Credit Controller and Finance Administrator
Credit Controller and Finance Administrator

Credit Controller and Finance Administrator

Kingsteignton Full-Time No home office possible
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My client, a local professional services company are currently seeking an experienced Credit Controller and Financial Administrator for their Newton Abbot based offices. Job description: Accessing the Bank Account for receipts and allocate them on the ledger throughout the da Allocating all payments received onto the accounts software (Sage) Updating standing order payments spreadsheet to ensure no payments are missed or stopped Follow up on any discrepancies with payments (under and overpayments etc) Deal with fee queries Send monthly statements Deal with telephone calls and emails throughout the day Contact clients by phone, email and letter Monitor Accounts Admin inbox throughout the day Take card payments Enter purchase ledger invoices into the software Assist the Practice Manager with supplier BACS payment summaries Purchase ledger administration, ensuring all supplier details are up to date and payment terms set up correctly Banking and posting client cheques/cash on a weekly basis Corresponding with Partners on client account concerns and issues Providing effective support to colleagues, managers and Partners Assist annually with the Professional Fees Insurance (PFI) Supporting the Finance Manager and Partner as required with tasksSkills and experience: 3 years or more experience in a credit control role required Previous experience in the finance industry is desirable Ability to establish and maintain good client relationships, both internally and externally at all levels Ability to reconcile complex accounts and have excellent attention to detail Competence in Microsoft Office suite (Excel and Word), Sage or other accounting software programmes Prior experience with systems including invoice discounting Experience with CCH is desirable (accounts production software) Calm, confident manner to handle potentially uncomfortable conversations Good time management, self-organisation, and planning skills Strong communication skills, both written & verbal Strong attention to detail • To be friendly and approachable To be flexible and able to adapt to changesMeridian is acting as a recruitment agency for this role

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Meridian Business Support Recruiting Team

Credit Controller and Finance Administrator
Meridian Business Support
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