Finance Administration Assistant

3 weeks ago


Guildford, United Kingdom Williams Lea Full time

Finance Administration Assistant

**Salary**: £25,000 per annum(increasing to £26,000 on passing 3 month probation)plus company benefits

Location: Guildford, GU1

Contract: Full Time, Permanent

Shifts: 37.5 hours per week, Monday - Friday, shifts between 9am and 5.30pm with 1 hour unpaid lunch break

Work model: Hybrid (2-3 days in the office)

Williams Lea seeks a Finance Administration Assistant to join our team

Williams Lea is the leading global provider of skilled business-critical support services to financial, legal and professional services firms.

Sound good so far? Then this is the perfect position for you and you are just the individual that we are looking for

Purpose of role

The Finance Administrator Assistant will work as part of a team to provide the highest level of customer service to our client’s Private Client department. Whilst the list of tasks in this document is not exhaustive, the Finance Administrator Assistant may cover any combination of the tasks set out below and will provide excellent customer service, performing all operations requested without direct supervision.

This includes, but is not limited to, the efficient and prompt answering of queries, adhering to all Williams Lea policies and procedures, courteous interaction with clients and visitors following the Williams Lea protocols for this service, completing all work within the agreed services levels and assisting with completing general administrative duties as required.

The Finance Administrator Assistant is accountable for maintaining the established relationship between Williams Lea and our clients. You will be able to recognise and translate the client’s needs and to translate these into a responsive service.

Key responsibilities
- Inputting data and transferring time/information on Elite
- Dealing with incoming/outgoing/issuing cheques
- Transferring time entries from matter to matter
- Matter closures
- Digital payments
- Treasury Sanctions check
- Land Registry Bankruptcy check
- Verification of bank details
- IDs for beneficiaries (Thirdfort or certified ID and Proof of Address)
- International Payments
- International Bankruptcy checks
- Credit Notes
- Generating draft bills and the processing of finalised bills, submission thereof and subsequent following up for payment.

Personal attributes
- Knowledge within day to day tasks i.e. raising draft bills, BACS/CHAPS and verifying bank details
- Exceptional standard of written and verbal communication
- Proficient multi-tasker
- Competent with the Microsoft Office suite
- Team player
- Previous experience of Elite would be preferrable
- Excellent interpersonal skills
- Solutions focused
- Have a high level of confidentiality and integrity
- Exceptional attention to detail

Rewards and Benefits:
We believe in supporting our employees in both their professional and personal lives. As part of our commitment to your well-being, we offer a comprehensive benefits package, including but not limited to:

- 25 days holiday plus bank holidays
- Salary sacrifice schemes, retail vouchers - including our TechScheme which can be used on a range of gadgets such as Smart TV’s, laptops and computers or household appliances.
- Life Assurance
- Private Medical Insurance
- Dental Insurance
- Health Assessments
- Cycle-to-work scheme
- Gym memberships
- Referral Scheme

You will also have the opportunity to work for a global employer who is dedicated to offering each and every employee an enjoyable, challenging and rewarding career with future career development prospects

Equality and Diversity

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