At a Glance
- Tasks: Manage payments, keep accounts accurate, and support the finance team.
- Company: Join a dynamic team at Gleeson Recruitment Group in West Bromwich.
- Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Inclusive workplace that values diversity and offers career development.
- Why this job: Be part of a supportive team and make a real impact in finance.
- Qualifications: Experience in finance roles and strong customer service skills.
The predicted salary is between 28350 - 28350 £ per year.
Location: West Bromwich
Salary: £28,350
Working Pattern: Hybrid (1 day per week working from home)
Role Overview
You will be responsible for managing incoming payments, ensuring they are accurately recorded and allocated, and maintaining the accuracy of the sales ledger. The role supports the wider finance team by resolving discrepancies, keeping accounts up to date, and contributing to key processes such as month-end and audit activities.
Key Responsibilities
- Process and allocate incoming payments across systems, ensuring accuracy at all times.
- Record transactions in the ledger promptly, matching them correctly to invoices.
- Keep the sales ledger fully reconciled and up to date.
- Investigate and resolve payment or invoicing issues in collaboration with internal teams.
- Handle BACS and card payments efficiently.
- Contribute to daily finance activities and support the wider team as needed.
- Assist with month-end tasks, including journals and account checks.
- Provide support during internal and external audits.
- Raise invoices and monitor outstanding balances to ensure timely collection.
- Review and clear unallocated cash, ensuring minimal outstanding items.
Key Outcomes / Expectations
- Payments are processed and assigned correctly without delay.
- Queries are addressed quickly and effectively to maintain smooth operations.
- Customer accounts reflect accurate and up-to-date information.
- Cashbook journals are prepared accurately.
- Daily reports are produced and shared with relevant teams.
- Bank and intercompany accounts are reconciled regularly.
- Cash handling processes are controlled, documented, and compliant.
- Potential risks are identified early and appropriately escalated.
- All work adheres to GDPR and relevant regulatory standards.
Skills and Experience
- Previous experience within a cash allocation or similar finance role.
- Confidence in handling complex or high-volume accounts, ideally within retail.
- Strong customer service approach.
- Able to manage multiple priorities in a fast-paced environment.
- Solid understanding of cash management and transaction processing.
- Proactive mindset with a focus on improving processes.
- Good numerical ability and IT skills.
- Knowledge of bookkeeping and general accounting principles.
- AAT qualification is desirable, with an interest in further study.
At Gleeson Recruitment Group, we embrace inclusivity and welcome applicants of all backgrounds, experiences, and abilities. We are proud to be a disability confident employer.
By applying you will be registered as a candidate with Gleeson Recruitment Limited. Our Privacy Policy is available on our website and explains how we will use your data.
Allocations Assistant in West Bromwich employer: Gleeson Recruitment Group
At Gleeson Recruitment Group, we pride ourselves on being an excellent employer, offering a supportive and inclusive work culture that values diversity and encourages personal growth. Located in West Bromwich, our hybrid working model allows for flexibility, enabling you to balance your professional and personal life while contributing to a dynamic finance team. With opportunities for further study and development, we are committed to helping our employees thrive in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Allocations Assistant in West Bromwich
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the hunt for an Allocations Assistant role. You never know who might have a lead or can put in a good word for you!
✨Tip Number 2
Prepare for interviews by researching common questions related to finance roles. Practice your answers, especially around cash management and transaction processing. We want you to feel confident and ready to impress!
✨Tip Number 3
Show off your skills! If you have experience with cash allocation or similar finance roles, be sure to highlight that in conversations. Share specific examples of how you've resolved discrepancies or improved processes in the past.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Allocations Assistant in West Bromwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Allocations Assistant role. Highlight your experience in cash allocation and any relevant finance roles. We want to see how your skills match what we're looking for!
Showcase Your Skills:In your cover letter, don’t just list your skills—show us how you've used them! Talk about specific examples where you've resolved discrepancies or managed payments efficiently. This helps us see you in action!
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate straightforward communication, so avoid jargon and make sure your key achievements stand out. This makes it easier for us to see your potential!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Gleeson Recruitment Group
✨Know Your Numbers
Brush up on your numerical skills and be ready to discuss your experience with cash management and transaction processing. Be prepared to give examples of how you've handled complex accounts in the past, especially in a fast-paced environment.
✨Showcase Your Problem-Solving Skills
Think of specific instances where you've resolved discrepancies or payment issues. Highlight your proactive mindset and how you contributed to improving processes in previous roles. This will demonstrate your ability to handle challenges effectively.
✨Familiarise Yourself with the Role
Make sure you understand the key responsibilities of an Allocations Assistant. Review the job description thoroughly and prepare to discuss how your previous experience aligns with tasks like maintaining the sales ledger and supporting month-end activities.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and how they handle audits and compliance. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
