Accounts and Admin Assistant

Planet Intelligent Technology Limited; Weybridge; On-site; GBP 24,000 - 36,000; Full time

Job summary

Planet Intelligent Technology Limited in Weybridge is seeking a capable accounts administrator to manage all accounts receivable and payable tasks, including credit control and process improvement. You will reconcile bank accounts in Xero, create and check purchase orders, review customer contracts, and support the Admin team while maintaining professional communication with customers and suppliers.

Ideal candidates will have experience with Xero, strong Excel skills, and the ability to

Qualifications

• Experience in managing accounts receivable/payable.
• Familiarity with Xero or similar accounting software.
• Proficient in MS Office and email management.
• Excellent communication and organisational skills.

Responsibilities

• Answer incoming telephone calls promptly.
• Monitor and respond to inbox emails.
• Escalate issues and manage resolutions with the line manager.
• Create and check purchase orders.
• Review and update customer contracts.
• Reconcile bank accounts in Xero and process payments.
• Accounts Receivable and Payable tasks.
• Perform other admin tasks as required.

Skills

Email Management

Microsoft Office

Telephone communication

Adobe Acrobat

Tools

Xero Online

Vantage Online

BACS autopay system

Job description

Job role summary

The primary focus for this position is managing all accounts receivable and payable tasks to include credit control. Ensuring processes are completed and procedures created, approved, followed and adhered to in a professional, accurate and timely manner as required.

Duties, Tasks and Responsibilities

• Answering incoming telephone calls promptly
• Monitor, manage and respond to all inbox e-mails
• Escalate as required and manage through to resolution
• Creating and checking purchase orders
• Reviewing and updating customer contracts
• Reconciliation of Bank Accounts in Xero and processing bank payments
• Accounts Receivable and Payable tasks
• Other tasks in the Admin department as required

It is important all duties of the job holder are performed in a professional and responsible manner. That you are polite and considerate in your communications with customers, suppliers and colleagues. To promptly elevate any shortfall or issues that may adversely impact customer satisfaction with your line manager at the earliest opportunity.

Principal Knowledge Requirements

• Xero Online
• Email Management
• Microsoft Office Suite
• Adobe Acrobat
• Telephone and communication systems

The following may also be used in the role but not a requirement as training will be given

• Vantage Online
• BACS autopay system