Financial Services Coordinator

3 weeks ago


St Peter Port, United Kingdom Aztec Group Full time

Job Summary:

The Billing Officer will be responsible for delivering efficient client billing support to the business. This includes issuing client bills, maintaining data and schedules, and performing day-to-day operations of the team.

Key Responsibilities:

  • Review and prepare client billing in line with requests on a timely basis.
  • Assist with the maintenance of various monitoring schedules.
  • Liaise with internal personnel as and when required to help resolve any issue and deal with any queries as they arise or to escalate where necessary.
  • Assist the Billing Manager with the development of client billing and time recording system process developments as and when required.
  • Assist with other ad-hoc projects.

Requirements:

  • Sound technical financial services knowledge (to be supported through the Aztec Academy).
  • Computer literacy skills are essential.
  • Attention to detail and accuracy.
  • Very good interpersonal skills are required to develop close working relationships with colleagues, clients, and business contacts.
  • Ability to manage own workload, work independently, and as part of a team.
  • Very good administration and organisational skills are required for this busy role.

We will provide the training, both in-house for relevant technical knowledge and also professional qualifications to enhance your professional development. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients is at the heart of what we do.



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