Total 3 Junior Executive finance banking insurance job vacancies in Vancouver-400 Burrard St, 6th

Finance Assistant
Accountancy Service
Lytham St Annes
Monday to Friday 09:00-17:00 (37.5 Hours per week)
Permanent Role
£23,450pa+ Dependent on Experience

Key Responsibilities

• Inputting Sales Ledger, Purchase Ledger and Cash Book transactions on a timely basis to assist with the monthly production of the management accounts.
• Making payments via BACs and taking over the phone card payments, carried out by following procedures to ensure compliance and mitigate risk to the business.
• Proactively liaising with customers and suppliers to ensure ledgers are accurate and issues are addressed, communicating via telephone, email, and face to face meetings
• Resolve any complaints and service issues quickly to the satisfaction of the customer ensuring that business retained, and customer loyalty is strengthened.
• Maintain strong working relationships with other teams to foster an environment that strengthens the core and continuously improves.
• Proactively challenge working practices to enable delivery of a service that is customer focused and adds value.
• Develop self and suggest improvements to the service you deliver by gaining knowledge through continued professional development provided by the company.
• Excel based calculations and monitoring of items such as agency rebates and referral awards.
• Support with Intercompany and VAT reconciliations as part of month end processes.
• Support with bank reconciliations.
• Take ownership of one set of small company accounts to develop commercial awareness and accounting rules

What Skills are required

• GCSE standard passes including Maths and English, or equivalent.
• Book- keeping and Ledger experience an advantage.
• AAT qualification an advantage.
• Experience with accounting software is an advantage
• Strong Excel skills
• Attention to detail essential
• Good communication skills
• Excellent organisational skills and the ability to manage multiple tasks and deadlines

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

If this role is of interest, please just respond to this advert with an up to date copy of your CV or call Jake on 01772 208969

Our client, an established and privately owned manufacturing business based on the Fylde coast are currently looking to recruit an experienced Accounts / Finance Assistant. With a reputation for delivering high quality products and high levels of customer service and satisfaction this is an exciting opportunity to join an organisation with exciting growth plans.

Covering all aspects of day-to-day finance, this varied role would be well suited to a competent finance/accounts individuals who are keen to grow and develop alongside a business.

Key responsibilities and Duties will include:

• All aspects of sales and purchase ledger
• Payment runs
• Supplier statement reconciliations
• Weekly bank reconciliations
• Manage overdue debtors and outstanding queries
• Production and distribution of Sales Invoices
• Processing employee expense claims
• General accounts administration
• Generation and running of monthly payroll
• Assist with the preparation of monthly financial reports

Experience and Skills Required:

• Previous experience in a similar capacity as a Finance / Accounts Assistance or Purchase Ledger environment
• Previous experience within a fast-paced engineering or manufacturing environment
• High attention to detail with the ability to take ownership of the role
• Strong knowledge of financial regulations and accounting processes
• Excellent numerical skills and attention to detail
• Strong IT and MS Excel skills

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

What You’ll Be Doing

You will provide administrative and sales support to one or more Private Banking Advisors. As a Private Banking Assistant, you will provide exceptional service to Private Banking clients by assisting them with their transactional banking needs and responding to their queries. This could include lending, borrowing, investing or commercial lending needs.

At CIBC we enable the work environment most optimal for you to thrive in your role.  Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.

How You’ll Succeed

• Client Service – Greet customers arriving for meetings and arrange contact with appropriate individual. Effectively deal with any client issues, concerns or problems promptly or refer to others as appropriate. Service the financial needs of existing clients when the Private Banking Advisor is not available (including sale of high value products and services within established guidelines).
• Operational Excellence - Respond to incoming telephone calls and clients requests to process wires/cables and visa, tax and bill payments, and ensure requests get completed. Manage all fax requests for money orders, drafts, currency exchanges, etc. and ensure all requests are ready for customer to pick up in the branch. Complete complex investigations for clients concerning account activity.
• Sales Support – Support Private Banking Advisor in the management of their portfolios by reviewing all customer documentation with respect to compliance with regulations and bank policies. Coordinate communication to customers regarding obtaining necessary financial information for completion of credit renewals, reviews and temporary overdraft protection. Monitor diary for upcoming maturities/renewals/expiries and advise the Private Banking Advisor.
• Administrative Support – Assist the Manager, Private Banking Operations in rolling out special marketing or client events, and ensure the marketing material is current. Carry out a range of activities related to building and maintaining deposits as well as investment accounts. Process look-ups and provide information on accounts, loans and process cheque orders, and input credit details and loan notes into system.

Who You Are

• You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it's the right thing to do.
• You can demonstrate experience with loan, mortgage, and investment products sufficient to respond to general customer inquiries. Working knowledge of branch routine and operations of other departments and CIBC partners, sufficient to address client inquires adequately and/or refer to appropriate source.
• You understand that success is in the details. You notice things that others don't. Your critical thinking skills help to inform your decision making.
• Values matter to you. You bring your real self to work and you live our values – trust, teamwork and accountability.

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential.

• We work to recognize you in meaningful, personalized ways including a competitive compensation, a banking benefit*, wellbeing support and additional offers such as employee and family assistance programs and MomentMakers, our social, points-based recognition program.

• Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

*Subject to program terms and conditions

What you need to know

• CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact Mailbox.careers-carrieres@cibc.com

• You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit

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