Accounts Clerk including CRM Administration - Henley-on-Thames, Oxfordshire

Accounts Clerk including CRM Administration - Henley-on-Thames, Oxfordshire

Reporting To: Finance Manager

Hours Of Work: Full time - 40 hours a week (including lunch)

9.00am - 5.00pm Monday to Friday (although working hours can be discussed at interview)

Contract: Permanent

Salary: £21,000 to £22,000.00 per annum (depending on experience)

The Role

To support the Finance Manager in the smooth running of the finance department and to work as a team to ensure the finance function delivers what is required of it by The Club.

Reporting to the Finance Manager you will be a confident & capable individual who will relish taking ownership of the following tasks:

Responsibilities

• Monitor credit card charges, payment discrepancies, refunds, returns and miscellaneous charges
• Assemble financial data for Direct Debit collection
• Assist the Finance Manager on a day-to-day basis with the overall sales ledger, credit control function
• Work to strict deadlines, working well with colleagues and ensuring that each task is completed with a strong attention to detail.
• Deal with any Members’ queries and resolving them in accordance with policies and procedures.
• Maintain orderly financial filing system files. Manage the archive process and ensure this adheres to the archive policy.
• Help chase for outstanding balances from our members.
• Assist with any accounting projects in the office
• ​Any other ad-hoc reports that the FM may require
• Grow the role as the company grows, learning from the finance team.
• To assist with providing information to auditors during the year-end audit process.
• Contributing to a team approach to workload demands elsewhere within the Finance team.

CRM

• Comfortable with systems and data processing
• Ensure that the data in our CRM system (ESP) is correct
• Gather, identify, and analyse CRM software requirements and ensure that they are met
• Monitor data quality, data migrations, and data integration
• Provide support and training for staff in data entry and basic management
• Extract data and prepare report and statistics as required.
• Deal with any Members’ queries and help them set up their profile on the System

This job description is not intended to be an exhaustive list of duties to be performed by the employee. This job description may be altered to reflect the business needs of the company.

Selection Criteria

Essential

• Accuracy and efficiency when completing data entry tasks
• Display a friendly and hardworking attitude
• Good time management skills with the ability to manage own time and workload without hour-to-hour supervision.
• Computer literacy and the ability to use various specialist applications
• Good verbal and written communication skills.
• An openness to feedback and a drive to improve
• Communication skills (email/telephone/face to face).

Desirable

Previous experience working in Admin, Accounts Department, Members’ Club or similar working environment in hospitality preferable but not a must

Club Benefits

As well as the traditional benefits such as our pension scheme, life assurance and 28 days holiday each year (pro rata), you will enjoy extra perks when you join the team at Phyllis Court.

• Perkbox (discounts at high street retailers and restaurants)
• Flow hospitality training in relation to your role at the Club
• Institute of Hospitality membership (on passing probation)
• Gym & swim access at the Fitness Centre
• Employee Assistance Programme (EAP) and wellbeing support
• Meals and hot drinks while on duty
• Complimentary parking onsite
• Friends and family rates for hotel accommodation and special event bookings
• Friends and family tickets for Henley Royal Regatta
• Staff socials and events
• Automatic enrolment in the Club pension scheme
• Life assurance scheme
• Staff accommodation on request