Account Assistant

Role Summary

The Account Assistant will be responsible for managing daily purchase orders, coordinating with factory and clients to ensure timely dispatch and billing, and maintaining accurate records related to sales and purchase transactions. This role requires collaboration across multiple teams including Dispatch, Admin, and Senior management to maintain smooth operations and maintain efficient communication with Modern Trade, Ecommerce, and Quick Commerce clients.

Key Responsibilities

• Process daily purchase orders and synchronize with factory for stock availability.
• Issue tax invoices to facilitate dispatch according to client schedules.
• Liaise regularly with clients and transporters regarding purchase orders, appointments, and related concerns.
• Maintain real-time purchase order tracking using Google Sheets to expedite processing.
• Manage billing data for diverse sales channels and monitor fill rates to assess operational efficiency.
• Ensure organized filing and documentation of all invoices.
• Collaborate effectively with team members to enhance overall productivity and support administrative tasks.
• Utilize CRM tools to assist in billing and data management.

Required Skills and Experience

• Proficiency in Tally accounting software and invoicing processes.
• Advanced knowledge of Microsoft Excel functions including formulas, VLOOKUP/HLOOKUP, and Pivot Tables, along with Google Sheets familiarity.
• Strong communication skills, both written and verbal.
• Experience in billing, purchase order processing, and client interactions.
• Ability to work efficiently across multiple teams and maintain pace under pressure.
• Educational background in B.Com with strong accounting knowledge; CA Intermediate qualification is advantageous.

Additional Information

• Working closely with Modern Trade, Ecommerce, and Quick Commerce sectors.
• Emphasis on accuracy and timeliness in billing and order processing.
• Supporting administrative and team workflow requirements.