Finance Assistant

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:

\n
• Raise invoices and credit notes
\n
• Produce premium collection reports
\n
• Process and record refunds
\n
• Collate and distribute broker commission statements
\n
• Clear triage queries
\n
• Reply to premium receipt queries
\n
• Respond to client/broker queries
\n
• Assist with credit control
\n
• Assist with weekly direct debit collection file and upload to BACS system
\n
• Assist with recording BACS receipts on Salesforce
\n
• Assist with direct debit failures
\n
• Produce analysis to aid clients’ P11D calculations
\n
• Recommend and implement process & procedure improvements to make sure everything is running in an efficient and timely manner
\n
• Adherence to compliance processes and regulatory requirements including but not limited to the identification and support of vulnerable customers
\n
• Have a basic knowledge of other departments’ processes
\n
• Undertake general office duties from time to time when required
\n

Person Spec:

\n
• Strong numerical ability and attention to detail
\n
• Good knowledge of MS Excel
\n
• Highly methodical and process-orientated
\n
• Organisational skills; managing and prioritising multiple tasks
\n
• Ability to build rapport and maintain successful relationships
\n
• Ability to respond well under pressure and deadlines
\n
• Empathetic; able to identify, understand and respond to different views
\n
• Listening and responding effectively
\n
• Use of concise, clear and appropriate language
\n
• Work well as part of a team as well as being able to use own initiative
\n
• Excellent verbal and written communication skills
\n