portfolio administrator

portfolio administrator Lincoln, England

PIB Group
Full Time Lincoln, England 10.56 - 12.04 GBP Today
Job description

Job Advert

The Role: Finance Administrator and Credit Control


As a Finance Administrator and Credit Control professional at Barbon, you will be responsible for providing essential administrative support to the finance aspects of specified brands and functions. Your key duties will include invoicing, reconciliation, credit control, and allocations. You will report directly to the Credit Control and Finance Administration Manager and play a crucial role in ensuring the smooth financial operations of the company.


This is a permanent opportunity based in Lincoln, offering a standard 37.5-hour workweek.


Responsibilities:


  • Process and apply cheques/BACS received to correct accounts on a daily basis
  • Manage and take ownership of the Credit Control function for specified brands
  • Verify refunds for accuracy, ensuring correct authorization before processing for specified brands and products
  • Process outgoing client cheques for claims, refunds, commissions, and ad-hoc payments
  • Handle ADDACS/ARRUD/AUDDIS advice for the specified brands and products
  • Control the credit note process in accordance with guidelines
  • Process agent price deals as per company guidelines
  • Respond to finance telephone inquiries, address queries, and handle payment applications
  • Manage specified finance email inbox, adhering to an SLA of 48 hours from receipt
  • Regularly update the finance system with information as required on a daily/weekly basis
  • Download and code daily bank statements for specified brands
  • Perform reconciliation of accounts
  • Undertake ad hoc duties, including additional credit control, manual invoicing, manual receipts, and purchase ledger tasks


Experience:


  • Essential: Maths and English GCSE or equivalent
  • Experience using MS Office, including Excel
  • Desirable: Previous experience in accounts, finance administration, and credit control


Skills & Attributes:


  • Effective and positive communication skills, both written and verbal
  • Strong attention to detail and accuracy in tasks
  • Good organisational skills to manage multiple responsibilities efficiently
  • Excellent personal time management and ability to prioritize workloads effectively
  • Able to work independently without close supervision and recognize the need for support when required
  • Confident and focused, with an adaptable and flexible approach to work
  • Forward and lateral thinking abilities
  • Strong team player, promoting collaborative work dynamics


Incentives for You:

  • Competitive salary offering
  • Attractive benefits package
  • Opportunities for career development and growth within PIB Group
  • Access to a comprehensive learning and development framework, including professional study options and apprenticeships.
  • Recognition for your contributions through industry awards and accolades
  • Join a company that prioritizes employee well-being and offers first-class employee benefits and welfare package
  • Enjoy a flexible working policy that caters to your needs and promotes work-life balance.
  • Contribute to PIB's commitment to reducing environmental impact and promoting responsible practices.
  • Be part of an inclusive and diverse workforce, as we are an equal opportunity employer
  • Access to a range of discounts and perks through our benefits portal
  • Make a difference by participating in fundraising initiatives through PIB Community Trust

portfolio administrator
PIB Group

www.pib-insurance.com
London, United Kingdom
Brendan McManus
Unknown / Non-Applicable
201 to 500 Employees
Company - Private
Insurance Agencies & Brokerages
Insurance
2014
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