THE OPPORTUNITY
Our client is a modern, independent Commercial Insurance Broker based in Colchester, committed to delivering a personalised, consultative service to businesses across a wide range of industries. As a growing business, they pride themselves on building long-term client relationships and fostering a supportive, collaborative working environment where every team member plays an important role.
Due to continued growth, they are looking to appoint a Credit Control Assistant to support their finance function. This is an excellent opportunity for an organised and proactive individual who enjoys working with numbers, building relationships and ensuring financial processes run smoothly. Offering part-time hours, this role provides an excellent work-life balance while allowing you to make a genuine impact within a growing organisation.
ROLE SUMMARY
As the Credit Control Assistant, you'll play a key role in supporting the day-to-day financial operations of the business. Focusing on credit control, bank reconciliations and wider accounting support, you'll help maintain accurate financial records, improve cash flow and contribute to the continued success of this expanding insurance brokerage.
KEY RESPONSIBILITIES
- Manage and monitor outstanding customer accounts, ensuring payments are collected in a timely and professional manner.
- Carry out regular bank reconciliations to maintain accurate financial records.
- Investigate and resolve payment discrepancies efficiently.
- Maintain accurate customer account information and communicate confidently with clients regarding overdue balances.
- Process receipts, payments and journal entries within the accounting system.
- Assist with month-end reconciliations and financial reporting.
- Support cashflow forecasting through accurate recording of financial transactions.
- Work closely with internal colleagues to resolve account queries and discrepancies.
- Provide general accounting and administrative support to the wider finance team.
- Contribute to continuous improvement of finance processes as the business continues to grow.
PERSON SPECIFICATION
ESSENTIAL
- A minimum of 2 years' experience within an accounts role, specifically involving Credit Control and/or Bank Reconciliations.
- Excellent attention to detail with a high level of accuracy.
- Confident and professional telephone manner with the ability to build positive client relationships.
- Good working knowledge of Microsoft Excel and accounting software.
- Able to work independently while also contributing effectively as part of a team.
DESIRABLE
- Experience using QuickBooks.
- Experience using Acturis.
- Previous experience within the Insurance or Financial Services sector.
ADDITIONAL INFORMATION
Driving License required: No (strongly preferred)
DBS to be carried out: Yes
Credit check to be carried out: Yes
HOW TO APPLY
For further information please contact Ocala Recruitment on 01473 378100.
Please note that due to the volume of applications received, only shortlisted applicants will be contacted.
Ocala Recruitment is acting as an Employment Agency in relation to this vacancy.
