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- Opportunity to work alongside a market leader
- Clear career path
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
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
Industries
- Security and Investigations
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#J-18808-LjbffrFinance Operations Administrator in London employer: Complete Security Recruitment Ltd
Complete Security Recruitment Ltd is an exceptional employer, offering a dynamic work environment where innovation and collaboration thrive. With a clear career path and opportunities for professional growth, employees are encouraged to develop their skills while contributing to one of the UK's leading independent financial advisory firms. Located in London, the company fosters a supportive culture that values teamwork and excellence, making it an ideal place for those seeking meaningful and rewarding employment.
Contact Details:
Complete Security Recruitment Ltd Recruitment Team
