Part-Time Finance & Operations Administrator

RecruitUK; Trowbridge; On-site; GBP 20,700 - 25,300; Part time

Job summary

A Financial Planning and Accountancy Firm in Trowbridge is seeking a Finance and Operations Administrator. In this role, you will manage data processing through Adviser Office, assist with monthly reports, and maintain financial records. Ideal candidates will have experience manipulating data in Excel and a good understanding of the Financial Services industry. This position is suitable for part-time candidates, providing flexibility and an opportunity to work within a collaborative team environment.

Qualifications

• Experience of data processing using a back office system.
• Ability to manipulate data in Excel for reporting.
• Familiarity with Financial Services industry and products.

Responsibilities

• Process income through Adviser Office and complete excel analysis.
• Review and maintain the Sales Ledger.
• Assist in monthly Management report preparation.
• Maintain Adviser Office via Data Cleansing.
• Work on ad-hoc projects exporting data.
• Scan documents into Virtual Cabinet.
• Carry out filing and administrative duties.

Skills

Data processing experience

Excel manipulation

Use of back office systems

Knowledge of Financial Services

Tools

Adviser Office

Intelliflo

Job description

A Financial Planning and Accountancy Firm in Trowbridge is seeking a Finance and Operations Administrator. In this role, you will manage data processing through Adviser Office, assist with monthly reports, and maintain financial records. Ideal candidates will have experience manipulating data in Excel and a good understanding of the Financial Services industry. This position is suitable for part-time candidates, providing flexibility and an opportunity to work within a collaborative team environment.