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Client Finance Assistant

Davies Group is a specialist professional services and technology firm working in partnership with leading insurance, highly regulated and global businesses. Our team of more than 5,500 professionals operate across the UK and Ireland, US, Bermuda and Canada.

Key Accountabilities and Performance Standards

Trust accounts

• 
  Fiduciary payments: review & input
• 
  Treasury: distribution of bank statements
• 
  Bank account management: opening of new accounts
• 
  Queries: Liaising with the bank where required
• 
  Ad-hoc requests to support the finance team

Client Management Accounts

• 
  Support the team in the production of client management accounts
• 
  Accounts payable for clients
• 
  Distribution of bank statements

Experience required:

• 
  Experience with Barclays/Natwest or other large bank
• 
  Experience with fiduciary accounts
• 
  Intermediate to advanced knowledge of Microsoft Office, in particular Word and Excel
• 
  Use of Pivot tables
• 
  Excellent Communication Skills
• 
  Ability to work well as part of a team.

What we offer:

• Company Pension and Life Assurance
• 
  Leadership, training & support for professional qualifications
  


• Development programmes & institute memberships
  


• Employee Assistance Programme
  


• Virtual GP and other wellbeing resources and regular company initiatives
  


• Access to Cycle to Work, Season Ticket Loan and eye test vouchers
• 
  Davies Foundation; regular fun events to raise funds for our charitable foundation

Diversity & Inclusion

Davies are committed to being a diverse and inclusive workplace, we welcome candidates of all genders, gender identity and expression, neurodiversity, sexual orientation, disability, physical appearance, body size, race, age, nationality and belief (or lack thereof).