Financial Operations Assistant

7 hours ago


Farnham, Surrey, United Kingdom IN-SYNC Group Full time
About the Role

We are seeking a highly organized and detail-oriented Financial Operations Assistant to join our team at IN-SYNC Group. As a key member of our Finance Team, you will be responsible for providing administrative support and ensuring the smooth operation of our financial processes.

Key Responsibilities
  • Client account reconciliation, including allocating self-assessment receipts and calculating disbursements
  • Producing invoicing data for our outsourcing partners
  • Daily/weekly payments of Self-Assessment rebates
  • Generating Self-Assessment invoices
  • Credit control collection across all IN-SYNC products and liaising with Underwriting
  • Communicating with clients in a timely manner by telephone and email, ensuring clients are kept up-to-date and successfully resolving any issues and queries
  • Building relationships both internally and externally with colleagues, clients, suppliers, and third parties
Requirements

To be successful in this role, you will need to have excellent communication and organizational skills, as well as the ability to work accurately and efficiently in a fast-paced environment. You will also need to be proficient in Microsoft Office and have a basic understanding of financial processes and procedures.



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