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Billings Assistant

Employer
Julie Rose Recruitment
Location
UK
Salary
Competitive
Closing date
20 Sep 2021

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Sector
Accountancy
Contract Type
Permanent
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Julie Rose Recruitment are looking for a Billings Assistant to work in a finance department of a professional services company for a period of 9 months (possible perm job after this period). You will be working with the team to provide a high quality and responsive service to the company.

Responsibilities for the Billings Assistant:

On a daily/Weekly Basis:

You will be providing invoicing for groups (to be decided) and circulating to the appropriate person and approving them for issue.
Regularly updating the document management system with accounting information and future fees.
Filing fee proposals and updating fee plans.
Drafting and issuing credit notes.
Accurate data entry.
Emailing invoices and appropriate information to group leaders.
Managing emailing and telephone enquiries in a timely way.
Assisting with the entry of expenses (including those that are billed to clients) onto the Sage accounting system.
On a Monthly Basis:

You will be moving jobs on fee plans and general updating of information on the fee plan system.
Changing invoicing details and filing letters from clients.
Checking the summary corresponds with invoices raised for each group.
Generating Credit Note Report.
Checking all rechargeable invoices have been dealt with.
Accurately entering expenses/mileage onto the database.
Closing jobs and saving forms to projects.
Entering Workroom Job Sheets onto the system.
Person Specification for the Billings Manager:

You will be professionally dedicated, innovative and enthusiastic with a flexible approach to work.
Good attention to detail is required.
You need to be well organised to prioritise your work to meet deadlines.
You will have experience of raising invoices and billing, maybe in an accounts department.
You will need to be resilient as the job is pressured at times to meet the needs of the business.
A good communicator in written and spoken English as you will be dealing with senior stakeholders and clients within the business.

The vision of our client is to build on its identity as a trusted client advisor by showing professional integrity, technical expertise, to be solution focused and provide a reliable personal service. The staff play an integral role in the successful delivery of the company's consistently high-quality service
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