Finance Assistant

Job Purpose

Providing support to the finance team, by processing all administrative processes required within the organisation to maintain the Sales and Purchase Ledger accounts.

JOB DETAILS

• Office based, in Newtown, Wales
• Monday – Friday, 8:30 – 17:00 (37.5 hours)
  
  

Responsibilities

Sales Ledger & Credit Control

• Checking and Producing sales invoices and credits
• Updating sales contracts for both new and existing Customers, Reviewing renewal contracts and updating accounts accordingly;
• Taking and Processing credit card payments;
• Processing of direct debit forms and direct debit notifications;
• Bank reconciliations
• Sending statements to customers;
• Communicating with customers via email to answer queries;
• Communication with customers via telephone to chase overdue debts
  
  

Purchase Ledger

• Check all incoming invoices and enter into Microsoft Dynamics;
• Send invoices for approval;
• Approval of engineer invoices;
• Check supplier/installer statements;
• Request purchase credits and ensure they are received and processed;
• Prepare remittance advice notes for emailing;
• Ensure supplier and installer contact and account information is up to date and recorded accordingly;
  
  

General

• Maintain and develop relationships with colleagues, customers and suppliers;
• Dealing with high levels of calls and emails in a timely manner
• Assist with any other finance tasks required;
  
  

About You

• Excellent communication and organisational skills, both verbal and written;
• Attention to detail;
• Good IT skills, which must include Excel and other Microsoft packages;
• Excellent time keeping;
• Ability to work both independently and as part of a busy team.
• Previous experience working within a busy financial role is preferred however not essential as full training will be provided.
  
  

Are you interested in this role with Quartix?

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