Create a Job Description

Looking for the perfect candidate for your role, but struggling to produce an accurate job description? A job description is extremely important, not only for your employees, but for prospective candidates to view. This will ensure they understand the purpose of the role, the key responsibilities and duties of the role and most importantly what they can achieve in the role.

Not only is highlighting the duties of a role important, but also highlighting the key skills/experience enables you to find your “perfect” candidate.

Please fill out your contact details to get started and then proceed to clicking a category below to pre-fill out the key responsibilities and accountabilities, ideal background of a candidate, key skills and expertise and competencies. Once you have clicked into a category, you will be presented with automated bullet points, which will enable you to highlight the key aspects of the role you are recruiting for.

Once you have completed your job description, you will receive a a copy which will be e-mailed to you directly.

Job Description Examples

Click below to view full details to copy and paste your requirements.

Account Management

Assist with annual external audit and DOI examination.
Complete requested materials.
Assist in preparing assigned schedules for the annual and interim audit.
Coordinate and resolve various issues with bank such as cleared check differences, bank fee anomalies, targeted balance calculations and enhancements to online services.
Assist with testing and receive final approval for system reports required for management, financial reporting and general ledger reconciliations
Producing reports on a regular basis
Preparing accounts and reconciling balance sheets
Providing financial information for annual budget planning
Completing statistical and other financial returns and providing support for the monitoring of projects
Ensuring that accurate funding claims are produced and submitted
Managing and supporting a team of staff members
Preparing monthly management accounts for the company’s capital
Responsible for analysing data and understanding variances
Responsible for data manipulation using Excel
Responsible for capitalising when closing off projects
Producing monthly cashflow reports
Reporting financial information to the senior management team
Manage Fixed Assets
Interface with management in various departments, including engineering, sales operations, IT and legal
Quarterly balance sheet and P & L Fluctuation Analysis

Accountant

Assist with annual external audit and DOI examination.
Complete requested materials.
Assist in preparing assigned schedules for the annual and interim audit.
Coordinate and resolve various issues with bank such as cleared check differences, bank fee anomalies, targeted balance calculations and enhancements to online services.
Assist with testing and receive final approval for system reports required for management, financial reporting and general ledger reconciliations
Producing reports on a regular basis
Preparing accounts and reconciling balance sheets
Providing financial information for annual budget planning
Completing statistical and other financial returns and providing support for the monitoring of projects
Ensuring that accurate funding claims are produced and submitted
Managing and supporting a team of staff members
Preparing monthly management accounts for the company’s capital
Responsible for analysing data and understanding variances
Responsible for data manipulation using Excel
Responsible for capitalising when closing off projects
Producing monthly cashflow reports
Reporting financial information to the senior management team
Manage Fixed Assets
Interface with management in various departments, including engineering, sales operations, IT and legal
Quarterly balance sheet and P & L Fluctuation Analysis

Auditor

Managing incoming monies and allocating to the appropriate account,
Ensuring accounts have not reached their credit limits and putting accounts on stop where necessary.
Ensuring accounts have credit insurance, collating invoices and banking, raising purchase requisitions
Processing expenses
Assisting in the accurate and timely bank reconciliation
Assisting in the balance sheet reconciliation for the company’s various accounts
Journal posting on the company’s general ledger and profit and loss accounts
Assisting with month end accounting
Data entry
Responsible for managing budgets and accounts for various departments
Assisting in the preparation for reviews on a 6 month basis, and end of year
Monitoring and analysing expenditure whilst suggesting ways to cut costs.
Assisting other members of the finance team in any duties
Providing administration support as and when necessary
Overseeing the purchase ledger and liaising with team
Assisting in preparing annual budgets and quarterly forecasts
Maintaining capital expenditure system and producing monthly reports
Responsible for expenditure and variance analysis
Analysing stock movement and discrepancies.
Producing daily and weekly key performance reports
Managing accruals and prepayments
Dealing with a variety of accounts based calls and queries

