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Finance assistant

Stoke-on-Trent
Finance assistant
Posted: 5h ago
Offer description

Claims Finance – Make an Impact Join our dynamic team and play a pivotal role in managing client funds with precision and professionalism. As part of our Claims Finance function, you’ll take ownership of financial processes that keep our operations running smoothly. From producing accurate monthly reconciliations in Excel to investigating and resolving queries, your expertise will ensure transparency and trust at every stage. This is more than just numbers—you’ll be safeguarding compliance, supporting contractors, and contributing to exceptional client experiences. If you’re detail-driven, proactive, and ready to make a real difference, this is your opportunity to shine. What will your day look like: Complete bank to bordereaux reconciliations using Excel and send to clients Complete supplier or contractor reconciliations using Excel Investigate and resolve reconciliation queries, escalate issues Record all receipts and credits daily Make payments using online banking Process cheques in and out plus bank cheques Process Davies fee payments Process invoices as required Process bank account applications Answer and resolve internal and client queries Monitor and control client monies, escalating any issues internally or to clients as required Liaise with staff from across the Davies Group and external clients Knowledge and Abilities: Must have Strong Excel skills Attention to detail Committed to giving excellent customer service Ability to work to deadlines The ability to work in a team as well as individually Desirable Reconciliation experience Ability to multi-task Good written and verbal communication INDUKI Benefits Career & Purpose Davies Innovation Lab Leadership training programme Funding for professional qualifications Thrive at Davies; learning opportunities Environmental & Social The Davies Foundation Local charity funding Pennies To Heaven Employee Resource Groups Employee volunteering programme Financial Health Pension, 5% employee and 5% employer contribution My Choices at Davies provides; High Street discounts and Financial wellbeing hub Life assurance: x4 Refer a Friend Cycle to Work Scheme Lease car salary sacrifice Davies Incentive Plan Enhanced maternity, paternity and adoption pay Mental, Physical & Emotional Wellbeing Wellbeing centre; move, munch, money & mind focus Discounts with 100's of UK retailers EAP; 24/7 confidential helpline 25 days holiday, increases to 26 days after 5 years and 27 after 10 years Flexible working Dress for your day Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy and baby loss and miscarriage Flexible benefits include; holiday purchase plan and a opportunity to purchase heath cash plan and BUPA dental plan

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