Administrator (Membership Administrator )

1 week ago


Plymouth, Plymouth, United Kingdom Streamline Search Full time £23,000 - £28,000

Accounts Support Administrator at Independent Financial Advisors

Our client, a reputable firm of Independent Financial Advisors providing unbiased advice on financial matters, tailored to their client's needs, is in search of an Accounts Support Administrator to join their team.

  • Reconciliation of Commission and Fee Statements on the Income Management system
  • Maintaining and reconciling Excel cashbooks
  • Bookkeeping using Sage
  • Performing data checks
  • Accurately updating and maintaining information on back-office systems, including policy valuation data
  • Collaborating with various teams within the practice

The Accounts Support Administrator will also handle property/office related issues, including fire alarm and PAT testing, along with other ad hoc duties as needed.

Requirements:

  • Desirable: Knowledge of bookkeeping
  • Desirable: Experience with Sage and reconciliation
  • Excellent IT skills, particularly with Microsoft Office
  • Strong communication skills and professional telephone etiquette

Join this dynamic team and be part of a company that values expertise and professionalism in the financial advisory field. By applying to this post, you consent to our GDPR compliant data processing practices.


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