Credit Control Assistant

Expiring today

Recruiter
Adecco
Location
Colchester
Posted
15 Apr 2018
Closes
20 Apr 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
JOB TITLE: Credit Control Assistant
DEPARTMENT: Accounts
BRANCH: Colchester
REPORTING TO: Credit Controller
BASIS: Full-time
WORKING HOURS: 9:00-17:30, Monday to Friday
(Additional Hours may be required at peak times i.e. Month-end and Year-end)

The Credit Control Assistant is employed to process new clients and various Accounting System housekeeping tasks, whilst supporting the Credit Controller in day-to-day operations within the Credit Control Function

Your Responsibilities:

- Reviewing New Client Opening Forms received within the Accounts Department, ensuring completeness and accuracy, whilst referring any discrepancies or missing information to the relevant fee earner to resolve and obtain respectively

- Checking the Accounting System to ensure the new client is not already in existence within the database, to avoid any duplication of records and data

- Setting up new clients (entities) on the Accounting System in an accurate and timely manner, ensuring all required details are entered and advising the relevant fee earner and /or their support team of the new entity record

- Regularly reviewing the Accounting System for duplicate entities, consolidating any duplicates discovered and archiving the dormant entity records accordingly

- Periodically reviewing the Accounting System entities for any missing or out of date information, liaising with the client or fee earner to obtain the correct information and update the system

- Running reports on the Accounting System to identify any records which can be archived; liaising with the relevant fee earner to agree, proceeding to archive on the system and ensuring the physical files (if applicable) have been passed to Front Office in this regard

- Assisting the Credit Controller with Credit Control notifications supplied from the Accounting System, delivering Credit Control correspondence to debtors

- Regularly contacting clients regarding outstanding invoices, confirming receipt of invoices and correspondence, and requesting an acceptable payment date

- Liaising with fee earners regarding Credit Control queries

- Providing Matter Balance Reports to fee earners upon request

- Regularly posting Client to Office transfers on the Accounting System where applicable (in accordance with the Solicitors Accounts Rules)

- Processing requests to write-off unbilled time, outstanding bills and disbursements, in accordance to the firm’s internal procedures

- Processing inward card payments from clients via virtual terminal or card reader (shared responsibility)

- Accounting System data integrity checks and Month-end close (shared responsibility)

- Liaising with external stakeholders (i.e. Clients, Banks, Auditors, Accountants) to assist with debtor and Credit Control related queries, and providing information where necessary

- Ensuring compliance with the Solicitors Accounts Rules, Anti-Money Laundering Regulations and internal policies and procedures, and reporting any breaches or concerns to the Finance Manager immediately

- Answering telephone calls, both internal and external, dealing with and following up queries in an effective and timely manner

- Assisting other Accounts staff with day-to-day duties, particularly during times of staff absence

- Various other adhoc duties which may arise

QUALIFICATIONS, SKILLS & EXPERIENCE:

- Previous Credit Control experience highly desirable
- Previous experience of working within a busy Accounts Team highly desirable
- Knowledge of the Solicitors Accounts Rules desirable
- PC literate and proficient with Microsoft Office (Outlook, Word, Excel)
- Experience of using Partner 4 Windows or similar financial systems would be desirable

CHARACTER:

- Strong attention to detail
- Highly numerate
- Conscientious
- Works well and remains calm under pressure
- Focused and self-motivated
- Excellent interpersonal skills
- Great communication skills
- Desire to learn and develop

Adecco is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer

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