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Trainee Finance

Fortem People Ltd
Job LocationLeeds
EducationNot Mentioned
Salary£21,000 - £22,500 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Sales Ledger Admin Clerk / Trainee FinanceOur lovely ambitious client is offering an exciting entry level position Administrating within the finance team. The role would be suitable for someone taking their first step working within finance and has lots of scope for development.Role PurposeTo process, maintain and cancel service applications in UK and Ireland as well as identify and chase payments due whilst delivering top level customer service to both internal and external customers. Alongside this, the candidate will collate the financialinformation on sales ledger in accordance with the Company’s policies and procedures whilst ensuring the quality and completeness of financial information on the sales ledger and level of Company debts.Job description

  • Handling and resolving customer enquiries via telephone and email, remote access to service equipment to assist the customer journey, ensuring all communications are recorded and updated.
  • Monitoring and updating the billing inboxes, actioning queries promptly for swift resolution for all parties concerned.
  • Maintaining electronic filing systems.
  • Setting up new clients, producing invoices, adding new Direct Debits and actioning collection of Direct Debits.
  • Processing credits and invoices in a timely manner.
  • Checking VAT has been included on invoices and providing creditors with VAT receipts.
  • Assisting the Sales ledger Team Leader in all aspects of income control and management and assisting in ensuring income is recorded correctly.
  • Assisting the Credit Control team with debt collection when required, chasing up outstanding debts and organising any rebates.
  • Assisting within other areas of the business/finance team when required.
Role requirements
  • Experience of dealing with customers and being part of a customer journey is essential.
  • Ability to organise own workload and maintain a high degree of organisation and attention to detail is essential.
  • An eagerness to learn with a keen interest in developing a career in finance.
  • Good communication skills and ability to interact with people at all levels of the business.
  • Problem-solving mindset and can-do attitude.
  • Experience of using Microsoft Excel and databases desirable but not essential as full training will be given.
  • Working knowledge of financial procedures and legal requirements desirable but not essential as full training will be given
Additional Information
  • 37.5 hours per week, Monday to Friday from 8.30 to 5.00 with 1 hour’s lunch
  • Bonus scheme - up to one months salary bonus potential
  • Hybrid working
  • Parking pass - City centre parking 24/7
  • Pension scheme - 5% Employer contribution
  • 3 x Life assurance cover
  • Company events
Reports To: Sales Ledger Team LeaderJob Types: Full-time, PermanentSalary: Up to £22,500.00 per yearBenefits:
  • Company pension
  • Free parking
  • Life insurance
  • On-site parking
  • Work from home
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Bonus scheme
Ability to commute/relocate:
  • Leeds: reliably commute or plan to relocate before starting work (required)

Keyskills :
AdministrativeMathsMicrosoft ExcelOrganisational Skills

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