Admin/Pa/Finance Assistant

Forrest Recruitment Ltd.; Knutsford; On-site; GBP 21,000 - 27,000; Full time

Job summary

Forrest Recruitment Ltd. in Wilmslow is helping a well-established company recruit an Admin/PA/Finance Assistant to join the team.

You will screen calls, greet clients, manage stock, and prepare packs for new clients, while also supporting senior management with ad hoc PA duties and client onboarding. You will assist with sales invoicing, onboarding onto multiple internal systems, and credit control, maintaining strong client relationships.

Qualifications

• Experience in administration and/or finance.
• Excellent communication and organisational skills.
• Meticulous attention to detail.

Responsibilities

• Screening phone calls and handling enquiries.
• Meeting & greeting clients; showing them to meeting rooms and providing refreshments.
• Managing stock levels for stationery and office consumables.
• Compiling documents to produce packs for new clients.
• Ad hoc PA duties to the senior management team.
• Setting up clients on the internal systems and keeping all information up to date.
• Assisting with the sales invoicing process.
• Assisting with the onboarding process of new clients onto multiple internal systems.
• Managing the credit control process and liaising with clients/management when escalation is needed.
• Managing and maintaining client relationships.

Skills

Communication

Organisation

Attention to detail

Tools

Xero

Job description

An exciting opportunity has arisen for an Admin / PA / Finance Assistant to join a well-established company in Wilmslow.

Duties include, but are not limited to -

• Screening phone calls and handling enquiries.
• Meeting & greeting clients; showing them to meeting rooms and providing refreshments.
• Managing stock levels for stationery and office consumables.
• Compiling documents to produce packs for new clients.
• Ad hoc PA duties to the senior management team.
• Setting up clients on the internal systems and keeping all information up to date.
• Assisting with the sales invoicing process.
• Assisting with the onboarding process of new clients onto multiple internal systems.
• Managing the credit control process and liaising with clients/management when escalation is needed.
• Managing and maintaining client relationships.

The ideal candidate will have previous experience within administration and/or finance. You must have excellent communication and organisational skills as well as a meticulous attention to detail. Experience of using Xero is also preferred, however training can be provided.