Summary
Overview
Work history
Education
Skills
Timeline
Generic

Sukhmani Kaur

Hayes,LAN

Summary

Hardworking Finance Assistant well-versed in handling accounts payable and receivable in legal finance while supporting payroll operations, reporting requirements and account audits. Meticulous and systematic with top-notch multitasking and communication strengths. Analytical problem-solver and organised planner seeking growth-oriented position.

Overview

5
5
years of professional experience

Work history

Legal Finance assistant

4th Dimension Ltd
Egham, Surrey
05.2023 - Current
  • Managed client and office accounts daily, keeping records organised and current.
  • Handled electronic transfers via BACS, CHAPS, and Faster Payments for timely movement.
  • Completed bank reconciliations to confirm figures matched across accounts.
  • Maintained current knowledge of solicitors accounts rules to support compliance.
  • Worked closely with fee earners and secretaries to deliver efficient service.
  • Prioritised administrative tasks to meet tight deadlines reliably.
  • Reconciled purchase ledger balances, correcting mistakes for accurate complete records.
  • Processed VAT invoices on ledger by required cut-off dates.
  • Prepared weekly and monthly payment runs for scheduled disbursements.
  • Reconciled company accounts, including credit cards and expenses, consistently.
  • Monitored accounts payable and receivable statuses to keep records up-to-date.
  • Answered member calls about accounts and arranged necessary adjustments and payments.
  • Maintained company accounts using Sage 50, Intacct, QuickBooks, and Xero.
  • Reconciled vendor and supplier ledgers with statements to match transactions.
  • Organised month-end, quarter-end, and year-end processes for accurate close.
  • Posted journals for prepayments and accruals to reflect correct periods.
  • Maintained company purchase and sales ledgers for clear audit trails.
  • Reviewed customer invoices for accuracy, then posted information to general ledger.

Foreign Exchange Advisor Administrator

Travelex
Heathrow, HNS
09.2022 - 03.2023
  • Provided outstanding customer care, offering friendly greetings, service and accurate currency exchange.
  • Managed incoming and outgoing calls for busy office.
  • Maintained high standards of accuracy and quality in data entry and recordkeeping.
  • Maintained detailed administration and office procedures to improve accuracy and efficiency.
  • Effectively managed incoming and outgoing mail to maximise office efficiency.
  • Handled customer complaints, providing appropriate solutions to guarantee positive outcomes.
  • Maintained excellent client satisfaction by providing in-depth support.
  • Managed high-volume customer queries simultaneously through effective multitasking.
  • Greeted incoming customers in a professional manner and provided friendly, knowledgeable assistance.
  • Interacted with customers professionally by phone, email and in-person to deliver accurate service information.
  • Took meeting minutes and distributed to core staff for effective inter-office communication.

Retail Assistant

Superdrug
Ealing
11.2021 - 09.2022
  • Assisted customers with signing up for store loyalty programmes and provided details about key benefits.
  • Listened to customer needs and preferences to provide targeted advice, increasing sales .
  • Regularly exceeded weekly sales targets through exceptional service and proven upselling techniques.
  • Received stock deliveries, accurately completing paperwork and updating system records.
  • Assisted customers with varying questions using product knowledge and service expertise.
  • Resolved customer issues using strong interpersonal skills and conflict resolution techniques.
  • Delivered outstanding in-store experience through positive and attentive customer service.

Education

GCSE - Maths and English

West London College
London

AAT level 3 Advanced Diploma - Accounting

West London College
London
09.2024

AAT level 2 foundation certificate in Accounting - Accounting

West London College
London
07.2020

Skills

  • Expert communicator
  • Good knowledge of Excel V look up and H look up
  • Target-driven
  • Account reconciliation
  • work well under pressure
  • Attention to detail
  • Happy to help attitude
  • Leadership

Timeline

Legal Finance assistant

4th Dimension Ltd
05.2023 - Current

Foreign Exchange Advisor Administrator

Travelex
09.2022 - 03.2023

Retail Assistant

Superdrug
11.2021 - 09.2022

GCSE - Maths and English

West London College

AAT level 3 Advanced Diploma - Accounting

West London College

AAT level 2 foundation certificate in Accounting - Accounting

West London College
Sukhmani Kaur