My client, a local professional services company are currently seeking an experienced Credit Controller and Financial Administrator for their Newton Abbot based offices.
Job description:
Accessing the Bank Account for receipts and allocate them on the ledger throughout the da
Allocating all payments received onto the accounts software (Sage)
Updating standing order payments spreadsheet to ensure no payments are missed or stopped
Follow up on any discrepancies with payments (under and overpayments etc)
Deal with fee queries
Send monthly statements
Deal with telephone calls and emails throughout the day
Contact clients by phone, email and letter
Monitor Accounts Admin inbox throughout the day
Take card payments
Enter purchase ledger invoices into the software
Assist the Practice Manager with supplier BACS payment summaries
Purchase ledger administration, ensuring all supplier details are up to date and payment terms set up correctly
Banking and posting client cheques/cash on a weekly basis
Corresponding with Partners on client account concerns and issues
Providing effective support to colleagues, managers and Partners
Assist annually with the Professional Fees Insurance (PFI)
Supporting the Finance Manager and Partner as required with tasks
Skills and experience:
3 years or more experience in a credit control role required
Previous experience in the finance industry is desirable
Ability to establish and maintain good client relationships, both internally and externally at all levels
Ability to reconcile complex accounts and have excellent attention to detail
Competence in Microsoft Office suite (Excel and Word), Sage or other accounting software programmes
Prior experience with systems including invoice discounting
Experience with CCH is desirable (accounts production software)
Calm, confident manner to handle potentially uncomfortable conversations
Good time management, self-organisation, and planning skills
Strong communication skills, both written & verbal
Strong attention to detail To be friendly and approachable
To be flexible and able to adapt to changes
Meridian is acting as a recruitment agency for this role
TPBN1_UKTJ