Collection Controller at Adams & Adams

Duties and responsibilities

• Supervise the Credit Control and Ebilling team
• Stand in for counterparts when on leave
• To maximise the collection of any overdue accounts
• Ensure that all communication from the Credit Controllers is effective, accurate and in line with the communication guidelines of the Firm
• Ensure the distribution of accurate invoices and credit memos to all clients in a timely manner, any email returns are to be addressed within one week
• Ensure all write offs are approved and processed accurately and on time
• Assisting with Handover process and monitoring all handover accounts through consistent liaison with debt collection entity
• Approving and monitoring client's refunds, consolidated invoices, transferring of funds from business to trust accounts and vice versa
• Calculating and issuing of client rebates, as required
• Manage customer ledgers ensuring timely reconciliation on key accounts
• Minimise number of overdue accounts and monitoring Credit Control activity
• Distribute work and ensure that queries are resolved within the specified time frame
• Managing the Month-end statement process and procedure
• Monitor unallocated receipts and credit notes
• Ensure that old trust money and matter credits are addressed and resolved
• Update and maintain client master data i.e. addresses, contact details, responsible partners and allocation of new accounts to Credit Controllers
• Maintain accurate records for client master data, ensuring invoices reflect the true ageing pattern for debtor reporting
• Assist the Credit Manager with the KPI's of the Department
• Ensure staff are motivated and trained as required
• Provide training to the legal support staff as required
• Attend to ad-hoc duties and projects as they arise
• Produce weekly, Monthly and adhoc reporting to internal and external clients
• Monthly Reports for Partners' Meetings
• Debtors Management Report
• Collections Controller
• Trust Balances Report for crunching purposes
• Maintain the unapplied Cash Credit by Matter Report
• Monthly handover reports
• Monthly report of Debts due to prescribe

Understanding of Ebilling requirements and processes

• Ensure e-billing portal access and associated compliance certificates are in place and working optimally
• Ensure annual rate increases are attended to before the 1st January each year
• Ensure client budgets and forecasts are uploaded as required
• Ensure e-billing invoices are approved and paid within the agreed payment terms
• Ensure standing instructions/billing guidelines are updated on CMS and communicated to the departments in order to update Patricia to ensure alignment across the firm

Qualification/s

• Matric or equivalent qualification
• Bookkeeping/Accounting/Credit Management Part 2 & 3
• Minimum of 3-4 years' experience