Brook Street are happily partnered up with an investment company based in York who are on the lookout for their next Finance & Office Administrator to join on a full-time permanent basis.
This role combines finance administration (around 75%) and office/facilities support (around 25%). You will help the finance team with important financial tasks while also making sure the office runs smoothly and clients receive a professional welcome.
You will play a key role in keeping records up to date and supporting the company in meeting regulatory and audit requirements.
This is a great opportunity for someone who enjoys being organised, managing different tasks, and working as part of a friendly and supportive team.
The role
1. Full time permanent position
2. Location: York, YO31
3. Salary on offer: £26,000 DOE!
4. Monday to Friday position
5. Hours: 8:30am- 5:00pm
6. Fully office based
7. 21 days+ Bank holidays
8. Ad hoc company Benefits Package
9. Opportunities for progression
10. Great pension scheme
11. Opportunities to learn and develop
Main Responsibilities
12. Raise sales invoices and credit notes following company procedures
13. Complete daily bank and income reconciliations and report any issues
14. Manage petty cash with proper documentation
15. Chase outstanding payments in a professional manner
16. Prepare client direct debit collections
17. Keep financial records organised for audit purposes
18. Use Excel to prepare financial reports and schedules
19. Help improve finance processes where possible
Office & Facilities Duties
20. Welcome clients and provide a professional front-of-house experience
21. Answer and manage incoming calls
22. Organise meeting rooms for client meetings
23. Be the main contact for general office and facilities issues
24. Liaise with contractors and building management
25. Handle incoming and outgoing post, including confidential documents
26. Support printing, scanning, and secure document handling
27. Maintain office supplies
28. Assist with general admin tasks when needed
Skills & Experience Required
29. Minimum 2 years' experience in finance and administration
30. Strong organisation skills and attention to detail
31. Professional and confident communication skills
32. Reliable and proactive approach
33. Ability to manage multiple tasks
34. Confident using Microsoft Excel and Word
35. Experience with invoicing or reconciliations
36. Previous office or facilities coordination experience
37. Experience in financial services or another regulated environment is an advantage