Finance Administration Assistant
Salary: £27,300 pro rata per annum plus company benefits
Location: Guildford, GU1
Contract: Part-time, 12 month FTC
Shifts: 25 hours per week, Monday – Friday 5 hours per day flexible within office hours.
Work model: Hybrid (2 days in the office once training completed and 3 days work from home)
Williams Lea seeks a Finance Administration Assistant to join our team!
Williams Lea is the leading global provider of skilled business-critical support services to financial, legal and professional services firms.
Sound good so far? Then this is the perfect position for you and you are just the individual that we are looking for!
Purpose of role
The Finance Administration Assistant will work as part of a team to provide the highest level of customer service to our client’s Private Client department. Whilst the list of tasks in this document is not exhaustive, the Finance Administration Assistant may cover any combination of the tasks set out below and will provide excellent customer service, performing all operations requested without direct supervision.
This includes, but is not limited to, the efficient and prompt answering of queries, adhering to all Williams Lea policies and procedures, courteous interaction with clients and visitors following the Williams Lea protocols for this service, completing all work within the agreed services levels and assisting with completing general administrative duties as required.
The Finance Administration Assistant is accountable for maintaining the established relationship between Williams Lea and our clients. You will be able to recognise and translate the client’s needs and to translate these into a responsive service.
Key responsibilities
- Inputting data and transferring time/information on Elite
- Dealing with incoming/outgoing/issuing cheques
- Transferring time entries from matter to matter
- Matter closures
- Digital payments
- Treasury Sanctions check
- Land Registry Bankruptcy check
- Verification of bank details
- IDs for beneficiaries (Thirdfort or certified ID and Proof of Address)
- International Payments
- International Bankruptcy checks
- Credit Notes
- Generating draft bills and the processing of finalised bills, submission thereof and subsequent following up for payment.
Personal attributes
- Knowledge within day to day tasks i.e. raising draft bills, BACS/CHAPS and verifying bank details
- Exceptional standard of written and verbal communication
- Proficient multi-tasker
- Competent with the Microsoft Office suite
- Team player
- Previous experience of Elite would be preferrable
- Excellent interpersonal skills
- Solutions focused
- Have a high level of confidentiality and integrity
- Exceptional attention to detail
Rewards and Benefits:
We believe in supporting our employees in both their professional and personal lives. As part of our commitment to your well-being, we offer a comprehensive benefits package, including but not limited to:
- 25 days holiday plus bank holidays
- Salary sacrifice schemes, retail vouchers – including our TechScheme which can be used on a range of gadgets such as Smart TV’s, laptops and computers or household appliances.
- Life Assurance
- Private Medical Insurance
- Dental Insurance
- Health Assessments
- Cycle-to-work scheme
- Gym memberships
- Referral Scheme
You will also have the opportunity to work for a global employer who is dedicated to offering each and every employee an enjoyable, challenging and rewarding career with future career development prospects!
Equality and Diversity
The Company values the differences that a diverse workforce brings to the organisation and will not discriminate because of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (which includes colour, nationality and ethnic or national origins), religion or belief, sex or sexual orientation (each of these being a “protected characteristic” in discrimination law). It will not discriminate because of any other irrelevant factor and will build a culture that values openness, fairness and transparency.
If you have a disability and would prefer to apply in a different format or would like to make a reasonable adjustment to enable you to make an interview please contact us at [email protected].
View our Privacy Notice https://www.williamslea.com/privacy-statement
Top Skills
What We Do
Williams Lea is the global provider of tech-enabled skilled business-critical support services to financial, legal and professional services firms, connecting people, processes and technology to streamline key business and administrative functions and helping companies adapt to a more virtual and digital workplace.
Built on a strong heritage, great client relationships and a talented team, Williams Lea is the trusted global outsourcing provider to clients in highly regulated environments.
Williams Lea serves clients in 20 countries across four continents and has 7,000 employees worldwide. Williams Lea is backed by Advent International, one of the largest and most experienced global private equity investors.
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