Credit Control Assistant
2 months ago
We are seeking a highly organized and detail-oriented Credit Control Assistant to join our Finance team in Cardiff. As a key member of our team, you will play a critical role in supporting the Credit Control Team and helping to respond to queries from Fee-earners, secretaries, and clients.
Responsibilities:- Send client statements and copy invoices in line with a pre-agreed timetable.
- Respond to client queries received into the credit control inbox.
- Assist Credit Controllers to schedule and diarise monthly debt meetings, where required.
- Assist with the monthly production of debt reports, collating the reports as applicable and filing appropriately within the firm's document management system.
- Update client contact information and specific requirements within the firm's accounts systems to ensure correspondence is sent to the correct client contacts.
- Add new clients to the collections control panel on a weekly basis.
- Produce reports in Excel for the Credit Controllers; to include reporting on 90-day debts; invoice dispatch and interoffice invoicing; circulating these reports to the Working Capital Manager.
- Attend the Credit Control meetings on a weekly basis.
- Assist with the chasing of some specific debts, as required.
- Support the Credit Control team in compiling files for sending to external debt collectors as required.
- Complete Proof of Debt forms and creditor questionnaires for debtors in Administration/Liquidation.
- Report on credit limits and assist the Credit Control Manager with monitoring and reviewing credit limits, as required.
- Support the wider Working Capital team with any ad-hoc duties, as required.
- Excellent and accurate numeracy skills.
- Attention to detail – a high level of accuracy is essential.
- Ability to manage a busy workload with good organisational and prioritising skills.
- Ability to meet deadlines and work under pressure, where necessary may be required to work overtime at month end, half year end and year ends.
- Ability to communicate at all levels, with strong written and verbal communication skills.
- Team player and enthusiastic.
- Sound IT skills – experience of Word and Excel. Although not necessary, would be helpful to have experience of Elite 3E. Full training on document management and practice management systems will be provided.
- The ideal candidate should have 5 GCSE's at grades A-C or equivalent, including Maths and English.
- Good grammatical English and mathematical skills.
We are committed to finding the right person for this role and are open to discussing flexible working patterns and office location. Our ethos is simple: we strive to do the best for our clients, our people, and the communities in which we operate. We recognise that an inclusive workplace allows for all kinds of ideas and thoughts, a variety of points of view that can trigger discussions or deliver innovative results, and a wide range of versatile skills and expertise. We are proud of the diversity within Lewis Silkin and of our culture that allows people to be themselves at work, ensuring we provide the best possible service to our clients.
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