Job Openings Finance Assistant (UK)

About the job Finance Assistant (UK)

Position Title: Finance Assistant

Salary: 20,000 - 25, 000 PHP monthly

Reports To: Partner, Partner Advisor

Primary Relationships: Partner Team

Date: May 2024

Schedule: 4:00 PM TO 1:00 AM PH Time

Responsibilities:

  • Liaise with Sales Account Managers and customers, utilizing reports to maintain accurate and up-to-date debtor information
  • Process and send Credit Account invoices promptly and accurately
  • Handle new customer account applications, ensuring meticulous record-keeping
  • Communicate with Credit Account Customers to secure timely payment of invoices
  • Address and resolve client inquiries via email and phone in a timely manner
  • Perform data entry for finance and accounting documents
  • Generate card payment links and facilitate phone payments
  • Update customer accounts with payments promptly and accurately
  • Generate and dispatch customer statements and overdue letters
  • Send customer receipts promptly upon receipt of payments
  • Maintain accurate and up-to-date company CRM and client records, including pertinent information and notes
  • Manage card chargebacks by providing thorough and timely responses to card issuers to resolve disputes in the company's favor
  • Raise credit notes on the CRM and process refund requests once approved by management


Qualifications:

  • Preferably, at least 1 year of experience in accounting or a related finance field, or an associated finance degree
  • Demonstrated organization skills and a passion for delivering excellent service and fostering customer relations
  • Strong integrity and ability to liaise effectively with colleagues
  • Proficient communication skills, both verbal and written
  • Excellent interpersonal skills for effective interaction with customers and team members
  • Familiarity with computer systems and CRMs, coupled with good numeracy skills
  • Confidence and capability to apply pressure tactfully to individuals and companies with outstanding debts
  • Proficiency in Microsoft Office and Sage software