Job Title: Assistant Scotland Finance Team Leader.
Location: Dumfries.
Duties and responsibilities include:

• BACS receipt posting and allocation to specific client/insurer accounts.
• Bank reconciliation.
• Investigate Acturis platform and liaise with relevant teams to resolve receipt allocation issues.
• Monthly bordereaux and Insurer account reconciliations and initiating payment thereof. 
• Monitoring and actioning client refunds.
• Raising premium and commission queries and ensuring prompt resolution with Account Handlers/Insurers.
• Monitoring of Insurer/Introducer/Agent account records to investigate and resolve allocation anomalies.
• To assist the wider Finance Team as and when required with other duties.
• To assist auditors as and when required for completion of our annual audit.
• Undertaking ad hoc activities to support the Finance Team Leader.

Some key requirements:

• Strong analytical and problem-solving skills.
• Attention to detail and accuracy.
• Excellent communication and interpersonal skills.
• Proficiency in Excel.
• Ability to manage multiple tasks and prioritise workload.

Desirable:

• Supervisory experience.

The successful candidate will be part of a busy, successful team and will need to be highly motivated and efficient.