Accounts Receivable Assistant - 12 Month FTC

Evelyn Partners Limited; Nottingham; On-site; GBP 25,000 - 35,000; Full time

Job description

Accounts Receivable Assistant - 12 Month FTC

• Full-time
• Office Location: Nottingham

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

What will you be doing?

We're seeking a talented individual to join our Finance team in Nottingham. You will be responsible for the administration and allocation of revenue receipts from 3rd party Providers and clients, including the resolution of queries and requisition of missing statements in addition to credit control activities.

As Accounts Receivable Assistant, your responsibilities will include among others:

• Accountable for allocating provider revenue receipts onto Xplan in a timely and accurate manner
• Maintain and update records used as part of the revenue allocation process
• Responsible for raising and resolving queries on provider statements
• Ensure statements are chased/scanned and saved accordingly
• Assist other members of the Accounts Receivable team with projects and ad hoc requests, with all work completed in line with CASS rules and Data Protection legislation
• Assist with credit control related tasks

Skills and Experience

To be successful in this role, you should:

• Experience working within a finance team in a similar role is essential
• Knowledge of Xplan and Company is highly desirable
• Strong Excel knowledge, particularly lookups and pivot tables
• Excellent team working skills
• Educated to GCSE Level A-C in Maths and English

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.