経理事務はどんな仕事?未経験でも働ける?

事務職の中でも、特に専門的だとされるのが、経理事務の仕事です。

といっても、わからない人にとっては、仕事内容などは全くわからないことが多いでしょう。

では、経理事務の仕事内容はどんなものでしょうか。未経験者でも働けるのでしょうか?

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そもそも経理事務とはどういう事務?

経理事務とは、いくつかある事務職の中でも、特に経理に特化していたり、経理の仕事を中心とした事務を指します。

特徴的なのは、大体の事務の仕事にも、経理の知識が必要だということでしょう。

ただ、その中でも経理に特化していない人は一般事務とされたり、経理や企業の金銭的な管理を行う人は経理事務とされ、どのくらい専門性があるかどうかによっても、肩書や仕事内容が変わることが多いのです。

基本的に、経理事務は簿記を中心に行い、会社の金銭の出納や金銭的な管理、将来的な企業の成長などに役立つ記録をつけていきます。

また、毎月月末、四半期決算、半年決算、年度末決算など、一定期間の終わりには決算を出します。決算とは、企業や所属する部署が特定の期間に、どのくらい利益を出したり、経費を使っているかなどを発表することです。

こういった事務は、基本的に経験が重視されます。とはいえ、未経験者でも採用されないというわけではありません。

ただ、必要な知識を身に着けておかないと、採用される可能性は少なくなるため、その点だけはしっかり把握しておかなくてはなりません。

経理事務のメインの仕事は金銭の出納

経理事務のメインのお仕事は、金銭の出納とそれに伴う記録をつけることです。

基本的に経理事務の場合、大体の企業の仕事の中でも金銭的な出納、つまりお金を支払ったかどうか、支払いをきちんと確認するなどの仕事がメインになります。

そして、その記録をつけ、一定期間の終わりには、決算といってそれぞれ取りまとめた数字を公表する事になります。

この場合、基本的に複式簿記という形で記録をつけます。これは、簿記という企業の専門的なお金の出納の記録の付け方で、単純に出ていったお金と入ってくるお金だけをつける家計簿の、もっと難しいものになります。

この複式簿記は、更に工業簿記や農業簿記など、それぞれ専門的な簿記のルールがあることもあります。勤務先によっては、専門的な簿記の分野の知識や技術があると、有利とされることもあるでしょう。

また、それに付随する業務として、銀行に代金の支払いや振り込みに行ったりすることもあります。そして簿記は、今はパソコンソフトを使うことがとても多いので、ソフトの操作ができることも重要なポイントです。

経理事務といってもそれ以外の仕事も関わる

また、経理事務という仕事ではありますが、仕事内容が多岐にわたることもあります。

ひとつは、一般事務です。一般事務の仕事というのは、単純に電話応対やメール対応、来客応対や書類作成などを指します。

一般的な事務のスキルがあること、それにプラスして簿記や経理、決算の知識が必要なのが経理事務ですから、一般事務のスキルがあることは、当たり前のことでもあるのです。

次に、総務事務です。中小企業の場合、経理と総務を行う人は、一緒ということも多いでしょう。例えば、総務として社内の環境を整えたり、必要な物品を揃えたり、給料の計算をしたりということも関わってきます。

大手企業で、総務部・経理部などと分かれているところは、それぞれの部署が専門的ですが、小さな支店や中小企業の場合、経理・総務などの仕事が混合していることも少なくありません。

また、一般的なコミュニケーション能力も、重視されます。これは、必要な領収書を渡すように営業の人にお願いしたり、電話応対で必要な話ができるなどのことを指します。

黙々と作業するだけの事務というのではありませんので、注意してください。

未経験者でも経理事務になれる?

経理事務というと、普通の事務職よりも、ちょっとだけ専門的になる傾向があり、一般的な事務よりもお給料が高いことが多いのです。

このため、どうしても専門的な知識が必要になり、また未経験者の場合は採用されにくい傾向があるでしょう。

未経験者になると、どうしても簿記経理の経験がなく、また専用のソフトを使ったことがないなどの理由から、必要なスキルがないと判断されて落とされることが多いのです。

ただ、それでも全く採用されないわけではありません。例えば、これまで一般事務でちょっとだけ簿記をやってきたとか、他の事務の経験があるという場合は、未経験者でも採用される可能性があります。

また、接客応対や電話などのスキルがあると判断されると採用されやすいため、接客やコールセンターなどでの勤務経験も役に立つでしょう。

とはいえ、経理事務の基本となる簿記の知識やスキルは、とても重視されます。

簿記の知識やスキルがあるとアピールできるよう、資格を取ることがとても重要です。資格が無いとそもそも話にならない、という企業もあるくらいなのですから、簿記の資格はマストでしょう。

最後に

経理事務は事務仕事の中でも専門的で、一定の知識が必要になります。

このため、未経験者では少々難しいかもしれませんが、それでも資格をとって知識があることをアピールすれば、少しでも有利になるかもしれません。

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