Client Finance Assistant

2 days ago

Birmingham, United Kingdom Hymans Robertson LLP Full time

**Role Responsibilities**:
**Role Summary**: Provides efficient administration and national support to Pensions Finance Manager. Proactively collaborates with managers, team leaders across Client Finance to co-ordinate and assist them with administrative tasks nationally.

**Accountabilities**: Client Finance Administration

Payroll

Supporting Payroll Team Leader

Working with the team to manage the storage of BACS reporting

Learning the payroll process and interactions with UPM

Ad-hoc assistance on day to day work with the team

Treasury

Supporting Treasury Team Leader

Monthly reconciliation of users with mandates and online banking access

Daily bank account balance report issued to wider TPA leaders

Downloading payment confirmations and loading to UPM

Ad-hoc assistance on day to day work with the team

Accounting

Supporting Assistant Finance Managers

Monthly reconciliation of users to Active Aviary accounts

Providing assistance maintaining records for Trainee Accountant Programme

Ad-hoc assistance on day to day work with the team

Secretarial Support

Prepares PowerPoint presentation slides as and when required.

Book and coordinate travel for Pensions Finance Manager and other senior team members if required

Booking of meetings and coordinating meeting room bookings/refreshments.

Takes notes and actions at internal meetings when required.

Process and completion of invoices, as and when required

Working with Business Administrators to maintain the TPA Sharepoint sites.

Brand champion ensuring all Client Finance documents produced are in line with Hymans house style.

Undertakes ad-hoc research as required to support the operation of the TPA Business Unit.

Responsible for careful and timely time recording against appropriate client, matter and job codes.

Helps to co-ordinate internal social events.

**Qualifications, Skills, Knowledge and Attributes**:
**Qualifications**: Educated to at least GCSE, or equivalent level, or with relevant experience.

**Skills / Experience**: Previous experience within an administrative role in a related environment beneficial but not essential.

Understanding of best practice within a work environment.

Strong time management, organisation, and prioritisation skills to successfully meet deadlines and control own workload.

High level of accuracy and attention to detail.

Strong interpersonal and communication skills both written and verbally

Basic commercial awareness of the market and of the aims, goals and objectives of the Third Party Administration Business Unit would be beneficial but not mandatory.

**Personal Attributes**: Works in a partnering and collaborative way with others.

A flexible and pro-active approach to solving problems.

Resilient and adaptable.

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