Finance Officer

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: Finance
Reference: SW005380/AM

Apply before Apr 03 2025 | 17 Days left

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Vacancy Details

Employer: Helderberg Personnel cc

An international financial services and investment concern with offices in Somerset West is seeking to employ a Finance Officer to join their team. The role is predominantly focused on ensuring accurate data is delivered in a timely manner for the preparation/reviewing of accounts for individuals and businesses whose pensions we administer. Account preparation will vary from scheme to scheme according to jurisdiction and the statutory requirements of the location. The post holder will assist the Finance team with a wide range of tasks to ensure the function is achieving its aims.

Key Duties and Responsibilities:

Develop an understanding of the bookkeeping requirements within the business
Prepare internal/3rd party payment packs for review and approval
Manage the Finance Group e-mail inbox and file/allocate e-mails accordingly
Source client fund valuations on a monthly/quarterly basis and update them on the relevant systems
Ensure bookkeeping entries are being entered accurately by running regular exception reports and investigating any anomalies
Advise and guide administrators outside of Finance on bookkeeping requirements and best practice
Remain up to date with accounting developments
Work methodically, meeting deadlines
Support all staff in adopting and working with the Finance policies
Assist the Finance team as required
Build excellent working relationships with colleagues, clients and business partners
Complete any other duties as and when the business requires to drive success
Adopt and reflect the company values

Competencies:

An inquisitive mind and thrive on problem solving
Practical experience with Microsoft Office applications, in particular excel at intermediate level, and an ability to adapt to bespoke systems
The ability to develop a logical approach to data collection, analysis and reporting
Strong organisational skills with the ability to efficiently multi task
A proven high standard of accuracy and attention to detail
The ability, both verbally and in writing, to display a confident and professional manner
A firm understanding of the need to meet and achieve deadlines
An aptitude for applying attention to detail in all aspects of the role
A willing and flexible attitude to working hours to support team and business needs, as required.

Key Business Partners:

Directors
Heads of Finance
Clients, intermediaries and IFAs
Business Partners

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About Helderberg Personnel cc

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates.

Our Value proposition:
The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients’ needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.