IBA Liaison Associate/Finance Assistant

hireful; Retford; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A company in the finance sector is seeking an IBA Liaison Associate/Finance Assistant to manage accounting tasks and facilitate communication between departments. The role requires a background in insurance and finance, excellent investigative skills, and proficiency in Excel. Flexible working options are available, along with a competitive salary and various employee benefits.

Benefits

Competitive salary and holiday allowance

Generous maternity and paternity leave

Pension and life insurance cover

Flexible working options

Employee discounts on tech, travel, food and more

Support for training and development

Involvement in community and charity projects

Qualifications

• Experience in insurance or accounts required.
• Excellent investigative skills leading to effective resolutions.
• Ability to work under deadlines and adapt to changes.

Responsibilities

• Facilitate communication between teams and resolve issues.
• Support various finance-related tasks including data reconciliation.
• Manage client queries and payments through credit control.

Skills

Background in insurance and finance

Excellent communication skills

Analytical approach to problem-solving

Intermediate Acturis Knowledge

Confident using Excel workbooks

Strong attention to detail

Adaptability

Job description

Overview

IBA Liaison Associate/Finance Assistant — We’re looking for someone with insurance or accounts experience to join our Operations team. In this role, you’ll help manage accounting tasks and support communication between our finance team and other departments. You’ll also help make sure client money is handled correctly under CASS 5 rules.

Responsibilities

• What you’ll do:
• Facilitate communication and collaboration between departments and teams in resolving issues/queries
• Reconcile data between core systems such as Acturis and Circus
• Identifying issues and implementing the best approach
• Excellent investigative skills leading to effective resolutions.
• Support with various finance-related tasks which includes producing various statements and reconciling against systems
• Identify mis-allocations and confirm corrections
• Work closely with colleagues across different departments and systems
• Credit Control contacting our clients by phone to discuss any queries and payments

What we’re looking for

• Background in insurance and finance
• An understanding of the end to end IBA finance processes
• Intermediate Acturis Knowledge and Experience
• Confident using Excel workbooks
• Excellent communication skills
• Analytical approach to problem-solving.
• Strong attention to detail
• Positive response to change and ability to work well under pressure.
• Adaptability
• Able to work independently and with other departments and be self-motivated and be confident
• Ability to work under deadlines.
• Flexibility to work from various offices across the UK

What we offer

• Competitive salary and holiday allowance (with the option to buy more)
• Generous maternity and paternity leave
• Pension and life insurance cover
• Flexible working options
• Employee discounts on tech, travel, food and more
• Support for training, development, and wellbeing
• Involvement in community and charity projects
• We’re an inclusive employer and welcome people from all backgrounds. If this sounds like a good fit, we’d love to hear from you.