Financial Operations Assistant

4 weeks ago

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

We are seeking a highly organized and detail-oriented Financial Assistant to join our dynamic Finance Team. As a key member of our team, you will be responsible for ensuring the accuracy and timeliness of our client bank account reconciliations, as well as providing exceptional customer service to our clients.

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.
  • Following departmental processes and procedures, ensuring compliance is adhered to in all instances and identifying any process/procedure improvements to positively impact standards, efficiencies and profitability.
Benefits
  • 22 days holiday (rising by 1 day per year to a max of 25 days)
  • Pension plan
  • Professional study support
  • Healthcare cash plan via Medicash
  • Cycle to Work Scheme
  • Free on-site parking
  • Training partnership with ILM
  • Hybrid working
Essential Skills
  • Understanding of accountancy and tax rules
  • Experience within an office or accountancy environment
  • Excellent IT skills - advanced Microsoft Excel knowledge and the ability to use complex, bespoke systems
  • Ability to work independently and as part of a team
  • Excellent accuracy, numeracy, and attention to detail
  • Resilient and pro-active
  • Good time management with the ability to work to strict deadlines
  • Ability to communicate effectively and confidently, both written and verbally
Desirable Skills
  • Previous experience working financially with self-employed workers
  • Experience working with clients and client account monies
  • Knowledge of accountancy practices or part qualification AAT, if possible

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