Financial Operations Assistant
On-siteCrewe, England, United Kingdom
Job Summary
Ensure rigid controls around posting and reconciliation of client monies, including daily and monthly financed funds reconciliation and accurate posting to the insurer system. Manage insurer account reconciliations within outlined timeframes, collating statements and identifying amounts payable to insurers. Produce payment reports for authorisation and communicate differences to insurers and sales agents to resolve disputes. Daily and weekly reconcile regulated client money accounts for management review while maintaining internal controls for correct authorisation and documentation. Effectively manage the generic client accounts email inbox alongside the team.
Required Qualifications
- GCSE's in Mathematics and English grade C or above
- Experience as part of a high performing team
- Experience of working within an accounts environment
- Experience dealing with high volume with attention to detail
- Experience in resolving client queries
- Strong reconciliation skills and internal control experience
- Strong written and verbal communication skills
- Experience of fostering strong working relationships across the organisation as well as with external Suppliers/Insurers
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