Our Customer Success team is committed to helping customers maximize the value of Asana as both a technology platform and a holistic approach to collaboration. From high touch to scalable success, our goal is to deepen the usage of the whole work graph, resulting in delivering unmatched value with scalability and consistency. We strive to help all of our customers, across countries, industries, and functions, get off on the right foot and continue to get the most value out of Asana over time. We are looking for a Strategic Customer Success Manager (CSM) to help support and grow our largest and most strategic customers. As a Strategic CSM, you'll guide a portfolio of customers to deploy Asana successfully, adopt it widely across their organisation, and ensure they continuously gain business value from Asana. By engaging your customers using a consultative approach, you'll position yourself a strategic partner and serve as the trusted point of contact across their lifecycle: onboarding, value creation and renewal. Equipped with the knowledge of what it takes for customers to succeed with Asana, you will serve as the voice of your customers cross-functionally, providing feedback to the Product team and broader business. To the entire Asana team, you'll exemplify an empathetic, customer centric perspective. This role is based in our London office with an office centric hybrid schedule. The standard in office days are Monday, Tuesday and Thursday. Most Asanas have the option to work from home on Wednesdays and Fridays. If you're interviewing for this role, your Talent Acquisition Partner will share more about the in office requirements. What you'll achieve: Develop, nurture and own relationships at every level of the organisation with a focus on senior level and decision making stakeholders (i.e. C Level) serving as a trusted advisor on the collaborative work management space Partner with customers to identify their strategic goals and co create Success Plans with clear success metrics and engagement strategies Execute on all phases of the customer journey; ensuring value through deployment strategies, change management, workflow design, business reviews and roadmap consultations Collaborate with Sales to develop strategic account plans, nurture executive relationships, manage renewals and explore expansion opportunities Develop and maintain an internal Champion Network or Centre of Excellence within the customer's organisation to help foster customer advocacy and facilitate customer testimonials or case studies Analyse customer usage to identify trends and drive targeted campaigns for enhanced engagement and product adoption to proactively identify risks and lead internal teams to create and execute corrective plans Identify and forecast risk while proactively identifying and mitigating risks to drive customer satisfaction and long term success Serve as the voice of your customers by surfacing key trends and insights to R&D and business teams based on your knowledge of customer's needs Travel and meet customers on site up to 25% of the time About you: 5+ years of demonstrated success in a SaaS based Customer Success or Account Management role Proven track record managing large, complex enterprise accounts, driving both product led and sales led growth initiatives, and overseeing enterprise wide technology implementations across diverse stakeholder groups - from C Suite executives to functional leaders and administrators Ability to run C Suite level business reviews and craft compelling value narratives, align initiatives to OKRs/KPIs, influence decisions without direct authority and deliver exceptional storytelling around impact and ROI Experience managing a book of high value customer relationships. You're able to drive customer success and align within complex organizational structures, building trust with a broad range of stakeholders, from C Suite Executives, Department Leads, to day to day Asana users Customer centric at your core. You're devoted to ensuring our customers' success and adoption of Asana and advocate for regional customers' needs Strong cross functional collaborator with experience partnering with Account Executives or Partners to provide a high quality, thoughtful customer experience Self motivated, proactive team player. You have a bias for action and work effectively in a highly ambiguous, ever changing environment. You're able to zoom into granular details and also zoom out to understand the larger strategy and philosophy of how and why decisions are made Driven, process oriented person. You're able to effectively balance competing priorities and make decisions that best support the customer, the team, and Asana. Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision making At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between £104,000 - £118,400. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package will include additional components such as equity, sales incentive pay and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long term savings or retirement plans In office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. About us Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong. Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Mar 15, 2026
Full time
Our Customer Success team is committed to helping customers maximize the value of Asana as both a technology platform and a holistic approach to collaboration. From high touch to scalable success, our goal is to deepen the usage of the whole work graph, resulting in delivering unmatched value with scalability and consistency. We strive to help all of our customers, across countries, industries, and functions, get off on the right foot and continue to get the most value out of Asana over time. We are looking for a Strategic Customer Success Manager (CSM) to help support and grow our largest and most strategic customers. As a Strategic CSM, you'll guide a portfolio of customers to deploy Asana successfully, adopt it widely across their organisation, and ensure they continuously gain business value from Asana. By engaging your customers using a consultative approach, you'll position yourself a strategic partner and serve as the trusted point of contact across their lifecycle: onboarding, value creation and renewal. Equipped with