Billing Assistant

calfordseaden is a leading multi-disciplined construction and property consultancy. We provide a definitive range of services to the UK building and construction industry covering civil & structural engineering, building & quantity surveying, clerk of works, project management, employers agent, architecture, mechanical & electrical engineering, sustainability, building information modelling, development monitoring, expert witness, rights of light, party wall and health & safety.

Billing Assistants Responsibilities:

On a daily/Weekly Basis:

You will be providing invoicing for groups (to be decided) and circulating to appropriate person and approving them for issue.

Regularly updating our document management system with accounting information and future fees.

Filing fee proposals and updating fee plans where necessary.

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.

Attending group meetings when required as directed by the manager.

Maintaining regular contact with all internal clients at the appropriate level.

Undertaking work in a diligent manner.

Reporting progress to the manager keeping them appraised of important issues.Ensuring that training needs are identified and addressed.

Attending regular performance reviews.

Assisting the Supervisor with the upgrade of our current billing system.

On a Monthly Basis:

You will be moving jobs on fee plans and general updating of information on the fee plan system.Updating database with aged debt information.

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:

Essential Criteria:

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 previous experience in a professional services environment (desirable).

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.

This role is Hybrid