Buyer and Procurement

Sourcing new suppliers and negotiating rates
Meeting with suppliers and agreeing contracts
Liaising with European suppliers via telephone and email
Identifying cost reduction opportunities
Working to tender schedules
Involvement in new product development purchases
Facilitate a competitive tendering process
Develop and manage contract schedule, prepare tender packages for existing and prospective new suppliers and negotiate pricing structure
Demonstrate excellent understanding of each specific process at the supplier including manufacturing / contracting capabilities and processes as suppliers
Effectively manage good working relationships with all suppliers and contractors ensuring the company is a preferred customer in supply chain management terms
Agree, review and gain approval for all on-going changes to contract prices
Actively negotiate ad-hoc purchases where required
Manage disputes with suppliers over issues such as pricing, payments, specifications, rebates, claims, etc.
Develop and report against agreed key performance indicators
Manage and be responsible for suppliers including all commercial aspects, vendor performance / measurement, quarterly review and market trends
Analyse commodity areas, evaluating current and any alternative suppliers to the benefit of the company including competitive position, pricing and effect on the market
Initiate and implement cost saving projects through continuous improvement methodology
Reporting
Proactively deliver regular updates on cost saving projects, workload plan, award of contract papers and any other identified reports
Actively liaise with colleagues in Procurement and other departments

Call Centre / Customer Services

Being the first point of contact for all incoming calls and dealing with existing enquiries, maintaining a calm professional and highly organised approach.
Processing high volumes of customer orders via telephone, fax and email
Providing advice on products and/or services
Ensuring all orders are processed for correct delivery
Making outbound calls to existing clients and advising them on promotions and new products
Contacting customers to obtain their feedback on the company’s services
Assisting in resolving customer queries and complaints to a satisfactory conclusion by following organisational procedures
Responsible for building sound customer relationships in order to ensure repeat business
Monitoring customer satisfaction surveys ensuring they are being conducted
Liaising with a wide range of departments across the business
Collating customer information and inputting details
General administration duties as and when required
Responsible for building sound customer relationships in order to ensure repeat business
Contribute positively to the team’s performance by using call centre telephones appropriately, monitoring wall-boards and other team activity to ensure Customers receive a quality service

Credit Control

Credit control and managing a section of sales ledger through telephone, email and written correspondence
Chasing the ledger for outstanding payments
Producing and despatching invoices
Opening new accounts
Processing credit checks
Entering received payments onto the company system
Demonstrate commercial awareness in making decisions concerning debtors
Handle individual debtors and make assessments and judgements when negotiating or agreeing payment plans in accordance with company policy
Demonstrate commercial awareness in making decisions concerning debtors
Have the ability to work with professional third party agents
Reporting to the Sales Ledger Manager, improving cash flow and minimising debt
Contacting customers to follow up on late payments and resolve payment issues
Calling in external Credit collection agencies
Flagging concerns regarding communication delays and/or customer ability to pay to Credit Manager
Releasing or holding orders in accordance with Credit Control procedures
Dealing with legal resources to assist in settlement of outstanding debts as required
Monitoring customer payment patterns
Working closely with the Sales department, building and developing customer relations
Carrying out credit checks on all new customer accounts
Dealing with the litigation of the accounts, escalating until handover to the legal team
Producing Excel spreadsheets and reporting back to management
General administration work

Finance Assistant

Managing incoming monies and allocating to the appropriate account,
Ensuring accounts have not reached their credit limits and putting accounts on stop where necessary.
Ensuring accounts have credit insurance, collating invoices and banking, raising purchase requisitions
Processing expenses
Assisting in the accurate and timely bank reconciliation
Assisting in the balance sheet reconciliation for the company’s various accounts
Journal posting on the company’s general ledger and profit and loss accounts
Assisting with month end accounting
Data entry
Responsible for managing budgets and accounts for various departments
Assisting in the preparation for reviews on a 6 month basis, and end of year
Monitoring and analysing expenditure whilst suggesting ways to cut costs.
Assisting other members of the finance team in any duties
Providing administration support as and when necessary
Overseeing the purchase ledger and liaising with team
Assisting in preparing annual budgets and quarterly forecasts
Maintaining capital expenditure system and producing monthly reports
Responsible for expenditure and variance analysis
Analysing stock movement and discrepancies.
Producing daily and weekly key performance reports
Managing accruals and prepayments
Dealing with a variety of accounts based calls and queries

