Sales Ledger Assistant Job Description Template
Our company is looking for a Sales Ledger Assistant to join our team.
Responsibilities:
- Chasing old invoices and providing copies or liaising with internal staff with queries;
- Allocate daily payments;
- Ensuring queries are resolved promptly;
- Process accounts and incoming payments in compliance with financial policies and procedures;
- Providing quotes on orders;
- Generate financial statements and reports detailing accounts receivable status;
- Verify discrepancies by and resolve clients’ billing issues;
- Dealing with payment queries and collating information and documents for processing refunds;
- Facilitate payment of invoices due by sending bill reminders and contacting clients;
- Prepare bills, invoices and bank deposits;
- Tracking and allocating Purchase Order numbers;
- Monitor and ensure payments are received from customers, chasing outstanding debt where necessary;
- Setting up new customers on SAGE;
- Updating and maintaining customer records;
- Raising sales invoices on the system and sending them to customers.
Requirements:
- Good written and verbal communication skills;
- Strong MS Office / Excell Skills;
- Solid practical experience in a similar role;
- Flexible approach;
- Proven working experience within accounts receivable;
- Customer service orientation and negotiation skills;
- Data entry skills along with a knack for numbers;
- English, Full professional proficiency;
- Hands-on experience in operating spreadsheets and accounting software;
- Italian, Professional working proficiency;
- High degree of accuracy and attention to detail;
- Proficiency in English and in MS Office;
- Proven ability to calculate, post and manage accounting figures and financial records.