Finance Assistant
My client is currently looking for a Finance Assistant to join their firm in Blackpool. Role ResponsibilitiesReview and oversight of predominantly quarterly client fee processCalculate manual fees in relation to account opening, closing, rate changes and various correctionsOversee fee set up performed by client servicesMonitor and process general fee related CRM requests and queries received in Fees InboxLiaise with front and back office in matters relating to fees.Perform static data checks ahead of fee runs to rectify any issuesPerform monthly payment runProduce monthly fee statementsCalculation of manual feesReview and amendment of certain static dataLiaise with external clients address queries and requestsLead or assist with any fee related initiativesAssist with Avaloq testing and developmentIdentify fee process automation and improvement opportunities and assist with their implementationRegular review of Finance fee proceduresExtensive Benefits Package Includes:Pension: Up to 7.5% employer matching (4.5% employee minimum contribution)Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day oneMedical Cash Plan: Dental, eye care, physiotherapy, and more via Simply HealthLife Assurance: 4x annual salary (from start date)25 days holiday, increasing with tenure (+ bank holidays)Share Incentive Plan: Company matched shares (after 6 months)Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket LoanEnhanced Maternity and ..... full job details .....
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