Sales Ledger Assistant / Accounts Assistant (Office-Based)
About the Role:
We are seeking a meticulous and adaptable Accounts Assistant to join our client's dynamic team. This is an office-based role where you will play a crucial part in ensuring the smooth and efficient running of their sales ledger.
Our client is based just outside Whitecraig in Midlothian, and due to the office location they are not on a public transport link.
Key Responsibilities:
1. Daily/Weekly/Monthly Sales Ledger Processing:
* Issue accurate and timely invoices to customers.
* Verify purchase orders for accuracy.
* Ensure all zero-priced jobs are correctly priced and updated for future orders.
2. Customer Service & Accounts Management:
* Respond promptly to customer inquiries via phone and email.
* Obtain missing information from customers as needed.
* Maintain and update customer records (including new account setups).
* Process credit card payments and new Direct Debit mandates.
3. Reporting & Analysis:
* Compile and analyze monthly sales reports.
4. Administrative Support:
* Assist the sales and finance departments with various administrative tasks.
5. Phone Handling: Answer incoming calls and provide excellent cu...