Finance Assistant with Study Support

Hays Specialist Recruitment Limited
Knaresborough, UK
16 Sep 2019
02 Oct 2019
Contract Type
Full Time
Full Study Support Offered.

Your new company
Our client is a leading successful organisation based on the outskirts of Harrogate are currently looking to appoint a bright individual who wants to learn and progress their career within finance.

Your new role
This position is a key client facing role in the company handling client money is a regulated service for my clients members and it is essential that this role ensures exceptional customer service and compliance is maintained at all times.

  • Accurate reconciliation of clients members' client bank accounts to their managed systems in accordance with regulations and Client Money Service level agreements
  • Reconciliation of accounts for allocated members in accordance with the member's supplementary agreement and to the insurer's credit terms
  • Action and resolve queries effectively that may arise from payments, insurer reconciliations or the cashbook reconciliations in accordance with customer and internal SLAs
  • Capture all instances of breaches of regulations rules and procedures within the internal audit document and awareness of any unusual activity
  • Detailed understanding of procedures and the relevant rules
  • Identification and prevention, where possible, of breaches
  • Interpret / input data from daily, weekly and monthly reports
  • Other administrative duties as assigned i.e. Second Signatures Cheques, Client refunds, Bank Account Administration, Scanning, Indexing and filing

What you'll need to succeed
  • Competent with office applications such as Excel, Outlook, word and ability to learn new systems
  • Ability to communicate clearly and effectively with external customers and internal customers at all levels by telephone, email or face to face.
  • Passion for providing exceptional service to members
  • Ability to work well in a team focussed environment
  • Ability to process high volumes quickly and efficiently with great attention to detail
  • Ability to prioritise and manage workload
  • Minimum 1 years experience in either banking or accounts

What you'll get in return
Excellent benefits package and full study support and a chance to progress your career within finance.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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