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Finance Office Assistant

Finance Office Assistant

JD33: Finance Office Assistant
Last modified: February 2021
Last modified by: Sandra Grogan

Finance Office Assistant

To be trained in sales ledger and finance related duties, the importance of company

policies and procedures and adhering to Data Protection requirements which

will enable the apprentice to be responsible for the areas noted below.

Position:

Position Summary:

Key Responsibilities:

▪ Email requests to customers requesting copy remittance advices

▪ Send copy Invoices and Credit Notes to customers

▪ Print and send Bi Monthly Statements of Accounts

▪ Allocate query codes to customer invoices

▪ Process credit notes

▪ Use excel to record key information as required

▪ Work through tasks received into an Email Box

Qualities/Attributes:

▪ Numerate

▪ Orientated to providing a good Customer Service

▪ Familiar in Microsoft Word, Excel, Outlook (Not essential as training will be provided)

▪ Flexible and co-operative

▪ Ability to identify and prioritise workload (Not essential as training will be provided)

▪ Confident communicator

▪ Enjoys a challenge and team working

▪ Capable of working to deadlines

JD33: Finance Office Assistant
Last modified: February 2021
Last modified by: Sandra Grogan

 

 

 

Finance Office Assistant

Rossendale, UK
Traineeships

Published on 27 May 2021

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