Accounts Assistant

Julie Rose Recruitment Limited; Sevenoaks; On-site; GBP 21,000 - 30,000; Full time

Benefits offered by this job

Full training

Career progression

Supportive team environment

Job summary

Julie Rose Recruitment Limited represents a Mechanical & Electrical Maintenance company seeking a Trainee Accounts Assistant in Sevenoaks. You will support invoicing, billing, and credit control within a close-knit team.

Full training provided with clear progression; the role offers growth opportunities and a supportive environment for development in finance systems and processes.

Qualifications

• Good administration skills.
• Confident and professional on the phone.
• Strong communication skills.
• IT literate, including experience with Microsoft software.
• Organised and able to meet deadlines.
• Willing to learn new systems and support the wider team.

Responsibilities

• Producing and sending client invoices daily.
• Pricing jobs for approval by the Financial Supervisor, including marking up subcontractor invoices and calculating callout rates.
• Preparing applications for payment and sending them to clients.
• Chasing subcontractors for invoices and reports to support timely client billing.
• Requesting purchase orders from clients.
• Communicating with managers and clients to resolve billing queries.
• Holding work-in-progress (WIP) meetings with managers to review job status.
• Running reports to support financial meetings.
• Learning and using the Elogbook, Proactis and Dwellant systems.
• Completing billing tasks by monthly deadlines Producing monthly statements.
• Posting cash daily using Xero.
• Carrying out credit control using Salesforce.
• Providing cover for billing and credit control when required.

Skills

Administration

Phone manners

Communication

IT skills

Deadline oriented

Willing to learn

Job description

Our client, a Mechanical & Electrical Maintenance Company, is looking for a Trainee Accounts Assistant to support the billing process from invoice preparation through to payment. You'll join a close-knit, family-oriented team where your contribution is recognised and valued.

Duties for the Trainee Accounts Assistant:

• Producing and sending client invoices daily
• Pricing jobs for approval by the Financial Supervisor, including marking up subcontractor invoices and calculating callout rates
• Preparing applications for payment and sending them to clients
• Chasing subcontractors for invoices and reports to support timely client billing
• Requesting purchase orders from clients
• Communicating with managers and clients to resolve billing queries
• Holding work-in-progress (WIP) meetings with managers to review job status
• Running reports to support financial meetings
• Learning and using the Elogbook, Proactis and Dwellant systems
• Completing billing tasks by monthly deadlines Producing monthly statements
• Posting cash daily using Xero
• Carrying out credit control using Salesforce
• Providing cover for billing and credit control when required

Person Specification for the Trainee Accounts Assistant:

• Good administration skills
• Confident and professional on the phone
• Strong communication skills
• IT literate, including experience with Microsoft software
• Organised and able to meet deadlines
• Willing to learn new systems and support the wider team

This Accounts assistant role offers career progression and a supportive team environment. This is a company that like to train and progress their staff. Full training will be given.

This is a full-time position. The salary range reflects the candidate's level of experience, the lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.