via indeed · 1 June 2026 ·5 days ago

Accounts Assistant

Citi Medical Limited
Bolton Full-time
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We are a trusted medico\-legal services provider, working with law firms, insurers, and medical experts to deliver high\-quality reporting . Our focus is on accuracy, compliance, and excellent client service.

Role Overview

The Accounts Assistant will work with our Senior Accounts person in processing sales / purchase invoices, allocation of cash, as well as credit control, and answering accounts related queries by either telephone or email.

Key Responsibilities

· To work closely with the Business Development Manager and accounts team in a busy office.

· To process accounts transactions on our bespoke case management system and the xero accounts package

· To assist clients in resolving invoice / payment queries in a timely and professional manner

· Ensure compliance with medico\-legal standards, internal policies, and data protection regulations..

· Identify and resolve accounts issues promptly, ensuring minimal disruption to service.

· Support the implementation of new systems, processes, and business initiatives to enhance operational performance.

· Contribute to strategic planning and assist in achieving business growth objectives.

Skills \& Previous Experience

Previous work experience in an accounts environment

Confident on with the telephone either incoming or outgoing queries

Experience in a role for a company in the healthcare, legal, or insurance background would be advantageous

· Excellent organisational skills and a proactive, hands\-on approach to leadership.

· Strong commercial awareness and understanding of business operations.

· High attention to detail

· Proficiency in CRM systems, reporting tools, and the Microsoft Office Suite.

Must be able to work as a team

Job Types: Full\-time, Permanent

Pay: From £14\.00 per hour

Application question(s):

  • Do you have any experience in the Healthcare / Legal / Insurance industry
Education:
  • A\-Level or equivalent (required)
Experience:
  • Office: 3 years (required)
Work Location: In person

The market for this type of role

Similar openings
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1%
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3%
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Top skills in demand
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Frequently asked questions

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