Back to search
Sales Ledger Assistant / Accounts Assistant (Office-Based)
About the Role:
We are seeking a meticulous and adaptable Accounts Assistant to join our client's dynamic team. This is an office-based role where you will play a crucial part in ensuring the smooth and efficient running of their sales ledger.
Our client is based just outside Whitecraig in Midlothian, and due to the office location they are not on a public transport link.
Key Responsibilities:
- Daily/Weekly/Monthly Sales Ledger Processing:
- Issue accurate and timely invoices to customers.
- Verify purchase orders for accuracy.
- Ensure all zero-priced jobs are correctly priced and updated for future orders.
- Customer Service & Accounts Management:
- Respond promptly to customer inquiries via phone and email.
- Obtain missing information from customers as needed.
- Maintain and update customer records (including new account setups).
- Process credit card payments and new Direct Debit mandates.
- Reporting & Analysis:
- Compile and analyze monthly sales reports.
- Administrative Support:
- Assist the sales and finance departments with various administrative tasks.
- Phone Handling: Answer incoming calls and provide excellent customer service.
Essential Skills & Experience:
- Strong understanding of basic bookkeeping principles: This includes familiarity with monthly accounting deadlines, the importance of accurate record-keeping, and the implications of accounting entries.
- Excellent attention to detail and accuracy: Essential for ensuring the integrity of financial data.
- Proficiency in Microsoft Office Suite: Strong Excel skills are highly desirable.
- Excellent communication and interpersonal skills: Ability to communicate effectively with customers and colleagues both verbally and in writing.
- Customer service orientation: A proactive and helpful approach to customer interactions.
- Organisation and time-management skills: Ability to prioritise tasks and meet deadlines effectively.
Desirable Skills:
- Prior experience in a sales ledger or accounts assistant role.
- Experience with accounting software (specific software mentioned if applicable).
