Financial Assistant

Overview

Assist finance team with payments, invoicing, refunds, customer queries and data reconciliation.

Key Responsibilities

• payments processing
• invoice management
• account reconciliation
• credit control
• data integrity
• customer service

Tasks

As our Finance assistant, you’ll support the Transactional Finance Team in the delivery of timely and accurate financial information and the delivery of compliant efficient and diligent financial practices which facilitate the assessment of the Institutes financial performance and sustainability. -Supporting the CIOB renewals cycle, ensuring all key milestones and SLAs are met. -Supporting customer account maintenance and credit control ensuring that the CIOB and it’s subsidiaries maintain accurate high quality receivable records. -Responsibility for taking customer payments (all methods) to include processing, allocating and reconciling member refunds. -Managing membership related queries, via shared mailboxes and Finance Service Desk ensuring that SLAs are met, and queries are resolved. -Strengthening and growing relationships with internal and external stakeholders through timely processing of invoices and receipts, exercising integrity and confidentiality. -Delivering information clearly and accurately with strong attention to detail to maintain accuracy of financial records. -Providing excellent customer service through responding to queries with SLA’s and contribute to achieving forecasted retention rates ensuring a smooth efficient customer journey. -Supporting the timely and accurate processing of new customer accounts, invoices, credit notes and receipts ensuring all are compliant with the institute’s process/policies and tax requirements. -Assisting with the Finance system and Bank to CRM reconciliation process for UK, HK and China income, ensuring the integrity and consistency of institutes data and financial reporting.

Requirements

• accounting
• excel
• finance
• communication
• teamwork
• flexibility

What You Bring

-Understanding of accounting, finance, and management principles -A confident IT user with good Excel skills and an ability to pick up new IT systems quickly. -Strong communication and interpersonal skills -Demonstrable experience in an accounting/finance team environment -Ability to work to tight timescales, organised and flexible, with a focus on excellence.

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Benefits

Ø 25 days holiday (rising to 29 with service) plus bank holidays, a birthday day off, and Christmas closure. We are proud to say that we hold a Gold Investors in People Award – which we really hope will show you our commitment to you as an employer. Salary: £26,509 per year Ø Private medical insurance (includes Online GP and Wellbeing Assistance) and a Health Cash Plan (includes dental and optical cashback). Working Hours: Full Time, 36 hours per week Ø Enhanced family-friendly policies and life assurance. Ø Private pension scheme with employer contributions and free pension advice. Ø Access to resources supporting wellbeing, including an Employee Assistance Programme and mental health first aiders. -Development Opportunities: Learning and development tailored to your career growth. -A Competitive Salary -Generous Benefits Package: -Inclusive Environment: We’re a disability-committed and EDI-focused employer, with values that celebrate diversity and inclusivity. -Recognition: We hold a Gold Investors in People Award, reflecting our commitment to your development and wellbeing.

About the chartered institute of building (ciob)

Nope

Sector Specialisms