** Trainee Finance Assistant Insurance Sector | Plymouth, Devon **
Are you looking to kickstart your career in finance? Do you have a keen eye for detail and a passion for numbers? Join a thriving and supportive team in the insurance sector as a Trainee Finance Assistant and take your first step into the world of finance.
About the Company
Our client is a well-established and growing insurance brokerage based in Plymouth, Devon. Known for their collaborative culture and commitment to staff development, they offer a fantastic environment for learning and career progression.
The Role
As a Trainee Finance Assistant, youll work closely with the finance team to support a range of IBA accounting and administrative tasks. This is a full-time, office-based role with excellent training opportunities and a clear path for progression.
Key Responsibilities
1. Investigate and resolve client receipt allocation issues by liaising with relevant internal and external teams.
2. Perform monthly bordereaux and insurer account reconciliations and initiate payments.
3. Monitor and process client refunds.
4. Raise and resolve premium and commission queries with Account Handlers and Insurers.
5. Investigate and resolve allocation anomalies in Insurer/Introducer/Agent accounts.
6. Assist auditors during the annual audit process.
7. Provide administrati...