Finance 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 3^rd 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)