Credit Controller and Finance Administrator

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 tasksSkills 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 changesMeridian is acting as a recruitment agency for this role

Ad ID: 5416911235