The successful Purchase Ledger Administrator will work within the Group standard operating procedures with emphasis on working towards continuous improvement in line with company objectives and quality standards.
The role will involve
To work professionally and competently.
To work within robust systems that benefits the department and organisation as a whole.
The successful candidate will be responsible for managing client and office accounts, ensuring all financial transactions are accurately recorded and processed in a timely manner.
The Accounts Administrator role is integral to the accounting and finance team within our clients busy team.
Our client based in Eastbourne has a strong reputation for excellence and a commitment to providing high-quality services, they have a dedicated team of professionals who take pride in their work.
Our chartered clients has been offering financial advice to new and existing clients for over 25 years, and has built a reputation for excellence, they are now looking to recruit an experienced financial services experienced office manager, to supervise the administration staff including pension and investment paraplanners, as well as mortgage paraplanners.
Overview
A well-established wealth management firm based in Hailsham, requires an experienced financial services professional to act as the office manager, supervising a team of administration staff, as well as working closely with the business owner, acting as the first point of contact to existing clients, dealing with general enquiries, and ensuring the smooth running of the IFA firm.
Main Duties
A rare opportunity for an experienced financial services professional to join a very well established financial advisory firm based in Hailsham as an office manager, ensuring the smooth running of the company in the absence of the business owner, as well as assisting the existing clients with general enquiries.
To co-ordinate and oversee the day to day operation of the Assessment Centre, managing sessions to optimise productivity and customer service, meeting and greeting all customers and visitors and working with clinical colleagues to ensure smooth running of assessments across all relevant channels.
Carry out reminder calls to customers for appointments