Operations & Finance Assistant - Taunton, United Kingdom - Office Angels

Office Angels
Office Angels
Verified Company
Taunton, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Do you pride yourself on being process driven and a great multitasker with the ability to problem solve? If so this could be the role for you

JOB TITLE:
Operations & Finance Assistant


LOCATION:
Taunton, Somerset (Office Based)


SALARY:
£20,000 - £25,000 PA (Dependant on experience)


THE COMPANY:
An award-winning and very successful mortgage advisory and financial services firm. Highly reputable and established within the community. Provides an impeccable level of service to the customers ensuring each client feels liketheir 'only client'.


BENEFITS:


  • Luxurious, bright and modern offices that have been recently renovated.
  • A stunning fully equipped gym with showers and changing room facilities.
  • Spacious and relaxing staff room with wide screen TV, comfy sofas and free fruit baskets.
  • Generous pension scheme.
  • Lifestyle Allowance: the opportunity to take one morning or afternoon per month for any personal appointments.
  • Discretionary holiday.
  • An additional day's holiday to celebrate your birthday.
  • Generous allowance for sick pay to support individuals when they need it most.
  • Full financial support for any appropriate industry qualifications. In addition, 10 hours study time per month awarded to those undertaking qualifications.

THE ROLE:

You will be part of the team assisting operations and finance, managing all aspects of running the office, the operations, and finances within the group.

You will be ensuring the smooth day to day running of the office and dealwith daily post, orders, deliveries, and contractors where necessary.

You and the team will be responsible for reconciliation, monitoring and maintaining all group accounts such as payroll, bank accounts, adviser capital accounts and financial records relatingto leads, introducers, and company referrals.


Daily duties will include:

  • Reconciling commission statements within client databases, adviser accounts and introducer accounts, where applicable
  • Sending out introducer letters with relevant payments
  • Reconciling the companies bank transactions within the relevant accounting software
  • Monitoring and paying invoices
  • Instructing the payroll and making the relevant pay transactions
  • Keeping the relevant finance and referral spreadsheets updated and actioned accordingly
  • Helping to manage all operational sides of the business, the office building and the fixtures, fittings, and contents within them
  • Helping to manage the IT and phone systems
  • Assist the Leadership Team with administrative tasks
  • Ordering stationery and office essentials
  • Dealing with the daily post & weekly fruit deliveries
  • A high degree of personal motivation, organisational skills, and the ability to manage your own workload
  • Excellent attention to detail and a high degree of accuracy
  • Flexibility and approachability under pressure
  • Proactive, tenacious and show initiative always
  • The ability to communicate confidently, clearly, and effectively at all levels
  • The ability to work closely with other members of the team and management team
  • A learning mind set with the ability to receive feedback to implement corrective advice ensuring achievement of key objectives and service delivery to clients
  • A high level of professionalism to deliver client service excellence
  • The ability to build excellent relationships with all colleagues
  • Strong IT skills, using Microsoft Office Suite with strong Excel skills
  • Use of confidentially and data protection
  • Strong planning and organisation skills
  • Ability to multitask
  • Selfmotivation
  • Flexibility and adaptability

Why make Office Angels your agency of choice?

  • CV advice and guidance.
  • Thorough interview preparation advice and support.
  • Support from a personable and dedicated team of experienced Consultants We keep in touch Once we place you in your new role, we keep in touch for your first few weeks to ensure you are happy and settled in.
  • If we successfully find you your new role we will plant a tree in your name


Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers.

Office Angels UK is an Equal Opportunities Employer.
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