Sales Ledger Assistant

Belinda Roberts Ltd; Boothstown; On-site; GBP 20,000 - 26,000; Full time

Job summary

Belinda Roberts Ltd in Boothstown (Salford area) is seeking a Sales Ledger Assistant to support the finance team. Reporting to the Finance Manager, you will handle invoicing, purchase orders and updates to the accounting system.

The role is office-based with opportunities to work on improving processes and customer portal interactions.

Qualifications

• 2 years experience in a sales ledger role including information pre invoice input.
• Experience of raising invoices and credit notes.
• Experience of reviewing sales ledger transactions on an accounting system.
• Experience of invoicing larger corporate customers and working within customer portals.
• Good Excel skills.
• Ability to communicate with customers regarding goods and services provided.

Responsibilities

• Set up of new business forms onto the bespoke system.
• Amend or terminate forms as required.
• Prepare Purchase orders for larger customers to agree which product needs to be invoiced and for what periods during the month.
• Agree purchase orders for ad hoc charges.
• Produce invoices.
• Produce credit notes as agreed with customers.
• Update systems with history details for consolidated invoices.
• Run interfaces from admin systems to the accounts system as required to ensure all invoices and credits raised are updated into the accounting system.
• Upload some invoices to customer portals as per individual customer requirements.

Skills

Excel

Customer communication

Attention to detail

Tools

Accounting system software

Job description

My client is a well known and established service business based in the Salford area. Due to continued success, they are looking for a Sales Ledger Assistant as an addition to their team.

Reporting to the Finance Manager this is a key role within the team.

Duties of the role will include:

• Set up of new business forms onto the bespoke system
• Amend or terminate forms as required
• Prepare Purchase orders for larger customers to agree which product needs to be invoiced and for what periods during the month
• Agree purchase orders for ad hoc charges
• Produce invoices
• Produce credit notes as agreed with customers
• Update systems with history details for consolidated invoices
• Run interfaces from admin systems to the accounts system as required to ensure all invoices and credits raised are updated into the accounting system
• Upload some invoices to customer portals as per individual customer requirements

The right candidate will have:

• 2 years experience in a sales ledger role including preparation of information pre invoice input.
• Experience of raising invoices and credit notes
• Experience of reviewing sales ledger transactions on an accounting system
• Experience of invoicing larger corporate customers and working within customer portals
• Good Excel skills
• Ability to communicate with customers regarding goods and services provided

This role is office based.

In return an excellent salary is offered with this position and the opportunity to work in a motivated enironement.