Accounts Assistant - #2172590

Accounts Assistant

Location: Edinburgh (hybrid working available)

Salary: Up to £30,000

A growing organisation operating within a fast-paced, client-focused environment is seeking a detail-oriented Accounts Assistant to join its finance team.

This role offers a varied mix of finance administration, payment processing, customer service and account management responsibilities. You will work closely with colleagues across the business to ensure financial transactions are processed accurately and clients receive a high level of service throughout the customer journey.

Key Responsibilities

Accounts Administration

• Prepare and issue customer account statements and associated payments within agreed timescales.
• Review and maintain client records, ensuring personal and banking information is accurate and up to date.
• Apply relevant charges, fees and commissions where required.
• Process commission agreements and related payments.
• Investigate and resolve account queries, discrepancies and customer concerns.
• Maintain accurate financial records and supporting documentation.

Payment Processing & Credit Control

• Monitor incoming payments and update internal systems accordingly.
• Assist with credit control activities, including following up outstanding balances.
• Produce and distribute invoices and payment confirmations.
• Support the resolution of payment-related issues and queries.

Operational Support

• Verify customer information within internal systems.
• Assist with transaction processing during key operational periods.
• Handle post-transaction administration and reconciliations.
• Support the wider team with documentation, correspondence and reporting.
• Respond professionally to customer enquiries via telephone and email.

About You

You'll be someone who enjoys working with both people and numbers, with a strong eye for detail and a proactive approach to problem-solving.

We're looking for:

• Previous experience in a finance, accounts administration or customer service role.
• Strong communication skills, both written and verbal.
• Confident telephone manner and ability to manage customer enquiries professionally.
• Good working knowledge of Microsoft Excel.
• Experience using finance, banking or business systems.
• Excellent organisational skills and the ability to prioritise workloads effectively.
• High levels of accuracy and attention to detail.
• A team player who can also work independently and use their own initiative.
• Ability to remain calm and organised when working to deadlines.

What's on Offer?

• A varied and interesting finance role within a specialist business.
• Hybrid working arrangements.
• Supportive and collaborative team environment.
• Opportunities to develop your finance and customer service skills.
• Competitive salary and benefits package.

This role would suit candidates from backgrounds such as Finance Assistant, Accounts Assistant, Finance Administrator, Sales Ledger Assistant, Credit Controller, Banking Administrator or Customer Accounts Administrator looking for a broad and engaging position.