Newinvisible AI for interviewsTry Cue
Featured

Part Time - Accounts Assistant

The Coast Partnership Ltd

This is a part time role (approx 15 hours per week).

To provide administrative support to the Account Manager and Team, ensuring a high-level service is provided within the accounting function.

Person Profile

  • A motivated individual who can work within a team or alone. With a high-level understanding of Excel, the person must be comfortable working with numbers and attention to detail.
  • They must be a skilled communicator, ensuring clients and internal queries are managed.
  • They must have a flexible approach and be efficient meeting deadlines.
  • Job Specific Functions
  • Generate invoices, proformas and credit notes on Xero.
  • Generate application for payments and portal submissions.
  • Data entry onto Excel worksheet invoice/application values.
  • Credit checks on new customers provided by Sales Department.
  • Set up new customers on Xero and update Collabit with Accounting information.
  • Set credit limits based on online credit check.
  • Reconcile Bank transactions on Xero
  • Manage filing of remittances.
  • Liaise with Sales Team and customers re queries and/or disputes and/or missing information
  • Chase debts over credit terms by telephone and/or email and letter.
  • Agree actions required by others and time deadlines to ensure that issues affecting payment are dealt with in a timely manner.
  • Produce monthly statements
  • Fulfil all customer requests for copy invoices, back-up paperwork or other documentation.
  • Pay by phone parking for engineers
  • Take Visa payments.
  • Purchase Ledger Cover
  • Reconcile Xero invoicing/applications with worksheet at month end when necessary.

The role is available immediately for interview.