Financial Operations Coordinator

4 weeks ago


StokeonTrent, Stoke-on-Trent, United Kingdom Davies Group Full time

At Davies Group, we are seeking a highly skilled Financial Operations Coordinator to join our team. As a key member of our Claims Finance department, you will be responsible for managing client monies and producing monthly reconciliations using Excel. Your attention to detail and ability to work to deadlines will be essential in ensuring the accuracy and timeliness of our financial processes.

Key Responsibilities:

  • Undertake bank to bordereau reconciliations using Excel
  • Investigate and resolve reconciliation queries in a timely manner
  • Monitor and control client monies, escalating any issues internally or to clients as required
  • Record all receipts and credits daily
  • Complete payment processes via online banking
  • Process cheques in and out plus bank cheques
  • Process Davies fee payments
  • Process bank account applications
  • Answer and resolve internal and client queries
  • Liaise with staff from across the Davies Group and external clients
  • Support your own development and that of the Claims Finance team, identify training needs
  • Adhere to Company systems and procedures

Requirements:

  • Strong Excel skills
  • Attention to detail
  • Committed to giving excellent customer service
  • Ability to work to deadlines
  • The ability to work in a team as well as individually

Desirable:

  • Reconciliation experience
  • Ability to multi-task


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