IBA Finance Technician

Discipline: Operations
Job type: Permanent
Contact email: george@weareedenbrook.com
Job ref: J4705
Published: almost 2 years ago
Key Responsibilities & Accountabilities: • Monthly bordereaux and Insurer account reconciliations and initiating payment thereof. • Monitoring and actioning Introducer payments. • Monitoring and actioning client refunds. • Raising premium and commission queries and ensuring prompt resolution with Account Handlers/Insurers. • General ‘housekeeping’ – Insurer/Introducer/Agent account records to investigate and resolve allocation anomalies. • To assist the Finance Team as and when required with other duties. • To assist auditors as and when required for completion of our annual audit. To be successful in this role, you will need to be/have: • Strong analytical and problem-solving skills. • Attention to detail and accuracy. • Excellent communication and interpersonal skills. • Proficiency in Excel. • Ability to work independently and as part of a team. • Ability to manage multiple tasks and prioritise workload.