Accounts Customer Support Assistant

Jobtailor; Greater London; On-site; GBP 24,000 - 32,000; Full time

Job summary

Jobtailor in London is seeking a diligent Accounts Admin Assistant to provide prompt customer support, manage invoices, and assist with accounting tasks using Xero and Freshdesk.

You will maintain financial records, resolve discrepancies, ensure timely payments, and comply with GDPR. The role requires 1 year of relevant experience and strong Excel skills.

This is a full‑time, on‑site position from 8:30am to 5pm, Monday to Friday, with a lunch hour.

Qualifications

• At least 1 year's experience in a customer service, customer support, or administrative role.
• Strong communication and relationship-building skills
• Ability to resolve enquiries accurately and efficiently
• Excellent telephone and email manner
• High level of accuracy and attention to detail when handling customer and financial data
• Good organisational skills and ability to prioritise workloads and manage multiple tasks
• Proficiency in Microsoft Office, including Excel
• Ability to follow established processes, investigate issues, and resolve discrepancies using sound judgement
• Ability to work independently, use initiative, and contribute positively within a team
• Desirable: experience using accounting software or booking platforms such as Xero and Stripe
• Desirable: experience in an administrative customer support role in a finance department
• Desirable: knowledge of the UK education system
• Desirable: experience using a ticketing system for high volumes of emails, such as Freshdesk
• Ability to work 8.30am to 5pm, with one unpaid lunch hour
• Understanding and compliance with GDPR requirements

Responsibilities

• Provide prompt and professional customer support to clients via email and phone
• Investigate customer queries and information thoroughly using Xero and other relevant systems
• Use and comply with the company’s ticketing systems, such as Freshdesk
• Keep up to date with changes to systems and flag issues to the Finance Manager
• Review automated invoices and quotes for accuracy and completeness before issuing
• Correct invoice and quote errors after issuing when necessary
• Assist with account reconciliation and maintain accurate financial records
• Contact clients regarding credits or overpayments and resolve discrepancies promptly
• Ensure invoices are paid on time according to company payment terms
• Assist the team with processing company bills and receipts
• Understand, maintain, and manage the company’s accounting systems
• Protect confidential information and ensure GDPR compliance
• Complete general administrative tasks, update documentation, and meet scheduled deadlines
• Undertake other reasonable work of a similar level as requested by the Finance Manager or Director of Operations

Skills

Customer support

Administrative skills

Attention to detail

Communication skills

Organisational skills

Excel

GDPR compliance

Tools

Xero

Freshdesk

Excel

Job description

• Provide prompt and professional customer support to clients via email and phone
• Investigate customer queries and information thoroughly using Xero and other relevant systems
• Use and comply with the company’s ticketing systems, such as Freshdesk
• Keep up to date with changes to systems and flag issues to the Finance Manager
• Review automated invoices and quotes for accuracy and completeness before issuing
• Correct invoice and quote errors after issuing when necessary
• Assist with account reconciliation and maintain accurate financial records
• Contact clients regarding credits or overpayments and resolve discrepancies promptly
• Ensure invoices are paid on time according to company payment terms
• Assist the team with processing company bills and receiptsb5bh///>n

  Understand, maintain, and manage the company’s accounting systems

• Protect confidential information and ensure GDPR compliance
• Complete general administrative tasks, update documentation, and meet scheduled deadlines
• Undertake other reasonable work of a similar level as requested by the Finance Manager or Director of Operations

Requirements

• At least 1 years' experience in a customer service, customer support, or administrative role
• Strong communication and relationship-building skills
• Ability to resolve enquiries accurately and efficiently
• Excellent telephone and email manner
• High level of accuracy and attention to detail when handling customer and financial data
• Good organisational skills and ability to prioritise workloads and manage multiple tasks
• Proficiency in Microsoft Office, including Excel
• Ability to follow established processes, investigate issues, and resolve discrepancies using sound judgement
• Ability to work independently, use initiative, and contribute positively within a team
• Desirable: experience using accounting software or booking platforms such as Xero and Stripe
• Desirable: experience in an administrative customer support role in a finance department
• Desirable: knowledge of the UK education system
• Desirable: experience using a ticketing system for high volumes of emails, such as Freshdesk
• Ability to work 8.30am to 5pm, with one unpaid lunch hour
• Understanding and compliance with GDPR requirements

Demonstrates proficiency in customer support and administrative tasks, with a strong focus on accuracy in financial data management and compliance with GDPR. Capable of utilizing accounting software like Xero and ticketing systems such as Freshdesk to enhance operational efficiency.

Highest-signal resume keywords

• Customer Support Experience
• Xero Proficiency
• Freshdesk Experience
• Attention to Detail
• GDPR Compliance