AAT Apprentice Technical Accountant

1 month ago


London, United Kingdom GetMyFirstJob Full time

Are you looking to build a long-term career in Accountancy? Then look no further Start your career today with a level 3 with Munich Re and Kaplan. You will be dealing with client accounts, data collection and cash balance whilst working towards the AAT level 3 qualification.

General Duties and Tasks:

  • Administering relevant client accounts, technical posting, client cash balance, accounts quality control and data collection.
  • Assisting in the overall management of the portfolio including profit analysis and portfolio ‘audits'.
  • Assisting in managing the accounting relationship with clients including managing clients’ expectations and meeting deadlines / service standards as required. This will include an element of direct client contact.
  • Working closely with other technical areas such as underwriting and claims to ensure an effective overall client relationship.

Key Responsibilities:

  • Maintaining appropriate accounting arrangements.
  • Monitoring the quality and appropriateness of the client accounts.
  • Processing of client accounts.
  • Collection of premiums.
  • Payment of claims.
  • Developing methods to enhance the smooth running of the financial relationship with the client.
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