Financial Operations Assistant
Core
Reconcile client and insurer funds, manage payment authorizations, and resolve payment disputes within strict internal controls.
Role type
Financial Operations Assistant (Accounts Reconciliation)
Builds
Accurate payment reports and reconciled client/insurer accounts
Domain
Insurance / Financial Services
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Reconciliation, internal controls, high-volume data handling, dispute resolution, financial reporting, client communication
Preferred skills
Accounts environment experience, team collaboration, relationship management with external suppliers
Technologies
Insurer systems, client account systems
Responsibilities
Daily and monthly financed funds reconciliation, collation of insurer statements, accurate posting of receipts and payments, production of payment reports, managing client accounts email inbox, resolving payment disputes with insurers and agents
Seniority
Junior, operational support
