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Billing and Credit Control Assistant

2 months ago

Bamber Bridge, United Kingdom Forbes Solicitors Full time

Forbes Solicitors are looking for a Billing and Credit Control Assistant to join the Finance Team at our Walton Summit Office, with the flexibility of Hybrid Working. This is a full time role working 36.25 hours per week, Monday Friday.

This is a great opportunity for an experience accounts person to join a collaborative and professional team. Whilst the role will be working to the fast-pace, customer focus and high standards of a law firm, the role will also provide a sustainable work-life balance and relate to the regional area in which it is based.

The role will be responsible for delivering successful outcomes such as:

  • Successfully and accurately complete financial processes, transactions, and activities, that deliver the required accounts receivable function for the Firm.
  • Complete the day-to-day billing activity including issue bills and credit notes in a timely manner, whilst meeting client requirements, compliance, and regulatory standards.
  • Produce statements and chase overdue invoices in line with the firm’s policy and agreed client payment terms.
  • Communicate and collaborate with fee earners across the Firm, in a wide range of departments, to raise and collect accurate and timely invoice and provide guidance to fee earners to understand the financial information provided and with any technical difficulties in recording time/billing.
  • Strengthen and develop successful relationships with clients by regular communication by telephone and email regarding financial statements, invoices and client accounts.
  • Develop effective working relationships to ensure smooth and collaborative running of the billing and collections process with both internal and external clients.
  • Accurately reconcile and balance payments received.
  • Identify, resolve and escalate when appropriate client account queries, discrepancies, concerns; liaising with clients and fee earners to resolve billing queries.
  • Continually review and make suggestions for efficiencies to be implemented and new practices to be initiated within the department.
  • Exercise integrity and confidentiality in financial reporting and comply with financial standards, policies and client requirements.
  • Maintain detailed and accurate records, updating all relevant systems and records as required.

Organisation
Forbes Solicitors offer the full range of legal services to individuals, commercial clients, and a number of specialist sectors where we excel nationally. We have offices across the North but our roots are firmly based in Lancashire. Our clients tell us that we stand out from other firms. We are real people who are passionate about getting the best results. Working together and listening to our clients, we provide genuine and practical advice.

We are looking for someone who displays our values; specifically someone who can excel, is engaged, is a real person, displays fairness in all they do and has a one team ethic.

Benefits
We are committed to being a supportive organisation that keeps focus on our people and therefore we offer a range of additional benefits including:

  • Competitive Salary;
  • 25 days annual leave, plus bank holidays;
  • Annual Leave Purchase Scheme (Subject to T&Cs);
  • A day off for Celebration Leave;
  • Discretionary Bonus Scheme;
  • Ongoing Training and Development;
  • Progression Opportunities;
  • Company Pension;
  • Service Awards;
  • Health Care Benefits (Health Cash Back Plan and Mental Health Counselling Services);
  • Other Employee Discounts;
  • Recruitment and Legal Department Referrals (Subject to T&C’s);
  • Annual Events.

Applying
If you are interested in this role specifically or just working at Forbes Solicitors, please do head to our website to learn more about us.

We will be progressing applicants to the next stage based on applications demonstrating the following knowledge, experience, and skills:

  • Previous experience within a credit control or sales ledger role is essential (relevant experience in a legal environment is preferred).

  • Knowledge of legal billing processes, VAT regulations and SRA Accounting Rules is preferred.

  • Strong written and verbal communication skills, with an excellent telephone manner is essential.

  • Experience of a legal case management system, Partner for Windows is preferred.

  • Proven ability to calculate, post and manage accounting figures and financial records.

  • Proven ability to communicate effectively with people at all levels.

  • High degree of accuracy and attention to detail.

  • Ability to effectively manage own workload.

Forbes is an equal opportunities and disability confident employer and accredited to Investors in People and ISO 9001 quality management systems. We support the principle of equal opportunities in relation to any opportunities which we might provide through the engagement of employees; the provision of services to clients; and the appointment and engagement of suppliers. We are committed, wherever practicable, to maintaining a workforce which broadly reflects the local community in which we operate.