Client Ledger and Credit Control Assistant

3 days ago

Surbiton, United Kingdom Echo House Ltd Full time

ECHO HOUSE CLIENT LEDGER AND CREDIT CONTROL ASSISTANT

Reporting to: ACCOUNTS MANAGER


Echo House is a market leader specialising in Creative & Technical Design, Artworking, Digital Content, Printing, Experiential Brand Activation, and Sustainable Production.

Scope of the Role:

Collaborative. Positive. Respectful. Organised. Exceptional People Skills.

The key objective of the Client Ledger and Credit Control Assistant is to contribute to the smooth running of the finance department. You will work closely with the Accounts Manager, Assistant Accountant and the Finance Director to ensure that invoices issued by the team are paid in full and on time.

The role requires that you are comfortable communicating clearly with both individual and organisations. You will need to be familiar with accounts receivable procedures and reconciliation of month-end accounts.

This role requires..


Main Duties and Responsibilities:


CORE KNOWLEDGE BASE

  • Experience with Client ledgers; specifically in Credit control, issuing client invoices and statements and answering client invoice queries.
  • Experience with Sage Line 50 an advantage
  • Ideally AAT qualifications or similar
  • Highly numerate

MAIN DUTIES:

  • Issuing and posting invoices to clients ledger
  • Issuing statements to clients
  • Managing and updating credit limits for clients on Sage
  • Monitoring overdue balances
  • Corresponding with clients to chase overdue balances and to answer client questions
  • Supporting the Accounts Manager and Finance Director in producing ad hoc reports and financial information
  • Managing client on-boarding processes including credit checks and Sage ledger set up
  • Auditing draft invoices to ensure they meet all necessary criteria including application of VAT, nominal ledger details, Purchase orders etc
  • Maintaining client files
  • Supporting the Accounts Manager with other financial tasks as necessary


ESSENTIAL INDIVIDUAL CHARACTERISTICS:

· Excellent time management.

· Excellent customer service skills

· Analytical skills and attention to details

· Persistence and determination

· Excellent organisational skills.

· Individual diligence with a focus on team participation.

· Level-headed approach to demanding circumstances.

· Good written and oral communication skills.

· Flexibility and willingness to provide practical support where necessary.

· Good Excel and MS Office knowledge and practical experience.

· A quick learner with a positive approach will pick up everything they need to know at Echo.



Equality and Diversity:

We promote a working environment in which diversity is recognised, valued, and encouraged. We acknowledge the multicultural and diverse nature of the UK workforce and society in general. We are committed to principles of fairness and mutual respect where everyone accepts the concept of individual responsibility. It is therefore your responsibility to make sure you always observe and adhere to this policy.

www.echo-house.co.uk/company-policies

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