Financial Operations Assistant
24 hours ago
We are seeking an experienced Account Handler to join our team at The Recruiter Ltd. This is a pivotal position within the company, and we demand a responsible attitude.
The ideal candidate will need to have strong numerical and literacy skills. Good communication and organisational skills are also essential for success in this role.
Job Responsibilities:
- Cash matching and allocation
- Preparing statements for underwriters, clients, and third-party accounts
- Chasing outstanding premium and requesting breakdowns for un-reconciled receipts and allocating to entries once received
- Preparing payment runs for client and underwriters and submitting to directors for approval
- Running fortnightly credit control reports
- Dealing with bank, clients, and brokers' queries in a timely and professional manner
- Filing of all relevant documentation such as bank statements, remittance advices, and correspondence
- General office duties such as answering the telephone, scanning, and filing
This exciting opportunity offers a salary of approximately £28,000 - £32,000 per annum, depending on experience. Our client is committed to continuous professional education and will offer study support when required.
About the Team:
The successful candidate will be working for a well-respected Lloyd's insurance broker who pride themselves on excellent service production. You will be handling a busy work environment dealing with varied tasks throughout the day.
You will report directly to the Accounts Manager & Accounts Supervisor and will be responsible for the following duties:
- Advanced knowledge of Microsoft products (Word, Excel, and Outlook) or similar software applications
- Knowledge of Brokasure
- Ability to manage time, prioritise, and ensure that deadlines are met without compromising quality
- Ability to understand and execute oral and written instructions
- Ability to communicate effectively and professionally both verbally and in writing with clients, insurers, and other associates
Requirements:
- Strong numerical and literacy skills
- Good communication and organisational skills
- At least 5 years' experience in an IBA role
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