Job description
NLB Solutions are working with a subsidiary of a large business based in Watford to recruit for a new member of the team that will join as a Finance Assistant. This role is suitable for someone that has graduated with a accountancy related degree or has started their AAT studies and is keen to develop in the future to doing management accounts. This is going to be part of a team of 5 and report in to the Head of Finance.
The business offer study support and a really supportive team that will offer a nurturing environment for the person. The right person will have drive and ambition and a desire to become a management accountant within this business.
Duties:
• Raise invoices and credit notes
• Produce premium collection reports
• Process and record refunds
• Collate and distribute broker commission statements
• Clear triage queries
• Reply to premium receipt queries
• Respond to client/broker queries
• Assist with credit control
• Assist with weekly direct debit collection file and upload to BACS system
• Assist with recording BACS receipts on Salesforce
• Assist with direct debit failures
• Produce analysis to aid clients’ P11D calculations
• Recommend and implement process & procedure improvements to make sure everything is running in an efficient and timely manner
• Adherence to compliance processes and regulatory requirements including but not limited to the identification and support of vulnerable customers
• Have a basic knowledge of other departments’ processes
• Undertake general office duties from time to time when required
Person Spec:
• Strong numerical ability and attention to detail
• Good knowledge of MS Excel
• Highly methodical and process-orientated
• Organisational skills; managing and prioritising multiple tasks
• Ability to build rapport and maintain successful relationships
• Ability to respond well under pressure and deadlines
• Empathetic; able to identify, understand and respond to different views
• Listening and responding effectively
• Use of concise, clear and appropriate language
• Work well as part of a team as well as being able to use own initiative
• Excellent verbal and written communication skills