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
JBRP1_UKTJ