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Finance assistant

York (North Yorkshire)
Lucy Walker Recruitment
Finance assistant
Posted: 13 June
Offer description

We are recruiting for a Finance Assistant (Maternity Cover) for one of our prestigious North Yorkshire based clients.

This is a pivotal role for the organisation/education body, and you will be required to ensure that all accounting processes within the parent and pupil ledgers are implemented to meet the termly timetable of billing parents, to record and monitor payments and receipts and follow up on aged debtors.

This role involves significant parent contact and so, along with numeracy and organisational skills, strong customer service skills are essential.

Monday to Friday 9.00am until 5.00pm all years round.

Free onsite parking.

We are looking at a start date of 30th June 2025.

If you have previous finance experience, across credit control, or working with a sales ledger and generalist finance processing this could be a fantastic opportunity for you to explore. Please send us your CV today to be reviewed.

Key duties and responsibilities:

Manage termly fee run producing accurate invoices
Maintain accurate records of scholarships, bursaries etc
Accurately record the payment of fees on the ledger.
To process direct debits and standing order payments and to post these onto the system.
Respond to financial queries and/or manage debt recovery plans.
Produce final accounts for those pupils who have left.
To liaise with the Admissions and Marketing Department regarding new pupils and to ensure deposits and new pupil data are recorded accurately.Skills & Knowledge:

Good level of numeracy (educated to GCSE including Maths and English (Grade A-C);
Excellent communication and interpersonal skills
Excellent customer service standards
Strong administration skills
Ability to maintain absolute discretion and maturity in handling sensitive/confidential data
Excellent attention to detail
Effective team player with a 'can do' attitude
Experience of bookkeeping.
Previous experience in a similar role preferable

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