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Finance Administrator

Reference:
VAC-14
Sector:
Finance and Risk, Wealth Management
Salary:
Salary negotiable
Town/City:
Bromsgrove
Contract Type:
Permanent

Role:
As Finance Assistant you will perform a range of tasks within the Finance Team to ensure that any requests are dealt with in an accurate and efficient manner in accordance with the Company’s service level agreements.

Responsibilities:

  • Chasing outstanding commission statements - Contacting providers of financial products to chase up statements that we have not received
  • Raising cheques as and when required
  • Handling daily incoming and outgoing post for UK
  • Printing commission statements from Life Office websites
  • Faxing, photocopying/ and scanning
  • Day to day use of Microsoft Office - Outlook Express, Word and Excel - CSV
  • Completing paying-in book and banking commission cheques at the bank
  • Completing/checking ad-hoc spread-sheets using Excel to produce required Management Information
  • Preparing and producing reports to enter into an Excel document
  • Using 1st /Avelo Software raise reports and check client details for commission queries
  • Produce invoices using 1st/Avelo Software and Microsoft Word
  • Assisting with commission queries including contacting relevant providers of financial products to obtain details
  • Liaison with advisors, providers of financial products and other teams as appropriate
  • Resolving commission queries and providing solutions
  • Calculation of commission/fee payments outstanding together with re-broking
  • Collate company financial information for review as part of acquisition process, together with monthly and annual reconciliation
  • Any other duties assigned within the Finance team.
  • Any other reasonable request made by a Director/Manager of the Firm

Requirements:

  • Experience of finance desirable but not essential
  • Effective organisational and planning skills
  • Able to work to deadlines
  • Experienced using Microsoft Office
  • Delivery focused, with a drive for quality throughout
  • Excellent interpersonal and communication skills
  • Must have a keen eye for detail
  • Willing to learn and develop
  • Able to work as part of a team or, if required, under own initiative