Description
Davies are looking to recruit a Finance Assistant to join our Claims Finance team in Stoke. In this role you will be responsible for managing client funded bank accounts of behalf of our claim’s management teams. You will be tasked with producing monthly claims management, reconciliations and statements whilst supporting the Claims Finance team.
What will your day look like:
* Undertake bank reconciliations and client reconciliations using Excel as per client and company requirements.
* Monitor and control client accounts and client funds in line with client and company service standards, escalating any issues internally or to clients as required.
* Investigate and resolve reconciliation queries in a timely manner.
* Record all receipts and credits in a timely manner.
* Complete payment processes via online banking, cheque and internal systems
* Process cheques in and out plus bank cheques
* Process Davies fee payments
* Process bank account applications
* Answer and resolve telephone and email queries in a timely manner.
* Liaise with staff from across the Davies Group and external clients.
* Support the oversight and development of the Claims Finance team including any training and development needs.
* Adhere to Company systems and procedures.
* Actively promote the principle of Treating Customers Fairly
Knowledge and Abiliti...