Finance Operations Administrator

Complete Security Recruitment Ltd; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading independent financial advisory firm seeks a Finance Operations Administrator to join their team in London. This entry-level role involves managing financial operations, ensuring accurate processing of requests, and generating business reports. Ideal for those looking to start a career in finance.

Benefits

Opportunity to work alongside a market leader

Clear career path

Qualifications

• Entry level position in Finance Operations.

Responsibilities

• Enter all procuration fees into the CRM system.
• Conduct weekly analysis of procuration fees.
• Reconcile monthly credit card statements.

Job description

Join to apply for the Finance Operations Administrator role at Complete Security Recruitment Ltd.

Get AI-powered advice on this job and more exclusive features.

• 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

Referrals can increase your chances of interviewing at Complete Security Recruitment Ltd by 2x.

Get notified about new Finance Administrator jobs in London, England, United Kingdom.