Position: Entry level

Job type: Full-time

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Job content

Julie Rose Recruitment are looking for a Billings Assistant to work in a finance department of a professional services company for a period of 9 months. You will be working with the team to provide a high quality and responsive service to the company.

On a Daily/Weekly Basis

Responsibilities for the Billings Assistant:
  • You will be providing invoicing for groups (to be decided) and circulating to the appropriate person and approving them for issue.
  • Regularly updating the document management system with accounting information and future fees.
  • Filing fee proposals and updating fee plans.
  • Drafting and issuing credit notes.
  • Accurate data entry.
  • Emailing invoices and appropriate information to group leaders.
  • Managing emailing and telephone enquiries in a timely way.
  • Assisting with the entry of expenses (including those that are billed to clients) onto the Sage accounting system.

On a Monthly Basis
  • You will be moving jobs on fee plans and general updating of information on the fee plan system.
  • Changing invoicing details and filing letters from clients.
  • Checking the summary corresponds with invoices raised for each group.
  • Generating Credit Note Report.
  • Checking all rechargeable invoices have been dealt with.
  • Accurately entering expenses/mileage onto the database.
  • Closing jobs and saving forms to projects.
  • Entering Workroom Job Sheets onto the system.

Person Specification For The Billings Manager
  • You will be professionally dedicated, innovative and enthusiastic with a flexible approach to work.
  • Good attention to detail is required.
  • You need to be well organised to prioritise your work to meet deadlines.
  • You will have experience of raising invoices and billing, maybe in an accounts department.
  • You will need to be resilient as the job is pressured at times to meet the needs of the business.
  • A good communicator in written and spoken English as you will be dealing with senior stakeholders and clients within the business.
Please note that this is a 9 month contract

The vision of our client is to build on its identity as a trusted client advisor by showing professional integrity, technical expertise, to be solution focused and provide a reliable personal service. The staff play an integral role in the successful delivery of the company’s consistently high-quality service.
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Deadline: 26-07-2024

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