As an ActiveQuote Junior Finance Assistant, you will form part of the ActiveQuote Finance function and will be responsible for processing and reconciling commission statements along with day to day finance tasks. Assistance will be expected with ad-hoc duties.
The successful candidate will be efficient, fast to absorb new knowledge and tools, and disciplined in maintaining focus on deliverables.
Responsibilities and Duties
Input of commission statements daily - manual data entry and excel uploads.
Reconciliation of commission statements - reconcile commission transactions against expected returns.
Commission anomaly queries - professionally communicate with insurers and in-house sales and support staff resolving any commission queries.
Bank Reconciliation - ensure that bank transactions reconcile with the commission statements received.
Ad-hoc tasks
To constantly display and encourage ActiveQuote company values of INTEGRITY, UNITY, INNOVATION and PASSION
Skills & Education
Essential
High Level Microsoft Office Skills (Word, Excel, Powerpoint etc)
Proven ability to learn and adapt quickly to new tools, systems, and processes
Strong time management and organisational skills with a track record of efficient work delivery
Excellent attention to detail and ability to maintain focus on complex tasks
Self-motivated with demonstrated ability to work independently and stay on task
Strong communication skills - email and face to face
Team Player - working with the team to meet deadlines
Minimum of 3 GCSEs including Maths and English at grade C or above
Desirable
AAT or equivalent
Experience in Reconciliations
Experience in revenue collection and financial systems maintenance.
A working knowledge of Quickbooks/Sage
A background working in a finance function
A background in Insurance
What We're Offering
Competitive salary
30 days holiday per year (inclusive of bank holidays)
Full ongoing training will be provided
Good location with excellent transport links
A hardworking but fun and lively atmosphere with opportunities to develop within the business
Job Types: Full-time, Temporary
Contract length: 3 months
Work Location: Hybrid remote in Cardiff CF11 0SN
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