IBA Accounts Technician

Rutherford Briant
15 May 2017
13 Jun 2017
Contract Type
Full Time

Rutherford Briant are currently recruiting for an IBA Accounts Technician based in the Chelmsford area for a market leading specialist within the Financial Services Sector.

The role will consist of reporting to the Financial Controller and IBA Account Supervisor's as well as being based in the London Office periodically. One year's previous experience within a similar role is preferred but not essential. Experience consisting of Bank Reconciliations and Settling statements where commission is deducted.

Typical Duties involved:

  • Producing and settling various Bordereaux on a monthly basis
  • Settling monthly insurer statements
  • Correcting commissions
  • Checking premium calculations, including commission and IPT (Insurance Premium Tax) using Excel formulas and querying incorrect transactions
  • Issuing refunds
  • Covering for other members of the team whilst they are absent
  • Other ad-hoc tasks

The ideal candidate will be experienced in using a insurance broking system (SSP Sirius preferred but not essential).Training will be given. The ability of utilising Microsoft Excel at an Intermediate level is required and to give an instance of this level would mean performing VLOOKUPS as well as Pivot tables. The desirable candidate would acquire: A good telephone manner and to meet strict deadlines.

Rutherford Briant are the leading, quality-driven accountancy and HR across East Anglia.