Sales Ledger Assistant

Vargo Recruitment LTD
Cardiff, South Glamorgan
17 Jul 2017
15 Aug 2017
Contract Type
Full Time

Vargo Recruitment has a new opportunity for an experienced Sales Ledger Assistant to work for a researching and developing client company.

This is a finance assistant role that focuses mainly on sales ledger. Our client is looking for the right candidate to join their team and build on their existing skills from within the financial environment.

Working as part of a fast-paced team in a dynamic and fast growing company, the individual should be able to work well under pressure with excellent communication and time management skills.


• Credit control - to include telephoning customers for payments, putting accounts on hold,
sending statements, liaising on legal matters
• Liaising with customers regarding sales order status in relation to account status
• Liaising with the sales and warehouse departments to expedite orders regarding payments
• Liaising with the purchasing department regarding back orders
• Liaising with our factoring company
• Reporting credit control status to management
• Entering customer remittances onto SAGE 200 and dealing with allocation queries
• Dealing with customer invoice queries (investigating and resolving)
• Generating invoices through SAGE 200 and completing the EDI to our factoring company
• Opening new customer accounts
• Review and maintain customer credit limits for new and existing customers
• Process credit notes
• Ensure customers keep within their payment terms and follow the agreed recovery procedure
• Ensure all monthly statements are issued to customers
• Assist the other team members to provide cover during absence
• Review of export orders to ensure VAT compliance
• Maintaining customer records
• Telephone Answering - screening calls, directing calls to the correct department
• Customer support - copy invoices, statements, POD’s etc.
• Reception cover
• Filing
• Post
• Data Entry
• General ad hoc administration tasks
• Support to the General Manager and Finance Controller


• Excellent telephone manner and communication skills
• AAT qualified or experience within a finance team or a relevant role
• Good problem solving and numeracy skills with an attention to detail
• Excellent time management skills and ability to multitask
• Can-do, enthusiastic attitude
• Experience of SAGE 200 and MS Excel would be advantageous but not essential
• Experience of dealing with customers on a daily basis