Finance and Operations Assistant

You will have at least two years’ experience in a similar role, be qualified to AAT level 2, and be an excellent communicator with strong attention to detail and high competency in spoken and written English.

This role would be suitable for someone who is organised with a confident nature and is process driven. You will be quick to learn, keen to get stuck in, and demonstrate an understanding and interest in how business processes feed each other.

This is a wonderful opportunity to join a small friendly team and be part of a successful and growing organisation.

Sales and Finance Administration

• Order processing and provisioning
• Raising sales quotes, invoices, and credits
• Assistance with monthly billing run
• Upload monthly direct debits
• Credit control
• Purchase ledger processing
• Onboarding new customers
• Daily, weekly, and monthly billing changes analysis
• Bank reconciliations
• Adding sales leads to CRM
• Monthly sales graphs and statistics

General Office Duties

• Purchase order processing
• Answering telephone
• Petty cash posting
• Stationery orders
• Facilities duties
• Organising employee travel and hotel arrangements

Health and Safety

• Maintain First Aid box supplies
• Undertake First Aid training
• Undertake Fire Warden training

Additional Duties

• Undertake project work as requested
• Any other duties as required

• Minimum two years’ office experience in a finance or administration role
• AAT level 2 qualified or similar
• Excellent English communication skills, verbally and in writing
• Confident nature and ‘can do’ attitude
• Experience and understanding of business processes
• GCSEs in English and Mathematics at grade C or above
• Excellent Microsoft Office skills, especially Excel and Word
• Ability to liaise well with others
• Ability to work on own initiative
• Flexibility and adaptability