Job Description
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 ...