Credit Controller and Finance Administrator in Newton Abbot

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 tasks

Skills 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 changes

Meridian is acting as a recruitment agency for this role