Accounts Assistant in Bournemouth

TeamJobs is excited to partner with a well-established organisation within the Charity sector to find a dedicated and passionate Accounts Assistant to join their team in Ferndown. This is a fantastic opportunity for candidates eager to contribute to the charitable sector and be part of a supportive and impactful organisation.

Responsibilities:

1. Manage and maintain customer accounts, including creating new accounts and invoices using the accounts package (Quickbooks).
2. Monitor customer accounts, chase late payments, and manage debtor follow-ups.
3. Reconcile business card and DSS bank account transactions.
4. Handle online payments, including top-ups and authorising receipts on the portal.
5. Maintain accurate digital customer records and update the spreadsheet.
6. Use cloud-based software for tasks such as sending contracts, updating NHS capacity trackers, and managing customer portals.
7. Liaise with internal teams and customers to collect necessary information for invoicing and contract management.
8. Support administrative tasks such as document creation, filing, and communication, ensuring smooth office operations.

Requirements:

1. Strong Excel, data entry, and spreadsheet experience.
2. Experience with Quickbooks.
3. Great written and verbal communication skills.
4. Proficiency in MS Office packages (Outlook, Word, etc.).
5. Up-to-date DBS (This is not a must).

Benefits:

1. Annual Leave - 25 days plus Bank Holidays.
2. Pension - Peoples Partnership / Long service.
3. Employee Assistance Programme.
4. Employee Discounts.