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Davies
Finance Assistant
Stoke-on-Trent
FULL TIME
October 18, 2024
Finance Assistant - Stoke
Davies are looking to recruit a Finance Assistant to join our Claims Finance team in Stoke. In this role you will be responsible for managing client funded bank accounts of behalf of our claim’s management teams. You will be tasked with producing monthly claims management, reconciliations and statements whilst supporting the Claims Finance team.
#INDHP
Duties and responsibilities:
· Undertake bank reconciliations and client reconciliations using Excel as per client and company requirements.
· Monitor and control client accounts and client funds in line with client and company service standards, escalating any issues internally or to clients as required.
· Investigate and resolve reconciliation queries in a timely manner.
· Record all receipts and credits in a timely manner.
· Complete payment processes via online banking, cheque and internal systems
· Process cheques in and out plus bank cheques
· Process Davies fee payments
· Process bank account applications
· Answer and resolve telephone and email queries in a timely manner.
· Liaise with staff from across the Davies Group and external clients.
· Support the oversight and development of the Claims Finance team including any training and development needs.
· Adhere to Company systems and procedures.
· Actively promote the principle of Treating Customers Fairly
Skills & Experience
· Good reconciliation experience
· Strong Excel skills
· Ability to work to deadlines whilst prioritizing work load.
· Must be able to multi-task.
· Excellent telephone manner and Customer Service experience
· Excellent written and verbal communication.
· The ability to work in a team as well as individually.
Job Types: Full-time, Permanent
Pay: From £22,308.00 per year
Benefits:
Davies are looking to recruit a Finance Assistant to join our Claims Finance team in Stoke. In this role you will be responsible for managing client funded bank accounts of behalf of our claim’s management teams. You will be tasked with producing monthly claims management, reconciliations and statements whilst supporting the Claims Finance team.
#INDHP
Duties and responsibilities:
· Undertake bank reconciliations and client reconciliations using Excel as per client and company requirements.
· Monitor and control client accounts and client funds in line with client and company service standards, escalating any issues internally or to clients as required.
· Investigate and resolve reconciliation queries in a timely manner.
· Record all receipts and credits in a timely manner.
· Complete payment processes via online banking, cheque and internal systems
· Process cheques in and out plus bank cheques
· Process Davies fee payments
· Process bank account applications
· Answer and resolve telephone and email queries in a timely manner.
· Liaise with staff from across the Davies Group and external clients.
· Support the oversight and development of the Claims Finance team including any training and development needs.
· Adhere to Company systems and procedures.
· Actively promote the principle of Treating Customers Fairly
Skills & Experience
· Good reconciliation experience
· Strong Excel skills
· Ability to work to deadlines whilst prioritizing work load.
· Must be able to multi-task.
· Excellent telephone manner and Customer Service experience
· Excellent written and verbal communication.
· The ability to work in a team as well as individually.
Job Types: Full-time, Permanent
Pay: From £22,308.00 per year
Benefits:
- Additional leave
- Casual dress
- Company pension
- Employee discount
- Employee stock ownership plan
- Free parking
- Health & wellbeing programme
- Life insurance
- On-site parking
- Referral programme
- Store discount
- Monday to Friday
- Stoke-On-Trent: reliably commute or plan to relocate before starting work (required)
- United Kingdom (required)
We regret to inform you that this job opportunity is no longer available as it has expired
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