Treasury Finance Assistant

7 months ago


Birkenhead, United Kingdom Carpenters Group Full time

**Job Purpose**

Key member of the Treasury team responsible for day-to day transactions. In particular, ensuring all transactions are processed and all accounts are managed in accordance with the Solicitors Accounts Rules.

**Key Responsibilities**
- Daily banking functions including bank reconciliation.
- Monitoring cheque run & other cashier/treasury reports. Client to office accounting transactions.
- Assist in month end procedures.
- Processing automated and manual payment run by BACS.
- Ad hoc financial reporting.
- Deal with enquires from fee earners and other staff members.
- Assist with Finance helpdesk mailbox
- Good understanding of SRA rules. Recording and monitoring SRA breaches.

**Experience and Knowledge**
- Experience of working in a finance team responsible for high volumes of transactions
- Good organisational and time management skills
- An ability to work using own initiative within boundaries
- Good communication, interpersonal and numerical skills
- Good attention to detail and ability to work effectively with people across a wide range of levels and responsibilities
- Competent computer skills with a good understanding of excel

**Desirable**:

- AAT or other equivalent qualification
- Knowledge of Solicitors Account Rules

**About us**

We are one of the leading providers of insurance and legal services.

Our focus is always on the customer and ensuring their claims journey consistently exceeds expectation.

We work in partnership with insurers, brokers and MGA’s to deliver a variety of fully outsourced claims solutions. Our team has grown to approximately 1000 employees across offices in Liverpool, Birkenhead, Leeds, Haywards Heath and Glasgow.

Our team’s insurance experience combined with our legal expertise gives us the size, scale and strength to successfully work in partnership with any insurer or broker. Our long-standing relationships are testament to the quality of our service.

Our culture is what defines us as an organisation and has been built around our 5 core values.

We pride ourselves in providing a positive working environment where we can work together towards our success. We understand that our success as a business depends on the success of our people, and that is why we have established an environment where all of our employees feel valued and able to perform at their best.

**Benefits**
- Minimum 25 days’ holiday plus bank holidays
- Holiday buy and sell scheme
- Hybrid working model
- 2 x Volunteering days to support charitable initiatives
- Matched Giving - up to £250 matched for personal charity fundraising for a registered charity
- Medicash cash plan - claim back dental / physio / optical appointments
- My Medicash App - including access to rapid digital physiotherapy and skin cancer screening assessments plus fitness videos and wellbeing tools
- Discounts and cash back on travel and shopping through Medicash extras
- Life Assurance Scheme (4 x salary)
- Pension scheme
- Funded driving theory test (in relevant role)
- Active network of Wellbeing Champions - providing mental health support
- Training and development opportunities
- Funded social events to connect with your colleagues
- Dress for your day policy


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