woman using a computer

Finance Operations Assistant


Detailed and specialist process/product knowledge

Apply knowledge in supporting colleagues and customers with escalated queries

To meet our customers' needs and expectations by ensuring that all of the department systems are accurately maintained and departmental procedures are followed

Provide expert recommendations, advice and guidance to internal and external contacts within the network in relation to the core broker system

Adherence to all departmental and Company controls and procedures including the accurate and timely production of all relevant computer outputs, cheques, reports and letters

Resolving Insurer Bordereau / Reconciliation Queries , processing corrections where applicable

Undertaking refund requests and processing the refund

Producing both Ex Gratia and Refunds Cheques where applicable for refunds

Assisting with completing balance sheet reconciliations in a timely manner, ensuring that there is adequate backup for balances and that all open items are cleared within agreed timescales

Reviewing balance sheet reconciliations in accordance with departmental guidance to ensure accuracy and control around balance sheet items.


The ability to probe and assimilate information to check accuracy and relevance when building a full picture in respect of tasks and issues

Excellent communication and feedback skills with external contacts and all levels of staff

Understands the need for, and is able to develop, a good working relationship across the business, working well with people at all levels

Report/highlight any breaches/issues/concerns to your line manager

Responsibility for the accuracy and update of all systems, processes and procedures allocated are properly maintained thereby facilitating operational efficiency and financial control

Conduct Quality Monitoring where required in line with agreed approach and standards, reporting timely and accurate results to Line Manager

To ensure that all agreed service standards and deadlines for activities included but not limited to Financial Processing & Posting, Customer Accounts (Legacy & Strata), Insurer requests, Credit & Recoveries Activities, DD Management and Customer & Client Money are adhered to

Computer literate and have a good knowledge of Microsoft Office packages including Excel, Access, Outlook and Word

Good problem solving and analytical skills

Assisting in investigations, identifying trends, analysis and problem solving sharing where necessary the results

Identify and highlight business issues and continuous improvement opportunities and provide recommendations


Flexibility to operate in a changing environment

Maintaining a positive approach to all changes in activities / workloads and supporting other team members with workloads

Assist with projects/small change initiatives including but not limited to the co-ordination of schemes testing, release and withdrawal, marketing material, training material, UAT testing, communications and attendance at required meetings with Internal and External stakeholders

Willingness to share knowledge and skills with members of the team through coaching and mentoring

Looking at own continuous improvement and development by participating in new activities and training

Ensure all work is fully and accurately completed on a “right first time” basis

Ability to work under pressure and meet deadlines

A self-starter, motivated and capable of working with minimum supervision

Adopts a structured approach and focuses on key issues when dealing with problems

Sees tasks through to completion and consistently achieves objectives and deadlines

Team player as well as the ability to work autonomously

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