Job Description

• Act as the point of contact for client customers – prepare and follow up quotes for potential work
• Assist with day-to-day operational activities and support other team members where necessary.
• Maintain robust filing systems, both electronic and manual, for all client pension, financial and property data. 
• Maintain regular contact with clients to facilitate good working relationships
• Process monthly and ad-hoc sales invoices for clients.
• Take a proactive role in managing and collecting the debts of clients’ customers.
• Respond professionally and promptly to ad-hoc requests from clients.
• Processing invoices, receipts, payments and expenses
• Completing VAT returns
• Undertake monthly bank reconciliations and a periodic reconciliation of accounts
• Managing client company ledgers

Required Knowledge, Skills, and Abilities

You will have a good working knowledge of Microsoft Office, in particular Excel, Word, Outlook and PowerPoint and be familiar with financial accounting systems and procedures along with a good working knowledge of Xero, Sage and QuickBooks.