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Accounts Assistant

Posted: 25/01/25
Recruiter:Brown & Brown
Reference:2886675607
Type:Permanent
Salary:Competitive
Location:Poole, Dorset
Description:

Insync Insurance, a valued part of the Brown & Brown (Europe) Group, are looking to recruit a Finance Technician to join their team.

This is an excellent chance for an experienced accounts professional to join a thriving business, in a role which will offer the chance of long-term progression.

Further benefits on offer include free local parking, a competitive salary & generous benefits package, and hybrid working after the initial training period.

Duties to be performed in the role are as follows:

Financial

  • Assisting with monitoring cash flow so payments produced can be paid.
  • Assisting with departmental accounts queries.
  • Advising technicians, finance and office services staff of all input errors, to ensure reduced future errors, providing training as required to reduce number of errors.
  • Completion of daily client money banking.
  • Assisting with Completion of client credit control processes, liaising with technicians and production of monthly analysis.
  • Liaising and assisting auditors and the company accountants as requested.
  • Assisting with production of bank payments and bank transfers (Bacs or cheque).
  • Assisting with ensuring that all departmental finance queries, are answered adequately and in a timely manner.
  • Assisting with the production and distribution of daily and weekly MI.
  • Assisting with the production and settlement of amounts due to insurers and introducers, including bordereaux if required.
  • Assisting and covering for team members.
  • Ensure electronic calendars are up to date and representative of all activities.
  • Assisting and managing bespoke tasks as required by directors and the board.
  • Ensure all regulations are complied with which effect the finance and office services departments.
  • Ensure effective credit control procedures for the giving of credit and collection of debt.
  • Ensure all reconciliations are carried out within the appropriate timescales.

Compliance

  • Be conversant and compliant with all Insync procedural requirements and internal control standards.
  • Ensure adherence to Regulatory requirements in all areas, achieving these in the most efficient manner.

Risk Management

  • Ensure financial and operational risks to the business are identified, quantified and mitigated.

For more information please apply online or contact Dan Hurley.

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