EPI Accounts Assistant Role bei DAC Beachcroft
DAC Beachcroft · Leeds, Vereinigtes Königreich · Hybrid
- Junior
- Optionales Büro in Leeds
The Accounts Assistant will support EPI billing, along with any associated tasks in the billing process. They will work closely with the EPI Account Managers, the EPI team (lawyers and support team) and national finance team to ensure invoices are raised correctly and sent out to the clients in accordance with our the relevant Service Level Agreements.
Key Responsibilities
- Support and work with the three EPI Account Managers in the team.
- Support them in managing departmental billing processes ensuring that time and/or disbursements are processed in accordance with client protocols, ensuring clients are billed the right amounts at the right time.
- Checking invoices received from our finance team ensuring they have been billed as per the instructions, then forwarding to the relevant clients by email/electronic means in accordance with our Service Level Agreements.
- Dealing with invoice-related queries from clients in an efficient and professional manner.
- Assisting the team with queries on financial matters such as billed/unbilled time, disbursements, billing and client account balances.
- Supporting in running and gathering information for Client Management Information reports.
- Liaising with our finance team to resolve account queries.
- Handling confidential information in line with the Firm’s data security protocols.
Skills, Knowledge and Expertise
- Must be organised with the ability to manage and prioritise work within prescribed timescales.
- Has a proactive and flexible approach.
- Must have a good eye for detail and excellent numeracy skills
- A good knowledge of Excel.
- High standard of written and oral communication skills with the ability to liaise confidently and professionally with clients and colleagues at all levels.
- Team oriented with a willingness to share knowledge with and support other members of the team/cluster.
- Experience of using a case management system preferred
- Experience/understanding of finance systems preferred.
- Previous finance/billing experience within a professional services environment is ideal but not essential.
