Ref - Accounts Assistant – Ref 8090

AAT Level 3 Accounts Assistant Grantham

AAT Level 3, working towards Level 4. This candidate is an experienced Accounts Assistant / Credit Controller looking to develop their career as an Assistant Accountant. They have strong operational finance capability, excellent attention to detail, and a proven ability to streamline processes within busy finance teams. They collaborate effectively across departments, support the Finance Manager with reporting and ledger accuracy, and play a key role in maintaining smooth financial operations and customer account management.

In their work as an AAT Level 3 Accounts Assistant, the candidate is responsible for:

  • Daily inputting of sales and purchase invoices

  • Maintaining accurate bookkeeping records

  • Preparing monthly journals for management accounts

  • Completing bank reconciliations

  • Managing petty cash transactions

  • Processing supplier payments within required timeframes

  • Handling employee credit card transactions and ensuring timely posting

  • Reconstructing and digitising filing systems to improve efficiency

  • Liaising with other departments to resolve customer and supplier queries

  • Designing improvements to internal credit control procedures

  • Supporting ledger accuracy to help improve cash flow visibility

Within their Credit Controller responsibilities, the candidate:

  • Communicates with customers to collect outstanding debt

  • Manages debt recovery through email and phone contact

  • Produces clear reporting to support the Finance Manager

  • Redesigns debt reporting processes and integrates them with Power BI

  • Resolves customer queries and prepares tailored payment plans

  • Ensures compliance requirements are met in all credit processes

  • Produces finance and rental agreement contracts for customer machine orders

Key Skills:

  • Debt recovery and credit management

  • Strong administrative and organisational skills

  • High accuracy in financial transaction checking

  • Understanding of double-entry bookkeeping

  • Proficient in Microsoft Office

  • Excellent customer service and communication

  • Commitment to continuous professional development

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Benjamin Edwards Recruitment Lincolnshire