Customer Service Assistant/Finance Assistant

Principal Duties and Accountability

General Duties:

• Handle Finance counter and Student Finance email
• Respond to students' email and telephone queries related to the outstanding balance
• Respond to students' requests for the special payment plan and follow up on missed instalments
• Collection of students fee outstanding by sending fee reminders and consistent calls
• Prepare Manual SOA and invoice as per student request necessary for the collection
• Review of Monthly Aging Report and analyse the movement of receivables to improve the collection
• Maintaining the prior year's overdue receivables list, coordinating the collection email to be sent by the external legal consultants and identifying bad debts
• Compile all documentation for the Student Finance Committee Meetings
• Document collection effort by preparing the status of deliverables
• Assist the Head of Finance/Finance Manager in other finance tasks
• Respond to all student/parent queries (in person/telephone/email)
• Manage the Student Finance email inbox/helpdesk
• Develop standard response templates to frequently asked questions
• Accept over-the-counter credit card payments
• Participate in credit control collection activities, primarily calling students with outstanding debts.
• Ad hoc duties as required.
  
  

Requirements

Qualifications Required

• Excellent communicator in English, both verbal and written.
• Min. 2 years' customer service experience
• Accuracy & attention to detail.
• Experience working within the credit control section.
• Ability to multi-task and manage own workload
• Accuracy and attention to detail.
• Strong IT skills and proficiency in MS Office.
• Target and deadline driven
• Experience in Education / Finance environments desired.
• ACCA, CA, or CPA qualification is desirable
  
  

The intent of this job description is to provide a representation of the types of duties and responsibilities that will be required of positions given this title and shall not be construed as a declaration of the total of the specific duties and responsibilities of any particular position. Employees may be directed to perform job-related tasks other than those specifically presented in this description.