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- Tasks: Support our finance team by managing contracts, invoicing, and client communications.
- Company: Join a dynamic company that values organisation and attention to detail.
- Benefits: Enjoy a company pension and free on-site parking.
- Why this job: Be a key player in ensuring smooth financial operations and make a real impact.
- Qualifications: Experience in finance admin, strong organisational skills, and proficiency in Sage.
- Other info: Full-time, permanent role with opportunities for growth.
The predicted salary is between 30000 - 42000 £ per year.
We are looking for a highly organized and detail-oriented Finance Administrator to join our team. This role provides essential administrative support to our Credit Controllers and ensures the smooth operation of financial processes. You will be responsible for maintaining accurate records, processing contracts, issuing invoices, and managing client communications in line with company procedures.
Key Responsibilities- Contract Processing: Handle contracts received from assessors via email and ensure accurate documentation.
- Account Setup: Create customer accounts in Sage and maintain up-to-date records.
- CRM Management: Set up CRM records including terms of engagement, instructions to assessor, CRM sheets and supporting documents.
- Digital File Creation: Organize digital files containing all relevant documents and photos.
- Invoicing & Commission Packs: Raise service fee invoices and prepare commission packs.
- Credit Control Support: Assign files to credit control ledgers and assist with monitoring receipts.
- Client Communication: Send welcome letters, welcome packs, and invoices via CRM email in accordance with company timelines.
- Reporting: Compile reports and provide data as requested by the department.
- General Support: Carry out any other duties required by the business.
- Proficient in Sage and comfortable managing financial data.
- Strong organizational skills with the ability to manage multiple tasks.
- Excellent written and verbal communication skills.
- Familiarity with CRM systems and Microsoft Office (Excel, Outlook).
- Ability to handle sensitive financial information with discretion.
- Previous experience in an administrative or finance support role, ideally within a credit control or finance team.
Benefits: Company pension, Free parking, On-site parking
Experience: Administrative: 1 year (preferred)
Work Location: In person
Finance Administrator in Bromsgrove employer: Corporate Commercial Surveyors Ltd
Contact Detail:
Corporate Commercial Surveyors Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Administrator in Bromsgrove
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for a Finance Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of Sage and CRM systems. We want you to feel confident discussing your experience with financial data management and how you can support our Credit Controllers effectively.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple tasks in previous roles. This will demonstrate that you're the detail-oriented candidate we're looking for.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you're genuinely interested in joining our team and contributing to our financial processes.
We think you need these skills to ace Finance Administrator in Bromsgrove
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in finance administration and any relevant skills. We want to see how your background aligns with the role, so don’t be shy about showcasing your organisational skills and familiarity with Sage!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Finance Administrator role. Be sure to mention your attention to detail and any previous experience with client communications or contract processing.
Showcase Your Communication Skills: Since this role involves a lot of client communication, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional – we love a well-structured application!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Corporate Commercial Surveyors Ltd
✨Know Your Numbers
Brush up on your financial terminology and processes, especially those related to contract processing and invoicing. Being able to discuss how you’ve handled financial data in the past will show that you’re not just familiar with the role but also ready to dive right in.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects simultaneously. Use specific instances where your organisational skills made a difference, like streamlining a process or improving record-keeping. This will resonate well with the need for detail-oriented work in this role.
✨Familiarise Yourself with Sage and CRM Systems
If you haven’t already, take some time to get comfortable with Sage and any CRM systems you’ve used. Be ready to discuss your experience with these tools and how you can leverage them to support the finance team effectively.
✨Communicate Clearly and Confidently
Since client communication is key, practice articulating your thoughts clearly. Prepare to discuss how you would handle client queries or issues, ensuring you convey professionalism and confidence in your communication style.
