Purchasing and Accounts Assistant

The Purchasing and Accounts Assistant role is a full-time position with various tasks split between two business areas, procurement and accounts. This role will service our existing clients' needs, responding to new sales enquiries and supporting the external sales team (Director and Account Executive), along with several bookkeeping/admin responsibilities.

Responsibilities:

• Maintain In-Depth Product Knowledge: Keep comprehensive knowledge of ITMA’s products and services to effectively support clients.
• Operate ConnectWise Sell: Utilize ConnectWise Sell for creating quotes, proposals, and processing internal purchases, including issuing client invoices and handling monthly invoicing.
• Manage Inventory and Orders: Receive physical goods and electronic licenses, maintain inventory records, and track orders using ConnectWise, and perform stocktake activities.
• Supplier and Vendor Communication: Regularly communicate with suppliers, develop strong relationships, and arrange purchase orders and supplier invoices through CloudOlive.
• Accounts Management: Reconcile business accounts, credit cards, and petty cash, manage accounts payable and receivable, and ensure timely reconciliation of bank and credit card statements.
• Data Entry and Record-Keeping: Perform accurate data entry tasks, maintain office supplies, and ensure that policies and procedures for areas of responsibility are current.
• Client and Staff Coordination: Arrange staff and client functions, handle couriers, occasionally answer the front door, and check PO Box and premises mailbox weekly.
• Support and Communication: Provide general business support, maintain strong communication with Service and Project teams, and record opportunities and activities in ConnectWise promptly

To be successful in this role, you will have:

• We are looking for someone who has:

• Experience in an administration role

• Excellent communication skills

• High level of attention to detail

• Prior experience in purchasing or bookkeeping

• Ability to prioritise and orchestrate effective and efficient working pathways in a dynamic, high-pressure business environment.

• Positive attitude and willingness to learn

• Experience using Microsoft suite

• Business Systems Knowledge:

• Microsoft Office - Essential

• ConnectWise Manage – Highly Desirable

• ConnectWise Sell – Highly Desirable

• Reckon Accounts or Xero - Desirable