- 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 2 days ago, valid for 7 days
Ipswich, Suffolk IP15BH, England
£12 per hour
Part Time
In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.
Sonic Summary
- The position is for a Temporary Finance Administrator based in Ipswich Town Centre, offering a salary of £12 per hour.
- Candidates should have some accounts or administrative experience and be looking to develop their knowledge in finance.
- Key responsibilities include reviewing accounts, liaising with teams and third parties, and producing client reports.
- This role is particularly suited for active AAT studiers, recent accounting graduates, or those in the early stages of AAT.
- The company offers support, training, and development opportunities within a large finance function.