General Administrator

General reception duties, including answering the telephone, responding to emails and sending out letters
Dealing with a high volume of telephone calls in a professional and courteous manner
Maintaining the company diary, and updating with new entries where necessary and emailing out reminders to colleagues in correspondence with important dates etc.
Dealing with incoming and outgoing post
Ensuring that the stationary stock is kept at a reasonable level
Behaving as an ambassador for the company at all times
Meeting and greeting guests and clients
Minute taking
Drafting any documents and correspondence where necessary
Being responsible for general morning office procedures including voicemail
Maintaining data on the computer system
Managing the IT systems within the company
Handling any branch IT queries and resolving appropriately
Managing the website, updating information and liaising with hosting company
Recommending new systems and procedures to streamline existing practices to management
Collating weekly and monthly statistics for KPI’s
Producing monthly reports
Identifying unnecessary costs and recommending controls to Line Manager
Ensuring that the working practices, facility, and it’s equipment are maintained to the highest standards according to Health and Safety
Supporting the company with adhoc projects when instructed
Copying and filing duties

General Manager / Team Leader

Effectively leading and motivating the team
Monitoring and reviewing staff performance and achievement on a regular basis including annual appraisals and review of Key Performance Indicators Providing coaching and guidance to staff
Motivating staff both collectively and individually
Providing support to individuals to help develop and maintain their performance
Providing learning opportunities for colleagues
Advising team members about their performance and addressing problems affecting their performance
Reducing and managing conflict in your team
Assigning work to staff, explaining how the tasks/duties should be carried out
Approving time records and requests for annual leave
Set goals and objectives for your are
Responsible for the leadership and management of your area
Encouraging ownership of individual performance
Monitoring KPI’s and ensuring ownership of employees personal development
Department communication – encourage respect and open communication
Collating and reviewing figures for department for presentation to the Director on a weekly basis
Department communication – encourage respect and open communication
Running and/or attending internal meetings to ensure inter-department communication is fluid
Responsibility for all areas of performance management such as conducting disciplinaries, grievances appraisals and reviews
Involvement with development plans, mentoring and coaching activity where required
Assisting in recruitment, induction and training of new team members
Promoting equality of opportunity, diversity and inclusion
Developing and implement operational initiatives and procedures for your area
Organising and leading meetings within your area
Work with others to improve customer service
Prepare for and participate in quality audits
Manage the development and marketing of products/services
Prepare sales proposals and deliver sales presentations
Sell products/services to customers
Working closely with other departments such as Human Resources, Marketing, Finance etc.
Building and sustaining collaborative relationships with others internally and externally
Ensuring health and safety requirements are met

HR Administrator

Provide administrative support to other HR team members
Produce confidential documentation such as offer letters, contracts of employment, disciplinary and grievance notes
Processing authorised holiday requests
Maintaining absence management data
Ensuring payroll are notified of changes to staff terms and conditions
Collate and circulate paperwork
Prepare statistical reports
Entering data on IT systems
Support the HR Advisors and Managers in researching and developing existing and new policy and procedures
Maintaining a complete and up-to-date bank of job descriptions and person specifications
Ensuring all staff information is correctly and regularly updated
Support the recruitment activity within the business
Act on management instruction and staff requests in a timely manner
Providing administration support to company staff training events
Arranging meetings for HR managers

