Finance / Accounts Assistant

About this opportunity

This is a great opportunity to become a valued member of a small friendly Accounts Team. If you are someone who enjoys working with figures this could be the role for you!

A normal day would include:

• Balancing bank accounts
• Downloading transactional items from a System Database
• Reconciling transactional items with monies actually received
• Investigating differences
• Calculating monies due to Insurer/s
• Recording Scheme Statistics
• Raising Insurer payments
• Scanning Insurer documentation to third parties
• Reconciling credit card transactions and raising the transfers between bank accounts
• Assisting with posting payments and receipts on SAGE Accounting Software
• Reconciling SAGE to bank accounts
• Raising claim payments
• Updating various financial information on excel spreadsheets
• Assisting with the reconciliation of client money bank accounts
• Assisting with membership data comparisons when dealing with third parties
• Administering the process of collecting direct debits
• Dealing with direct debit cancellations and amendments on a daily basis
• Administering the process of transferring monies between policies
• Sending daily direct debit bank submissions
• Input rejections from each submission processed
• Take appropriate action to collect any unpaid premiums
• Liaise by telephone, email and letter with clients and Insurers
• Respond to investigate and resolve client queries and any further problems raised
• Raise BACS refunds and apply necessary action on policy record
• Transfer monies between internal bank accounts

What you could go on to do
Once qualified, you would have the opportunity to put the majority of what you have studied into practice.

We are looking to invest in someone who wants career progression and we support employees who want to continue in their personal development, relevant to their role.

How you will be supported
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role.

What will happen next
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team. You will then have the opportunity to find out:
• More about this vacancy and any others you are suitable for
• Any training you need to complete
• What the next steps will be

How you could get there
If you would be catching public transport for this role, visit the Journey Planner on www.tfgm.com to see how you would get there and how long it would take.

What you should have to apply

• GCSE grade C(4) or above in English and Mathematics or equivalents
• Ideally an accounts A Level or AAT L2 qual – however this is not a must

Personal Qualities

• Friendly
• Sociable
• Organised

Skills

• Demonstrate a positive and constructive attitude at all times through your approach, effort and time put into the job
• Flexibility in the work place
• Commitment to the business needs
• Contribute to achievement of team goals/targets