Finance Administrator

JR United Kingdom; Cheltenham; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading company in Cheltenham seeks a highly organised individual for an Administrative Support role, assisting both the Sales and Finance teams. Key tasks involve managing documentation, records, and general office support while ensuring efficient operations. The ideal candidate will demonstrate exceptional communication and multitasking abilities, with experience in an administrative position.

Qualifications

• Proven experience in an administrative role, preferably with sales/finance exposure.
• Excellent organisational skills with a strong attention to detail.
• Strong written and verbal communication skills.

Responsibilities

• Assist the sales team with sales-related documentation.
• Manage and maintain sales records and databases.
• Assist finance team with bookkeeping tasks.

Skills

Communication

Time Management

Attention to Detail

Multitasking

Education

Experience in Administrative Role

Tools

Microsoft Office Suite

CRM Software

Accounting Software

Job description

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Our client is seeking a highly organised and detail-oriented individual to provide general administrative support to both their Sales and Finance teams. This role requires excellent communication and multitasking skills, as you will be working closely with both departments to ensure smooth and efficient operations.

Responsibilities:

• Assist the sales team with the preparation of sales-related documentation, such as quotes and proposals
• Manage and maintain sales records and databases.
• Process sales orders and ensure accurate data entry.
• Coordinate with other departments (e.g., logistics) to ensure timely delivery of products/services.
• Handle general sales inquiries and provide excellent customer service.
• Prepare sales reports as needed.

Finance Support:

• Assist the finance team with basic bookkeeping tasks, including data entry of invoices and expenses.
• Process and file financial documents accurately.
• Assist in the preparation of financial reports (e.g., expense reports).
• Handle accounts payable and receivable tasks as directed.
• Communicate with vendors and clients regarding financial matters.
• Maintain organised financial records.

General Administrative Duties:

• Provide general office support, including managing phone calls, emails, and correspondence.
• Maintain office supplies and place orders when necessary.
• Organise and schedule meetings and appointments for both teams.
• Assist with travel arrangements.
• Ensure the smooth running of the office and assist with ad-hoc administrative tasks as required.

Qualifications:

• Proven experience in an administrative role, preferably with exposure to sales and/or finance functions.
• Excellent organisational and time-management skills.
• Strong attention to detail and accuracy.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Discretion and the ability to handle confidential information
• Basic understanding of sales processes.
• Basic understanding of financial principles and procedures.
• Experience with CRM or accounting software.

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Created on 31/05/2025 by JR United Kingdom