HR Advisor

Support the HR function in aligning agendas toward a common goal, encourage greater collaboration between departments, connecting HR to other business functions
Support the HR program of development across business with the performance review process, talent management, training, bonus reward schemes and pay reviews
Manage effective holiday planning and absence costs, plus the labour budget
Spearhead the maintenance of robust legal compliance and health and safety legislation within the business
Work with Occupational Health, advise Managers how to reduce sickness, dealing with long term health concerns
Be the Employee Relations expert for all aspects of HR processes
Provide support for consistent meaningful listening groups, robust training plans, informative monthly newsletters, clear communication channels and celebrated success
Be recognised as the HR centre of excellence for coaching, sharing best practice and supporting other departments with training, and consistency throughout the business on Employee Relations issues
Reduce staff turnover using exit interview data, improved interview techniques
Recognised as the Training and Development Store for excellence to support Senior Management training and Graduate training; ensured all training was delivered to the highest standard, and relevant to job role
Support all aspects of the HR function including recruitment and selection, Employment law, Fair Treatments, Disciplinary and appeals, training and development
First point of contact for HR related queries
To liaise and assist Line Managers with recruitment by following agreed approval process
Advertise any current job vacancies: internally and externally
Assist the HR Manager with any interviews
Issue contracts and HR documentation, following company procedure
Undertaking all pre-employment checks
Ensuring Line Managers follow Probationary Policy
Carrying out New Starter induction meetings
Offer support to managers in regards to sickness, maternity or disciplinary issues
Provide general administration and an efficient support service as required eg updating of HR employee online database
Providing external references on request
Ensure critical HR processes are executed to time, such as Payroll deadlines and Performance Management plans, by collating documentation and assisting Managers with the process
Build effective working relationships with staff at all levels, providing advice and guidance on a range of HR policies and HR related issues to support understanding and ensure effective communication of good HR practice
To build both excellent and professional relationships with your business areas, managers and key stakeholders

HR Manager

Work closely with the organisation’s senior leaders to develop an HR agenda that closely supports the overall aims of the employees, and the corporate KPI measures
Making strategic decisions and coordinating key projects, highlighting future strategic objectives and policies for discussions, decisions and ratification
Fundamentally responsible for aligning agendas toward a common goal, encouraging greater collaboration between departments, connecting HR to other business functions
Affiliating internal teams to achieve set goals without compromising standards or levels of service, ensuring the consistent articulation of the corporate message
Devising and acting on strategic projects, including enhancing performance management, business efficiency and effectiveness in relation to HR and organisational change and restructure
Focusing on HR strategy and operational excellence, improving standards and particularly leadership development, talent management and succession planning
Collaborating closely with the management team on HR policy and procedures, employment law, grievance/disciplinary, sickness/absence management, performance management, appraisals and training
Developing the HR team, managing recruitment, retention and manpower planning in addition to ensuring positive employee relations
Evaluating learning needs and building a continuous learning culture across the business, implementing a new induction programme for new starters, to fully embed goals and customer service values
Proficiently safeguarding company exposure, taking ultimate responsibility for Right to Work in the UK compliance
Personally presenting behavioural training on all aspects of leadership capability and customer service acumen
Integrating a new training database to monitor and record all franchise/manufacturer training, ensuring accurate and current training plans
Overseeing financial factors including labour cost, payroll, holiday booking, premia / overtime usage and absence management
Incorporating apprentices in specific departments where there is a skill shortage, partnering with local colleges to source the right talent for the business

Internal Sales Administrator

Responsible for handling incoming & outgoing customer calls & e-mails
Processing a high amount of customer orders
Providing full support in all areas of quotations for clients
Developing relationship within target clients
Product sourcing, liaising with suppliers via the phone and email
Arranging deliveries
Receiving customer orders by telephone, email and fax
Responsible for input of all orders from UK
Handling customer enquiries and resolve any problems that may arise
Agreeing workload and priorities with Sales Administration Manager
Validating and releasing orders
Dealing with document filing in a timely and efficient manner
Liaising with other departments where necessary
Coordinating and responding to all correspondence for orders and shipments
Supplying delivery information and deal with carrier enquiries
Managing all point of sale orders received
Providing verbal & written quotations and select standard products & offer prices
Liaise with all departments to ensure customer requirements are achieved
Providing order and shipment details

