Job Description
Job Title: Finance & Management Assistant
Location: Sutton Coldfield
Reporting to: Finance Manager / Operations Director
Job Purpose:
The Finance & Management Assistant will support the finance and operations functions through efficient financial administration, accurate data entry, and proactive management of records and client onboarding. This role plays a key part in maintaining the financial health and operational compliance of the organization across all areas of activity.
Key Responsibilities:
1. Credit Control Support:
2. Chase overdue invoices in a professional manner.
3. Maintain strong and positive client relationships.
4. Invoice Processing & Record-Keeping:
5. Request and process missing purchase invoices.
6. Maintain accurate and up-to-date financial records.
7. Client Onboarding:
8. Register company details with new clients.
9. Ensure all onboarding documentation and compliance requirements are met.
10. Financial Administration & Bookkeeping:
11. Assist with general bookkeeping tasks.
12. Enter financial data accurately into accounting systems.
13. Policy & Compliance:
14. Review and update ...