Role Title: Accounts/Operations Assistant
Role Purpose:Toprovide a professional and accurate service to Finance, HR, Health & Safety and Operation Team
Department: Finance, HR, Health & Safety and Operations
Reports To: Director of Financial Accounting ,HR and Operations and Finance & Operations Team Leader
Key Accountabilities & Key Activities
1. Customer care
Part of a team that maintains Accounts Receivable, Accounts Payable, HR, Health & Safety and Operations.
2. Service delivery
Assist in processing Sales Invoices.
Assist in Daily Banking process within Great Plains (Account Package).
Assist in Collecting customer payments for accounts receivable within 30 days, including outbound communications with customers as needed.
Maintain customer accounts and update on Great Plains and CRM database as needed.
Maintain listing of accounts payable.
Maintain and updated vendor files.
Assist in Shipping Materials to training Events
Assist in completing month end procedures.
Verify that transactions comply with financial policies and procedures.
Organisation of daily workload
Actively commit to self-development
To utilise all learning resources available e.g. internet
Maintain good working knowledge of systems and continuing updates
To attend all internal and external meetings and training courses
5. Team work
Successful networking between members of the team
Proactively support colleagues as dictated by changing workload demands
To share skills and knowledge within the team
To share relevant client information with other service deliverers
7. Commercial awareness
Be aware of the scope of CPI (Europe) Services and to identify any relevant additional service opportunities within the existing and prospective customer groups
Key Contacts (External and Internal)
Director of Financial Accounting , HR and operations
Senior Management Team
Quality and Validation Team
Essential role related knowledge, skills, qualifications and experience at selection
Strong communication skills (verbal and written)
Computer literate/Excel and Word
Good interpersonal skills
Evidence of a commitment to CPD
Good organisation / time management skills
Customer / client focused
Self-motivated and able to work with the minimum of supervision