This opportunity is ideal for a detail-oriented Finance Assistant who enjoys combining finance operations with customer interaction. You’ll support a busy credit control and finance function, helping to ensure smooth transactional processes while enhancing the overall customer journey.
The Opportunity
You’ll join a dynamic finance team where you will support a range of accounts receivable and administrative processes. This is a varied role with exposure across customer onboarding, query resolution, and transactional finance, offering excellent development potential.
Key Responsibilities
- Completing welcome calls to new customers, enhancing their onboarding experience
- Managing customer queries via phone, email, and other communication channels
- Liaising with internal teams to resolve invoice and transactional queries
- Processing bank receipts and supporting sales ledger activities
- Reconciling customer accounts, including proforma accounts
- Supporting month-end processes and timelines
- Producing copy invoices and generating reports
- Taking card payments and handling related administration
- Assisting with insolvency claim processes
- Distributing queries for escalation where required
- Supporting customer account onboarding and maintenance processes
- Collaborating with AR and AP teams to resolve queries efficiently
- Contributing to process improvements within credit control administration
- Ensuring adherence to SLAs across business units
- Providing administrative support for operational changes within credit control
What You’ll Bring
- Previous experience in a customer-focused environment, ideally within finance or credit control
- Strong written and verbal communication skills
- Proficiency in MS Office, Teams, and Outlook (D365 experience advantageous)
- Excellent customer service mindset
- Strong attention to detail and organisational skills
- Ability to work effectively in a fast-paced environment
- Problem-solving skills and a proactive approach
- A collaborative, team-oriented attitude
Package & Benefits
- Competitive salary package
- Opportunity to gain exposure across finance operations
- Supportive and collaborative working environment
- Career development opportunities
Why This Role?
- Varied role combining finance and customer interaction
- Opportunity to develop within a growing finance function
- Exposure to multiple business units and processes
- Chance to contribute to process improvements and transformation initiatives
To learn more or apply, please contact Laura at laura@wilkinsonandassociates.co.uk for a private and confidential discussion. Alternatively, submit your CV and we’ll be in touch.
Due to the volume of applications, only successful applicants will be contacted.
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