

As an account assistant, the duties and responsibilities you may be required to perform may vary depending on the type of accounting you work in and your employer. Common tasks could include preparing and sending invoices, receipts, and statements to clients or vendors, recording and reconciling transactions such as payments, expenses, and revenues in the accounting system. Additionally, you may be responsible for assisting with the preparation of financial reports such as balance sheets, income statements, and cash flow statements. Supporting the audit process by providing documentation and information to auditors is also essential. Furthermore, you may be expected to maintain and update financial records and files in accordance with accounting standards and regulations as well as respond to queries and requests from accountants, managers, clients or other parties.

4 Career Opportunities and Salary

According to the U.S. Bureau of Labor Statistics, the median annual wage for bookkeeping, accounting, and auditing clerks, which includes account assistants, was $42,410 in May 2020. The job outlook for this occupation is projected to decline by 6% from 2019 to 2029, due to automation and outsourcing of some accounting tasks. However, account assistants who have advanced skills and experience may have better prospects and opportunities for career advancement. For example, you can pursue further education or certification, such as a bachelor's degree in accounting or a Certified Bookkeeper (CB) credential, to qualify for higher-level accounting positions, such as accountant, auditor, or finance manager.

5 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?