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Investment clerk
Finance Operations Administrator

Finance Operations Administrator

Complete Security Recruitment Ltd

Posted 19 hours ago, valid for 16 days

London, Greater London E10 6EJ, England

Full Time

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Sonic Summary

We are seeking a forward-thinking Finance Operations Administrator to join a leading independent financial advisory and wealth management firm in the UK.
The role involves various tasks within the Finance Operations Team, including entering procuration fees into the CRM system and conducting weekly analyses.
Candidates should have at least 2 years of experience in finance operations or a related field.
The position offers a competitive salary of £30,000 to £35,000 per year, depending on experience.
This opportunity provides a clear career path and the chance to work within a close-knit team alongside market leaders.

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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