Financial Services Assistant

13 hours ago


Crawley, West Sussex, United Kingdom Austin Fraser Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Services Assistant to join our finance team. The ideal candidate will have a strong background in finance, exceptional organizational skills, and the ability to handle multiple tasks efficiently.

Key Responsibilities:
  • Manage Accounts Receivable: Post cash and payments for bank reconciliation, ensuring accurate and timely processing.
  • Approve Customer Orders and Review Credit Limits: Approve customer orders and review credit limits to ensure compliance with company policies.
  • Assist with Credit Control: Assist in credit control and raise credit notes as needed to maintain healthy relationships with customers.
  • Manage the Accounts Receivable Inbox: Manage the Accounts Receivable inbox and deal with queries in a professional and courteous manner.
  • Provide Team Support: Provide support and cover for team members during annual leave, ensuring seamless continuity of work.
  • Data Capture and Ad Hoc Duties: Data capture and perform ad hoc duties as required to contribute to the success of the team.
Requirements:
  • Accounts Experience: Good accounts experience, ideally within sales ledger/AR, is essential for this role.
  • Company Online Banking Experience: Experience with company online banking is required to effectively manage financial transactions.
  • AAT Qualification (Desirable): An AAT qualification is highly desirable, demonstrating a commitment to professional development.
What We Offer:

The estimated salary for this role is £27,500 per annum, depending on experience. This is a fantastic opportunity to join a dynamic team and develop your career in finance.



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