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Sales ledger assistant

Ludlow
Capita Medical Limited
Assistant
£20,000 - £28,000 a year
Posted: 1 October
Offer description

Position: Sales Ledger Assistant

Full time position available, part time considered as minimum of 30 hours

Hybrid working available upon completion of training

Key purpose

The Sales Ledger Team are responsible for the day-to-day management of the Sales Ledger.

This includes raising sales invoices and credit notes, query resolution (fee challenge), and cash allocation.

Responsibilities – the What

* Raising sales invoices on completed cases, in accordance with company guidelines
* Negotiating with customers and raising credit notes, in accordance with company guidelines
* Issuing copy invoices
* Posting customer receipts
* Reconciling the bank account
* Investigating and resolving unallocated cash receipts
* Production of daily and ad-hoc reports
* Dealing with ad-hoc customer queries, both via telephone and email
* Dealing with ad-hoc queries from the credit control team and other internal stakeholders
* Develop effective relationships with customers and internal stakeholders
* Ensure a consistent and high level of accuracy in the work undertaken
* Work to a consistent and high level of productivity, to ensure that the team and the business meet their objectives
* Recognise and act upon exceptions and special requirements

Behaviours – the How

* Take responsibility for delivering an excellent service to all our customers
* Take ownership for each and every invoice or credit note that is processed
* Take ownership for queries from start to completion
* Take ownership of the receipts process from start to completion
* Build good working relationships with internal customers
* Maintain effective and consistent communication channels
* Take ownership of personal development and progression
* Work effectively with others to achieve goals and objectives that deliver results
* Demonstrate a positive, can-do attitude
* Adapt to change and be forthcoming with ideas which bring about improvements

Core Competencies

* Customer service – Standing in the shoes of our clients and customers
* Engagement and communication – Understanding and being understood
* Self-development and commitment to learning – Being the best you can be
* Team work – Working with others to achieve more
* Results focused – Getting the job done
* Change and innovation – Turning good into great

Person specification

Education and qualification

Essential: GCSE C grade or equivalent

Desirable: Customer service NVQ or equivalent Level 2

Desirable: Business administration NVQ or equivalent Level 2

Experience

Essential: Experience of administration within an office environment, ideally in a finance team

Essential: Experienced in dealing with customer queries, both on the telephone and via email

Desirable: Experience of processing sales invoices / credit notes

Desirable: Experience of cash allocation

Desirable: Experience of complaints handling and customer care, and dealing with frequent inbound/onbound telephone calls

Skills and knowledge

Essential: Able to use standard Microsoft packages

Essential: Demonstrates good communication skills,

both verbal and written

Essential: Demonstrates ownership and the ability to plan time effectively to deliver results

Desirable: Has excellent IT skills with experience of data input and retrieval of information

Desirable: Experience of using Sage 200

Desirable: Intermediate excel skills (Pivot, Look-Up)

Behaviour

Essential: Thinks from the customers point of view

Essential: Collaborative approach to team work

Essential: Has a flexible approach and can adapt positively to change

Desirable: Is able to act quickly and decisively

Desirable: Has an adaptive communication style

Desirable: Demonstrates excellent assertiveness and influencing skills

Employee benefits

We offer a competitive benefits package including flexible working arrangements, enhanced maternity & paternity, medical cash plan, company sick pay, 5% matched pension, up to 27 days paid holiday (subject to length of service increments) plus bank holidays on top and option to top up by 5 days per year through our flexible leave scheme.

Vetting

Role conditional on passing employee vetting process which includes a 5 year employment reference check, 3 year financial probity and basic criminal disclosure check.

Equality of opportunity

Kuro Health actively promotes equality of opportunity for all. Diverse perspectives and experiences are important to our success and we welcome applications from all people from all backgrounds with the experience and skills needed to perform this role.

We want to ensure you are not put at disadvantage during our recruitment process because of a disability, condition, or impairment. If you need reasonable adjustment or a change to be made so that you can make your application, please contact us at or via telephoning (enter number) as soon as possible.

We are a Disability Confident Scheme (DCS) employer for candidates with disabilities who meet the minimum selection criteria.

Job Types: Full-time, Permanent

Pay: £23,866.66 per year

Benefits:

* Casual dress
* Company events
* Company pension
* Cycle to work scheme
* Life insurance
* On-site parking
* Sick pay

Work Location: Hybrid remote in Ludlow SY8 1FF

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