- Reviewing and checking accounts and recorded on system
- Liaising with other teams across the business and third parties to resolve exceptions
- Producing illustrations to show current values of account projections
- Creating and sending Annual reports for clients
- Using information from third parties to reconcile client accounts
- Liaising with other teams across the business and third parties to resolve queries relating to client accounts.
- Updating internal system to reflect current values of investments held with client accounts
- Requesting and processing tax certificates
Back to searchFinance Administrator
Pure Resourcing Solutions
Posted 21 hours ago, valid for 23 days
Ipswich, Suffolk IP15BH, England
£12 per hour
Part Time
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Sonic Summary
- The position is for a Temporary Finance Administrator in Ipswich Town Centre, offering a salary of £12 per hour.
- Candidates should have some prior accounts or administrative experience and a desire to develop their finance knowledge.
- Key responsibilities include reviewing accounts, liaising with teams, producing reports, and reconciling client accounts.
- This role is ideal for active AAT studiers, recent accounting graduates, or those in the early stages of AAT.
- The position offers support, training, and development opportunities within a large finance function.
