Finance Operations Administrator

Company : Complete Security Recruitment Ltd

Job Type : Full Time

East London, London

Number of Applicants

000+

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Job Description - Finance Operations Administrator

Close knit team
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 will require you to perform a range of tasks within the Finance Operations Team to ensure that any requests are dealt with in an accurate and efficient manner in accordance 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

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Finance Operations Administrator

Job Description - Finance Operations Administrator

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