Administrative & Financial Assistant – Part-Time | Almancil (Hybrid or On-site)

C1 Broker; Almancil; Híbrido; EUR 10 000 - 20 000; Tempo parcial

Resumo da oferta

An independent insurance brokerage firm located in Portugal is seeking a Finance and Administrative Assistant to support administrative and financial operations. The role includes managing payment receipts, updating CRM data, and controlling outstanding balances. Ideal candidates should have technical education in relevant fields and demonstrate strong organizational skills. This position offers a part-time contract with a flexible work model and opportunities for professional development.

Serviços

Flexible working hours

Friendly and collaborative work environment

Initial training and professional development opportunities

Qualificações

• Good knowledge of Microsoft Office (Excel, Outlook).
• Responsible and team-oriented attitude.
• Previous experience in administrative or financial roles is an advantage.

Responsabilidades

• Managing payment receipts and controlling outstanding balances.
• Uploading files to insurer webservice platforms.
• Controlling commissions and reconciling accounts with insurance companies.
• Updating client and policy data in our CRM (Lluni).
• Verifying supplier payments and assisting in expense control.
• Collecting and delivering invoices to the external accounting company.

Conhecimentos

Microsoft Office (Excel, Outlook)

Organizational skills

Attention to detail

Team-oriented attitude

Fluency in Portuguese

Formação académica

Technical or higher education in Administration, Accounting, Management or Economics

Descrição da oferta de emprego

About us

C1 Broker is an independent insurance brokerage firm specialized in providing solutions for international clients living in Portugal. We value organization, accuracy, and high-quality client service.

Main responsibilities

We are looking for a Finance and Administrative Assistant to join our team and support our administrative and financial operations. The main tasks include:

• Managing payment receipts and controlling outstanding balances;
• Uploading files to insurer webservice platforms;
• Controlling commissions and reconciling accounts with insurance companies;
• Updating client and policy data in our CRM (Lluni);
• Verifying supplier payments and assisting in expense control;
• Collecting and delivering invoices to the external accounting company;
• Performing other administrative tasks related to the financial area of the brokerage.

Profile

• Technical or higher education in Administration, Accounting, Management or Economics;
• Good knowledge of Microsoft Office (Excel, Outlook);
• Excellent organizational skills and attention to detail;
• Responsible and team-oriented attitude;
• Fluency in Portuguese (required);
• Previous experience in administrative or financial roles is an advantage, but not mandatory.

We offer

• Part-time contract;
• Hybrid or on-site work model, depending on the candidate’s preference;
• Flexible working hours (morning or afternoon shift, Monday to Friday);
• A friendly, professional, and collaborative work environment;
• Initial training and opportunities for professional development.

How to apply

Please send your updated CV and a short cover letter to [e-mail], with the subject line:

• “Application – Finance and Administrative Assistant”