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- Tasks: Join our Finance Operations Team to manage financial data and ensure accuracy.
- Company: Complete Security Recruitment Ltd is a leading independent financial advisory firm in the UK.
- Benefits: Enjoy a clear career path, full-time hours, and the chance to work with industry leaders.
- Why this job: This role offers hands-on experience in finance and a chance to make an impact.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn!
- Other info: Referrals can double your chances of landing an interview!
The predicted salary is between 28800 - 43200 £ per year.
We are currently looking for a forward-thinking Finance Operations Administrator to join one of the UK's leading independent financial advisory and wealth management firms. The role involves performing various tasks within the Finance Operations Team to ensure requests are handled accurately and efficiently, in line with the Company's service level agreements.
Main Responsibilities:
- Enter all procuration fees into the CRM system
- Conduct weekly analysis of procuration fees
- Perform weekly reconciliation of procuration returns
- Post journals using NetSuite
- Reconcile monthly credit card statements
- Manage monthly admin charges
- Oversee expense management processes
- Schedule mortgage and protection reviews
- Prepare corporate lead data reports
- Perform CRM data cleaning and maintenance
- Upload data to internal systems on a daily, weekly, and monthly basis
- Generate business reports as required
- Reconcile introducer payments
Finance Operations Administrator employer: Complete Security Recruitment Ltd
Contact Detail:
Complete Security Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Operations Administrator
✨Tip Number 1
Familiarise yourself with the specific software mentioned in the job description, like NetSuite and CRM systems. Having hands-on experience or even completing online tutorials can give you a significant edge during interviews.
✨Tip Number 2
Brush up on your financial analysis skills, particularly around procuration fees and reconciliations. Being able to discuss relevant examples or scenarios where you've successfully managed similar tasks will demonstrate your capability.
✨Tip Number 3
Network with current or former employees of Complete Security Recruitment Ltd. They can provide insights into the company culture and expectations, which can help you tailor your approach during the interview process.
✨Tip Number 4
Prepare questions that show your interest in the role and the company. Asking about their service level agreements or how they measure success in the Finance Operations Team can set you apart as a proactive candidate.
We think you need these skills to ace Finance Operations Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Finance Operations Administrator position. Tailor your application to highlight relevant skills and experiences that align with these tasks.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your finance-related experience, skills, and education. Use bullet points for clarity and focus on achievements that demonstrate your ability to handle tasks like data management and reconciliation.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples from your past experiences that showcase your analytical skills and attention to detail, which are crucial for this position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are essential in finance roles.
How to prepare for a job interview at Complete Security Recruitment Ltd
✨Know Your Numbers
As a Finance Operations Administrator, you'll be dealing with numbers daily. Brush up on your financial terminology and be prepared to discuss your experience with financial analysis, reconciliations, and CRM systems.
✨Demonstrate Attention to Detail
This role requires accuracy in handling financial data. Be ready to provide examples of how you've ensured precision in your previous work, whether through double-checking figures or implementing processes to minimise errors.
✨Familiarise Yourself with NetSuite
Since posting journals using NetSuite is part of the job, it’s beneficial to have a basic understanding of this software. If you’ve used similar systems, mention that experience and express your willingness to learn quickly.
✨Prepare Questions About the Role
Show your interest by preparing thoughtful questions about the Finance Operations Team and the company’s goals. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
