Finance Operations Assistant
Cheshire
Finance Operations Assistant
Cheshire
The details
This vacancy has now expired.
Start your job searchFinance Operations Assistant | 10 Month Fixed Term Contract | £25000
Marks Sattin are recruiting on behalf of a well-established financial planning and investment business based in Cheshire who are seeking a Finance Operations Administrator to join the team on a 10 month fixed term contract basis.
Duties
- Reconciliation of daily cash receipts to client records
- Validation, tracking and recognition of revenue across core platforms & systems
- Management and processing of refunds across platforms and systems
- Liaising with business areas and 3rd parties to understand any discrepancies on revenue receipts
- Support our Advisers ensuring their income is correctly allocated, reported and understood
- General business support
Person Spec
- Excellent attention to detail
- Good communication skills
- Works well as part of a team
- Experience using CRM system
- Strong Excel
- Experience working with Financial services (Desirable)
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Job Discipline
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Contract Type:
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