04 Jun 2021

Finance Technician

Ref 33707

Our client is seeking a Finance Technician to report directly to the Financial Account Manager, to carry out the day to day administration and finance tasks of a range of insurance companies and supporting the wider finance team.

Principal Accountabilities

  • Ensuring all documentation, correspondence and telephone calls are dealt with professionally, efficiently and accurately.
  • Accurately process payments and receipts, monitor cash balances, generate bank statements, update cashbooks and reconcile bank statements. Dealing with fixed deposits, including observing mandates, investment guidelines and board requirements.
  • Production and circulation of Board packs. Organising Board meetings, (booking meeting rooms and circulating availability for meeting dates).
  • Maintaining an electronic filing system for each client assigned and ensuring that any scanning has been reviewed before archived or shredded.

The desirable candidate for this role will have previous financial or office related experience be proficient working use of IT and the Microsoft Outlook, Excel and Word, have sound organisational and time management skills and have previous use of online banking platforms is preferred but not required as training will be given.

 

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