Broker Accounts Assistant

1 week ago

Chelmsford, United Kingdom Gerrard White Full time
System Administrator Job Description
Broker Accounts Assistant - Chelmsford Full Time - Permanent - Up to £25,000
Gerrard White are working with our insurance client who are seeking a detail-oriented and proactive Broker Accounts Assistant to join their team. This is an excellent opportunity for an individual looking to develop their skills in a dynamic and supportive environment.
Please only apply to this role if you have full right to work in the UK and can travel to Chelmsford, Essex 5 days a week.
Key Responsibilities:
Credit Control: Assist in managing aged debt by contacting creditors with overdue payments and collaborating with brokers to provide necessary support.
Transaction Record Keeping: Maintain accurate records of day-to-day financial transactions, including daily banking activities and cash recording.
Bank Reconciliations: Prepare weekly and monthly bank reconciliations to ensure accuracy and financial integrity.
Broker Support: Respond to broker queries on an ad hoc basis, providing timely and professional assistance.
Administrative Support: Perform general office administration tasks as required to ensure the smooth operation of the office.Skills and Competencies:
Strong communication skills, both verbal and written.
Confident on the phone
Excellent attention to detail
Strong numerical skills.
Experience using Microsoft Outlook and Excel is preferred.
A proactive and professional attitude towards work.Experience: Ideally 12 month's experience in a similar finance or insurance or client-facing position is preferred but not essential for the right candidate.
Qualifications: Minimum grade C and above for GCSE English and Maths
If you are organized, adaptable, and eager to contribute to a growing team, we encourage you to apply for this role

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