Accounts Assistant/Senior Accounts Assistant - Taunton

Key Purpose

To provide accounting support to the Finance Team, ensuring high levels of service are provided to our partners in support of the business strategy.

Lloyd & Whyte Group

Responsibilities

  • Achieve individual objectives and key performance indicators as set and agreed
  • Reconciliation of insurance company accounts including liaising with insurers to reconcile queries
  • Communicating with colleagues with a view to settling any queries on premium postings
  • Distributing refunds to clients
  • Assist with administration relating to external and in-house direct debit schemes
  • Reconciliation of system accounts against bank statements
  • Accurate processing of accounting entries into relevant systems
  • Ensure the Company accounting records are always up to date and appropriate escalation is taken
  • Work collaboratively with all colleagues to deliver an exceptional client experience
  • Ad hoc tasks as directed
  • Support colleagues from all areas of the business as required

 

Responsibilities Specific to Senior Adviser

  • Daily management of workflow, queries and the team in the absence in the Accounts Supervisor
  • Coach & develop team members
  • Handle a variety of complex work and referrals
  • Be proactive & analytical in day to day role and when liaising with the management team
  • Involvement with projects assigned by line managers or senior management team

 

 

Skills & Behaviours

  • Demonstrate our values of Fun, Supportive, Professional, working in Partnership and Ambitious
  • Confident and capable of building rapport over the telephone to provide an excellent client experience
  • Ability to work in a regulated, compliant and client focused environment
  • Organised, resourceful, deadline driven and supportive of the wider team
  • Quality orientated with great attention to detail
  • IT literate

Qualifications

  • Hold or working towards AAT Level 3 qualification
  • Willing to working towards AAT Level 4 qualification

Location: Taunton

Employment Type: Full Time

Salary: Up to £30,000.00 (Depending on Experience)

Working Hours:

Full Time, Permanent

Duration: Permanent