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Financial Services Administrator

2 months ago

Harrogate, North Yorkshire, United Kingdom Lime Search & Select Ltd Full time

We are seeking a skilled Finance Administrator to assist with the smooth running of our cash department and its processes. Your primary responsibility will be to keep the Cash Manager up to date with any issues.

Daily Tasks:
  1. Client Money Calculation
  2. Check HSBC Net – allocate cash received
  3. Auto Settlement
  4. Market Maker Payments & Receipts
  5. Income Payment Routine
  6. Standing Order Routine
  7. Setting up Standing Orders & Income Payments
  8. Daily Payments BACS, CHAPS & Cheques
  9. Posting POOL Cheques – Client & Transfers In
  10. Posting ISA Cheques – Transfers In
  11. Posting Commission Cheques/BACS
  12. Posting Adhoc Fees
  13. Re-Credit Fees
  14. Posting CFPL Adhoc Fees
  15. Cancelling Cheques
  16. Processing Tax / Probate Invoices
  17. Dividend Processing
  18. Crest Cash Dividends
  19. ISA Subscriptions / Withdrawals
  20. Posting Events
  21. Banking
  22. Ad-Hoc Cash Statements
  23. End of Day Procedure: Check RQQ1 / RQQ, Negative Balances Movement, Redmayne Bentley Check, Daily Commission Transfer
Monthly Tasks:
  1. 1st Month Standing Order & Income Payments
  2. Chase outstanding dividends
  3. Review client debtors list – Probates and Tax
  4. Petty Cash Rec and postings

Our ideal candidate will have previous experience in payment processing & transfers or within General Finance. Experience with Banking platforms such as HSBC.net or Barclays.net would also be beneficial. Additionally, specific finance qualifications would be an advantage.