Finance & Administration Assistant

3 weeks ago


Birkenhead, United Kingdom HSB Full time

Finance & Administration Assistant

**Company**
HSB
**Location**
Birkenhead, United Kingdom

**Role: Finance & Admin Assistant**

**Location: Birkenhead/Manchester (or within a reasonable commute)**

**Permanent**

**Role Overview**:
Working within a team of 11, the role is based in Birkenhead with agile working, although attendance at meetings with internal and external stakeholders will be required. As part of the Credit Management team, you will be responsible for managing the daily, weekly, monthly administration of key tasks; proactively dealing with disputes as they arise. This will involve communication with the Credit Controllers and various internal & external personnel, both verbally & written. In this role you will be required to remain calm under pressure, be accurate, assertive and have good number skills with the ability to explain financial matters clearly.

The Finance & Administration Assistant will report to the Credit Manager but the role will also require a close working relationship with the wider Credit Management team.

**Job Purpose**:
To provide financial, clerical and administrative services to ensure best practise is maintained within the team. To ensure remedial solutions are provided to further promote continuous improvement.

**Key Responsibilities**:

- Accurate recording & input of cash in line with departmental timelines (cheques, BACS & credit card payments)
- Monitor cash allocation and propose corrective action on un-allocated accounts where needed
- Maintain and manage the direct debit process
- Responsible for Sales Ledger related refunds
- Daily management, maintenance and monitoring of queries
- Management & maintenance of copy invoices
- Production of weekly & monthly reporting
- To assist the credit controllers with collection activity as required
- To escalate any serious issues to the Credit Manager
- Ensure that all clients are your first priority and excellent customer service is delivered at all times
- To pick up any adhoc activity/ projects to support the department
- Maintaining close working relationships with other internal departments, in particular CSU, QGU, Registrations & Sales.
- Other general administrative duties associated within the Credit Management team
- To develop effective regular communication links with stakeholders
- Accountable for delivering against own role description

**Key Skills & Experience**:

- Essential_
- Customer focused with the ability to influence others.
- Initiative: Innovative approach to problem solving, anticipating opportunities and the ability to question/challenge existing methods and approaches.
- The ability to communicate effectively at all levels, both verbally and written.
- Show passion with a ‘can do’ attitude.
- Desirable_
- Experience of working within the Insurance industry and understanding FCA guidelines
- 3 years experience within collections & receivables or office administration

**Additional Skills & Responsibilities**:

- Customer focused with the ability to influence others.
- Initiative: Innovative approach to problem solving, anticipating opportunities and the ability to question/challenge existing methods and approaches.
- The ability to communicate effectively at all levels, both verbally and written.
- Show passion with a ‘can do’ attitude.

**Benefits**:
A snapshot of some of our benefits.
- Agile/Hybrid working _(currently 1 day per week minimum in the office)_
- Private healthcare (Aviva)
- Aviva Digital GP
- Employer Pension contribution of 13%
- Professional qualification support
- Annual bonus


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