Junior Finance/Project Assistant

Agility Resoucing; Warrington; On-site; GBP 22,000 - 30,000; Full time

Job summary

A leading company in Warrington is seeking a Junior Finance/Project Assistant to join their expanding team. This role involves liaising with customers, managing planning activities, and maintaining supplier documentation. Ideal candidates should have over 5 years of commercial experience, with training provided for specific tools such as Sage.

Qualifications

• Over 5 years of commercial experience preferred.
• Knowledge of Sage is beneficial but not essential.
• Working knowledge of Excel would be advantageous.

Responsibilities

• Liaise with customers to ensure efficiency of service activities.
• Compile site activity reports for engineers before site activities.
• Raise purchase orders and invoices using Sage.

Skills

Attention to detail

Communication

Coordination

Tools

Sage

Excel

Job description

My client in Warrington is looking for a Junior Finance/Project Assistant to join their busy and expanding team based in South Warrington.

A good aptitude and attention to detail are essential; however, full training will be provided.

Responsibilities include:

1. Liaise with customers to ensure that planned service or project activities are executed efficiently and in a timely manner.
2. Ensure that the engineering planner is up to date and that engineers are aware of their upcoming duties.
3. Compile site activity reports to be provided to engineers or subcontractors prior to site activities.
4. Format completed service reports to company standards and issue them to clients promptly.
5. Coordinate with the sales team regarding replacement parts or additional activities following a service visit or intervention.
6. Raise purchase orders, invoices, and order acknowledgements using Sage and internal registers.
7. Set up and maintain supplier information, including insurance certificates, health & safety documentation, and training records.

Knowledge of Sage is beneficial but not essential. A working knowledge of Excel would be advantageous.

The candidate should ideally have over 5 years of commercial experience. For a confidential chat or more information, please call me at 01772 278078.

Please note: If you do not hear from us within 7 days, your application has been unsuccessful. However, we may contact you about other roles of interest. By applying, you consent to Agility Resourcing Limited collecting and handling your personal data, which will not be shared without prior consent. Please notify us if you wish to have your data deleted.

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