Financial Transaction Specialist
7 days ago
Job Summary:
We have a fantastic opportunity for an Account Handler to join our team at The Recruiter Ltd in Southend on Sea, Essex. As an Account Handler, you will play a crucial role in managing client relationships, processing transactions, and ensuring the smooth operation of our financial services.
About the Role:
This role involves working closely with our clients, underwriters, and internal teams to ensure accurate and timely processing of financial transactions. You will be responsible for verifying cash receipts, preparing detailed statements, and chasing outstanding premium payments.
Responsibilities:
- Verifying and allocating cash receipts to client accounts
- Preparing detailed statements for clients, underwriters, and third-party accounts
- Chasing outstanding premium payments and requesting breakdowns for un-reconciled receipts
- Performing general office duties, including answering phone calls, scanning, and filing documents
Requirements:
- 5 years of IBA experience
- Strong numerical and literacy skills
- Excellent communication and organisational skills
- Advanced knowledge of Microsoft products (Word, Excel, and Outlook) or similar software applications
- Knowledge of Brokure
- Ability to work independently and as part of a team
Salary Information:
The estimated salary for this role is £38,000 - £45,000 per annum, depending on experience.
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