Finance Administrator

Overview

Were looking for a highly organized and detail-oriented Finance Administrator to join our team. This role provides essential administrative support to our Credit Controllers and ensures the smooth operation of financial processes. Youll be responsible for maintaining accurate records, processing contracts, issuing invoices, and managing client communications in line with company procedures.

• Contract Processing:
  Handle contracts received from assessors via email and ensure accurate documentation.
• Account Setup:
  Create customer accounts in Sage and maintain up-to-date records.
• CRM Management:
  Set up CRM records including:
  • Terms of engagement
  • Instructions to assessor
  • CRM sheets and supporting documents
• Digital File Creation:
  Organize digital files containing all relevant documents and photos.
• Invoicing & Commission Packs:
  Raise service fee invoices and prepare commission packs.
• Credit Control Support:
  Assign files to credit control ledgers and assist with monitoring receipts.
• Client Communication:
  Send welcome letters, welcome packs, and invoices via CRM email in accordance with company timelines.
• Reporting:
  Compile reports and provide data as requested by the department.
• General Support:
  Carry out any other duties required by the business.

• Proficient in Sage and comfortable managing financial data.
• Strong organizational skills with the ability to manage multiple tasks.
• Excellent written and verbal communication skills.
• Familiarity with CRM systems and Microsoft Office (Excel, Outlook).
• Ability to handle sensitive financial information with discretion.

• Previous experience in an administrative or finance support role, ideally within a credit control or finance team.

Full-time, Permanent

• Company pension
• Free parking
• On-site parking

• Administrative: 1 year (preferred)
• Work Location:
  
  In person