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Broker Accounts Assistant

2 months ago

Chelmsford, Essex, United Kingdom Gerrard White Full time £25,000
About Gerrard White

Gerrard White is a reputable insurance firm seeking a detail-oriented and proactive individual to join their team as a Broker Accounts Assistant.

Key Responsibilities
  • Maintain accurate records of day-to-day financial transactions, including daily banking activities and cash recording.
  • Prepare weekly and monthly bank reconciliations to ensure accuracy and financial integrity.
  • Respond to broker queries on an ad hoc basis, providing timely and professional assistance.
  • Perform general office administration tasks as required to ensure the smooth operation of the office.
  • Confident communication skills, with the ability to effectively interact with clients and colleagues.
Requirements
  • Experience using Microsoft Outlook and Excel is preferred.
  • Ideal candidate will have 12 months of experience in a similar finance or insurance or client-facing position.
  • Minimum grade C and above for GCSE English and Maths.