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- Sales and Purchase Ledger – ensuring all books and records are up to date so that year end accounts can be submitted
- Maintaining key client accounts
- Weekly debtors and creditors reporting
- Requesting information from clients (before accounts are submitted)
- Answering client queries via telephone and email
- Take client payments
- Managing mailbox ensuring invoices are posted correctly and answering client queries
- Ageing debtors monthly, for clients
- Inputting cheque information into sage & Excel
- Performing income distribution schedules and bank transfers
- Liaising with consultants secretaries - obtaining relevant document and information
- Chasing insurance providers (if necessary ) - obtaining overdue remittance advices
- Experience using Sage 50• Computer literate with knowledge of Microsoft Office programs• Excellent attention to detail and accuracy• Good communications skills, both oral and written• Ability to work to targets and take responsibility• Self-motivated and hardworking• Admirable work ethic with an enthusiastic approach• Reliable & dependable to complete the task in hand
