Finance Assistant - Stoke-on-Trent, United Kingdom - Davies Group

Davies Group
Davies Group
Verified Company
Stoke-on-Trent, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job title:
Finance Assistant
Division:Claims Solutions UK&I


Department:
Claims Finance
Location:Stoke on Trent / Hybrid


Reporting to:
Team Leader
Hours of Employment:37.5 Mon-Fri :00


Job purpose:


Claims Finance
To manage client monies and to produce monthly reconciliations using Excel. Investigate and resolve queries.


Duties and responsibilities:


  • Undertake bank to bordereau reconciliations using Excel
  • Investigate and resolve reconciliation queries in a timely manner
  • Monitor and control client monies, escalating any issues internally or to clients as required
  • Record all receipts and credits daily
  • Complete payment processes via online banking
  • Process cheques in and out plus bank cheques
  • Process Davies fee payments
  • Answer and resolve internal and client queries
  • Liaise with staff from across the Davies Group and external clients
  • Support your own development and that of the Claims Finance team, identify training needs
  • Adhere to Company systems and procedures

Skills & Experience
Must have

  • Strong Excel skills
  • Attention to detail
  • Committed to giving excellent customer service
  • Ability to work to deadlines
  • The ability to work in a team as well as individually
Desirable

  • Reconciliation experience
  • Ability to multitask
  • Good written and verbal communication
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