Finance and Sales Admin

  • Location: West Yorkshire
  • Job Type: Permanent
  • Discipline: Sales and Marketing
  • Posted: 9 November 2022
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Sales and Accounts Admin Executive


Up to £23K depending on experience


An opportunity has arisen as a Sales & Accounts Admin Executive. Reporting to the Sales & Admin Manager and working primarily in the Sales office, the role undertakes a wide variety of duties to ensure the effective processing of orders, enquiries and sales leads for the company’s clients and on behalf of the business, coupled a number of general and generic accounts administration functions to aid with the day to day running of the business, as detailed below under primary duties. Full training will be given for all tasks and duties may be modified from time to time to suit the needs of the business and/or site – see other duties.

Hours of work required are 8:00am to 5:00pm Monday to Thursday and 08:00am to 4.30pm on a Friday however these can be negotiable dependant on the successful candidate’s circumstances.

Primary Duties – Sales Admin:

  • Control and administration of sales enquiries – responding in a timely manner to all customer enquiries via email and telephone.
  • Preparing quotations and pricing schedules – sending quotations for larger enquiries and pricelists to customers following visits.
  • Winning business in a profitable manner – making commercial decisions to ensure margins are protected whilst keeping customers happy.
  • Marketing Exercises – assisting Sales & Admin Manager with marketing activities to obtain new and increase existing business.
  • Process customer purchase orders – preparing sales order paperwork and / or liaising with clients or suppliers to fulfil orders by required by date.
  • Customer Delivery Liaison – keeping clients up to date with the status of their orders and deliveries.
  • Sales Activities – using lead driven information to create interest in the business with a view to booking meetings for the Sales Manager and/or opening new trade accounts and converting leads into new business.
  • Trade Counter – assisting with operation and customer requirements.
  • Communication – relaying important information within the team and with customers and suppliers etc.
  • Attention to Detail – ensuring customers’ orders are fulfilled correctly and on time.

Primary Duties – Accounts Admin:

  • Opening new accounts on SAGE & sending letters - adhoc
  • Checking Purchase Ledger Invoices to PO - weekly
  • Raising Purchase Invoice queries & obtaining authorisation - weekly
  • Inputting Purchase Invoices - weekly
  • Chasing overdue Account - weekly
  • Updating & communicating out stop list - weekly
  • Raising & Printing Sales Invoices - weekly
  • Sending out Customer Statements – monthly
  • Downloading supplier Invoices from online portals - monthly
  • Creating monthly supplier payments lists – monthly
  • Opening new accounts on SAGE & sending letters - adhoc
  • Taking Card payments when necessary - adhoc
  • Banking Cheques when necessary - adhoc


For further details please forward your CV for consideration.  Mpeople, are a recruitment business acting on behalf of our clients, if you do not receive a response within 5 days please presume your application has been unsuccessful on this occasion

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