Ourclientisagrowingnationwidefinancialplanningandwealthadvisorybusinesswhichoperatesfromover50officesacrosstheUK,employingmorethan700staff.Turningover£60million,PE-backedandwith£11billionofassetsundermanagement,itprovidesimpartial,specialist"wholemarket"adviceforindividuals,corporatesandtrusteesonpensions,retirementplanning,inheritancetaxplanning,investmentsandgroupriskandbusinessprotectionmatters,oftenworkingcloselywithotherprofessionaladviserssuchasaccountantsandlawyers.Wearecurrentlylookingtorecruitafull-timeGroupRemunerationAssistanttojoinafriendlyteaminNewcastle.
YouwillreporttotheGroupTransactionalManagersupportingthetransactionalteaminreconcilingrevenueandrelatedactivities.
YourspecificresponsibilitiesasGroupRemunerationAssistantwillinclude:
1. Processingcommissionstatementsandreconcilingbankaccountsforbusiness-as-usualincomefromthecompanyCRMsystem,maintainingallnecessaryspreadsheets
2. LiaisingwiththeUKofficestoobtainstatements
3. Loggingintoproductproviderportalstodownloadstatements
4. Contactingprovidersviaemail/chattoobtainstatements
5. TypingupstatementsfrompostalreportstouploadtotheCRM
6. Contactingproviderstoresolvequeriesviatelephoneandemail
7. Reviewunallocatedtransactionsdailyandensuringthesearebeingactioned,liaisingwithtransactionalmanagerifanyissuesarise
8. Reviewingdataforinconsistencies
9. CompletemonthendreportingandanalysisfortheGroupT...