You will play a vital role in ensuring the smooth running of the accounts department. Your responsibilities will include maintaining the accounting system, supporting the team and clients with day-to-day financial operations and administration and ensuring strong client relationships through the provision of excellent customer service.
Customer support
- provide support to clients promptly (via email and phone)
- investigate queries/information thoroughly (using Xero and other relevant systems)
- use and comply with the company's ticketing systems (e.g. Freshdesk)
- keep up to date with any changes to systems
- flag issues to the Finance Manager promptly.
Invoice and quote processing
- review automated invoices and quotes
- ensure accuracy and completeness prior to issuing
- fix errors after issuing, if necessary.
Account reconciliation
- assist in the reconciliation of accounts
- maintain accurate sales ledgers
- resolve any discrepancies in a timely manner - liaising with the Finance Manager for support/input where required.
Credit and debit control
- understand the company's payment terms in full
- ensure invoices are paid on time (as per company terms)
- contact clients promptly re. credits or overpayments - ensure information is accurate prior to making contact.
Company bills
- assist the team with processing bills and receipts promptly
Audits
- prepare for and assist the team with internal and external audits
- assist the team with month-end financial checks
Accounting process
- demonstrate a full understanding of the company's accounting systems
- keep up to date with any changes
- protect and manage confidential information with care - ensuring GDPR compliance
- flag any issues identified to the Finance Manager
General administrative tasks
- complete general administration tasks, as requested by the Finance Manager
- follow the team's Microsoft planner
- update the team planner as required
- complete assigned, scheduled tasks to specified deadlines - as instructed by the Finance Manager
Qualifications
- Degree qualification or equivalent
- At least one year experience in an admin customer support role
- Proficient in Microsoft Office Suite (particularly Excel)
- Assist clients and colleagues with a positive approach
- Resolve all enquiries promptly and accurately
- Build rapport with clients and colleagues
- Demonstrate clear and concise communication skills at all times (both verbal and written)
- Use accurate spelling and grammar
- Display the use of professional language and tone
- Demonstrate strong attention to detail
- Ensure data is accurate in all financial tasks
- Diligently follow company process and protocol
- Remain productive with high levels of accuracy whilst multi-tasking at pace
- Organise, plan and prioritise
- Keep detailed records (for own use or for the team)
- Work proactively, independently and as part of a collaborative team
- Show initiative and good time management
- Demonstrate trustworthiness, honesty & reliability
- Analyse information from multiple sources to identify and resolve discrepancies
- Provide solutions and support based on thorough investigation and due diligence.
Desirable
- Experience using accounting software's (e.g. Xero, Dext and Stripe)
- Experience of an admin customer support role in a finance department
- Knowledge of the UK education system
- Experience using a ticketing system for handling high numbers of emails (e.g. FreshDesk)
In addition to a competitive salary and investment in your personal development, other benefits at Ruth Miskin Training include:
Benefits
- Healthcare participation
- 25 Days Holiday (in addition to Bank Holidays)
- Pension scheme participation
- Cycle to work scheme
- Office Socials