Accounts Receivable Assistant

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 member 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
  
  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
• Strong communication skills
• Excellent team working skills
• Educated to GCSE Level A-C in Maths and English
  
  Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• 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 for your needs throughout the application process. Please let your Recruiter know.