Role Title: Accounts/Operations Assistant
Reports To: Director of Financial Accounting ,HR and Operations and Finance & Operations Team Leader
Department: Finance, HR, Health& Safety and Operations
Role Purpose: To provide a professional and accurate service to Finance, HR, Health & Safety and Operation Team
Hours - Monday - Friday 9am - 4pm
1. Customer care
Part of a team that maintains Accounts Receivable, Accounts Payable, HR, Health & Safety and Operations.
2. Service delivery
Process Sales Invoices.
Collect customer payments for accounts receivable within 30 days, including outbound communications with customers as needed.
Print, review and mail monthly statements.
Maintain customer accounts and update on Great Plains and CRM database as needed.
Verify that transactions comply with financial policies and procedures.
Prepare batches of invoices for data entry.
Maintain listing of accounts payable.
Maintain and updated vendor files.
Receive in purchase orders.
Process all event registrations
Complete Pre Event Calls - Payments and Number of Attendee. Inform relevant people when issues arise.
Assist in completing month end procedures.
Complete Audit on CRM data processing.
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
Strong interpersonal skills
Evidence of a commitment to CPD
Strong organisation / time management skills
Customer / client focused
Self motivated and able to work with the minimum of supervision