Accounts Assistant/Senior Accounts Assistant- Taunton
Key Purpose
To provide accounting support to the Finance Team, ensuring high levels of service are provided to our partners in support of the business strategy.
* Achieve individual objectives and key performance indicators as set and agreed
* Reconciliation of insurance company accounts including liaising with insurers to reconcile queries
* Communicating with colleagues with a view to settling any queries on premium postings
* Distributing refunds to clients
* Assist with administration relating to external and in-house direct debit schemes
* Reconciliation of system accounts against bank statements
* Accurate processing of accounting entries into relevant systems
* Ensure the Company accounting records are always up to date and appropriate escalation is taken
* Work collaboratively with all colleagues to deliver an exceptional client experience
* Ad hoc tasks as directed
* Support colleagues from all areas of the business as required
Responsibilities Specific to Senior Adviser
* Daily management of workflow, queries and the team in the absence in the Accounts Supervisor
* Coach & develop team members
* Handle a variety of complex work and referrals
* Be proactive & analytical in day to day role and when liaising with the management team
* Involvement with projects assigned by line managers or senior management team
Skills & Behaviours
* Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
* Confident and capable of building rapport over the telephone to provide an excellent client experience
* Ability to work in a regulated, compliant and client focused environment
* Organised, resourceful, deadline driven and supportive of the wider team
* Quality orientated with great attention to detail
* IT literate
Qualifications
* Hold or working towards AAT Level 3 qualification
* Willing to working towards AAT Level 4 qualification
Employment Type: Full Time
Salary: Up to £30,000.00 (Depending on Experience)
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