Payroll

Prepare and enter payroll input. I.e. Reconciling clock hours, calculating holiday pay entitlement
Processing statutory and company sick pay
Processing maternity and paternity pay
Monitoring time and attendance
Generate reports from time and attendance system
Processing new starters, leavers, change of circumstances, tax codes and attachments of earnings. All Inland Revenue administration and produce P45s and p60s
Create payroll verification for authorisation.
Transfer data from verification
Produce payslips and reports for departmental managers, ensuring confidentiality at all times.
Sending BACS Payments
Providing and collaborating monthly and annual reports as required
Work with HR Admin section to ensure processes are completed in a timely manner
Develop integrated administration systems within the HR department.
To calculate overtime, mileage and all temporary payments relevant to the monthly salaries payrolls
To prepare and administer permanent changes to existing employee data
To respond to queries from employees relating to their pay including all statutory deductions, using manual payroll calculation methods where necessary
To provide information to internal and external customers of the payroll department whilst adhering to the Data Protection Act
Responsible for all payroll queries and communications with a wide range of people over the telephone and in person to ensure a speedy, efficient and professional resolution.
Liaise with other departments, internally and external contacts, i.e. HMRC, DWP, Jobcentre Plus, etc.
Carrying out HR administration duties
Keeping up to date with developments in legislation changes as they affect payroll and employees.
Assisting with payroll yearend
Ensure the week / monthly payrolls and pensions are administered in accordance with internal, statutory and contractual obligations and appropriate timescales
Providing and collaborating monthly and annual reports as required
Assist with collation of P9/11d data and demonstrate the ability to interpret large data sets & simplify complex concepts

Purchase Ledger

Responsible for the day to-day running and co-ordination of accounts payable department
Accurately processing all stock invoices
Liaising with suppliers
Liaising with suppliers and internal departments to resolve queries
Matching, batching and coding invoices
Inputting and processing invoices and credit notes
Dealing with statement reconciliations
Processing cash payments
Making payment runs via BACS and cheque
Posting direct debit payments from the company bank statements to the supplier accounts
File invoices and statements
Processing staff expense claims for employees
Work out VAT payments
Produce monthly reports
Ad hoc Finance duties as required
Assist in the preparation of purchase summaries
Ensuring payments to suppliers are signed off paid in accordance with agreed terms
Deal with customers in a calm manner

Sales Executive

Responsible for the promoting the business through marketing, sales and networking activity
Providing full support in all areas of quotations for clients
Developing relationship within target clients
Product sourcing, liaising with suppliers via the phone and email
Supporting the renewals team including producing quotes using Microsoft Word and Excel
Managing support pack processes
Engaging appropriate personnel to build and broaden relationships
Receive customer orders by telephone, email and fax
Responsibility for input of all orders from UK
Handle customer enquiries and resolve any problems that may arise
Agree workload and priorities with Sales Administration Manager
Validate and release orders
Liaise with other departments where necessary
Coordinate and respond to all correspondence for orders and shipments
Supply delivery information and deal with carrier enquiries
Manage all point of sale orders received
Attend the visits with the Sales Manager with a view to conducting you own visits after the first few months
Account manage contacts from the office initially with a view to moving into a field sales role
Report directly to the Sales Manager
Responsible for managing businesses that you source

Sales Ledger

Day to day maintenance of the Sales Ledger ensuring all orders are processed to invoice stage
Producing and processing credit notes on a daily basis
Ensure all refunds are made on a daily basis
Ensure all receipts are posted to correct accounts and allocated to correct invoices by means of ledger reconciliations
Ensuring all payment channels are reconciled on a daily basis
Undertaking of credit control duties
Dealing with sales ledger statements and commissions
Maintaining sales ledger allocations
Data entry of cheques, cash receipts, vouchers and direct debit adjustments
Administering refunds where necessary by BACs
Monitoring of debts including querying outstanding fees
Being the first point of contact regarding any accounts queries
Interpreting information and raising relevant reports
Setting up and credit checking of new customers
Issuing of monthly statements
Maintaining daily banking sheets
Reviewing old orders
Following up debtor queries and collections
Chasing outstanding payments and minimising overdue debts
Maintaining a good working relationship with the customer at all times
Carrying out general administration duties
Opening and credit checking new accounts
Assist in month end processes as required by closing the sales ledger in a timely and accurate fashion

Telesales

Cold calling potential clients from an existing database
Keeping all records up to date
Liaising with existing customers
Working towards set targets
Selling a range of products
Responsible for sourcing new clients and orders
Up-selling on existing clients
Sending out company information to potential clients and customers
Carrying out surveys with new customers
Updating the company database and Excel spreadsheets with relevant information
Responsible for setting up new accounts
Producing sales forecasts and reports
Building lasting relationships with customers
General administration duties

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