Trainee Billing Coordinator — Start Your Finance Career

Julie Rose Recruitment Limited

Sevenoaks

On-site

GBP 18,000 - 24,000

Full time

14 days+

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Job summary

Our client, a Mechanical & Electrical Maintenance Company, is seeking a Trainee Billing Coordinator to support the billing process from invoice preparation through to payment. You will join a close-knit, family-oriented team where your contribution is recognised and valued.

Responsibilities include producing and sending client invoices daily, pricing jobs for approval, preparing payments, chasing subcontractors, posting cash with Xero, and learning systems such as Elogbook, Proactis and

Qualifications

  • Good administration skills.
  • Confident and professional on the phone.
  • Strong communication skills.
  • IT literate, including experience with Microsoft software.
  • Organised and able to meet deadlines.
  • Willing to learn new systems and support the wider team.

Responsibilities

  • Producing and sending client invoices daily
  • Pricing jobs for approval by the Financial Supervisor, including marking up subcontractor invoices and calculating callout rates
  • Preparing applications for payment and sending them to clients
  • Chasing subcontractors for invoices and reports to support timely client billing
  • Requesting purchase orders from clients
  • Communicating with managers and clients to resolve billing queries
  • Holding work-in-progress (WIP) meetings with managers to review job status
  • Running reports to support financial meetings
  • Learning and using the Elogbook, Proactis and Dwellant systems
  • Completing billing tasks by monthly deadlines
  • Producing monthly statements
  • Posting cash daily using Xero
  • Carrying out credit control using Salesforce
  • Providing cover for billing and credit control when required

Skills

Good administration skills
Confident and professional on thePhone
Strong communication skills
IT literate
Organised and able to meet deadlines
Willing to learn new systems

Job description

Our client, a Mechanical & Electrical Maintenance Company, is seeking a Trainee Billing Coordinator to support the billing process from invoice preparation through to payment. You will join a close-knit, family-oriented team where your contribution is recognised and valued.

Responsibilities include producing and sending client invoices daily, pricing jobs for approval, preparing payments, chasing subcontractors, posting cash with Xero, and learning systems such as Elogbook, Proactis and

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