the knowledge of what it takes for customers to succeed with Asana, you will serve as the voice of your customers cross-functionally, providing feedback to the Product team and broader business. To the entire Asana team, you'll exemplify an empathetic, customer centric perspective. This role is based in our London office with an office centric hybrid schedule. The standard in office days are Monday, Tuesday and Thursday. Most Asanas have the option to work from home on Wednesdays and Fridays. If you're interviewing for this role, your Talent Acquisition Partner will share more about the in office requirements. What you'll achieve: Develop, nurture and own relationships at every level of the organisation with a focus on senior level and decision making stakeholders (i.e. C Level) serving as a trusted advisor on the collaborative work management space Partner with customers to identify their strategic goals and co create Success Plans with clear success metrics and engagement strategies Execute on all phases of the customer journey; ensuring value through deployment strategies, change management, workflow design, business reviews and roadmap consultations Collaborate with Sales to develop strategic account plans, nurture executive relationships, manage renewals and explore expansion opportunities Develop and maintain an internal Champion Network or Centre of Excellence within the customer's organisation to help foster customer advocacy and facilitate customer testimonials or case studies Analyse customer usage to identify trends and drive targeted campaigns for enhanced engagement and product adoption to proactively identify risks and lead internal teams to create and execute corrective plans Identify and forecast risk while proactively identifying and mitigating risks to drive customer satisfaction and long term success Serve as the voice of your customers by surfacing key trends and insights to R&D and business teams based on your knowledge of customer's needs Travel and meet customers on site up to 25% of the time About you: 5+ years of demonstrated success in a SaaS based Customer Success or Account Management role Proven track record managing large, complex enterprise accounts, driving both product led and sales led growth initiatives, and overseeing enterprise wide technology implementations across diverse stakeholder groups - from C Suite executives to functional leaders and administrators Ability to run C Suite level business reviews and craft compelling value narratives, align initiatives to OKRs/KPIs, influence decisions without direct authority and deliver exceptional storytelling around impact and ROI Experience managing a book of high value customer relationships. You're able to drive customer success and align within complex organizational structures, building trust with a broad range of stakeholders, from C Suite Executives, Department Leads, to day to day Asana users Customer centric at your core. You're devoted to ensuring our customers' success and adoption of Asana and advocate for regional customers' needs Strong cross functional collaborator with experience partnering with Account Executives or Partners to provide a high quality, thoughtful customer experience Self motivated, proactive team player. You have a bias for action and work effectively in a highly ambiguous, ever changing environment. You're able to zoom into granular details and also zoom out to understand the larger strategy and philosophy of how and why decisions are made Driven, process oriented person. You're able to effectively balance competing priorities and make decisions that best support the customer, the team, and Asana. Demonstrates curiosity about AI tools and emerging technologies, with a willingness to learn and leverage them to enhance productivity, collaboration, or decision making At Asana, we're committed to building teams that include a variety of backgrounds, perspectives, and skills, as this is critical to helping us achieve our mission. If you're interested in this role and don't meet every listed requirement, we still encourage you to apply. What we'll offer Our comprehensive compensation package plays a big part in how we recognize you for the impact you have on our path to achieving our mission. We believe that compensation should be reflective of the value you create relative to the market value of your role. To ensure pay is fair and not impacted by biases, we're committed to looking at market value which is why we check ourselves and conduct a yearly pay equity audit. For this role, the estimated base salary range is between £104,000 - £118,400. The actual base salary will vary based on various factors, including market and individual qualifications objectively assessed during the interview process. The listed range above is a guideline, and the base salary range for this role may be modified. In addition to base salary, your compensation package will include additional components such as equity, sales incentive pay and benefits. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. We strive to provide equitable and competitive benefits packages that support our employees worldwide and include: Mental health, wellness & fitness benefits Career coaching & support Inclusive family building benefits Long term savings or retirement plans In office culinary options to cater to your dietary preferences These are just some of the benefits we offer, and benefits may vary based on role, country, and local regulations. If you're interviewing for this role, speak with your Talent Acquisition Partner to learn more about the total compensation and benefits for this role. About us Asana is a leading platform for human + AI collaboration. Millions of teams around the world rely on Asana to achieve their most important goals, faster. Asana has been named to Fortune's Best Workplaces for 7+ years and recognized by Fast Company, Forbes, and Gartner for excellence in workplace culture and innovation. We offer an exceptional office centric culture while adopting the best elements of hybrid models to ensure that every one of our global team members can work together effortlessly. With 13+ offices all over the world, we are always looking for individuals who care about building technology that drives positive change in the world and a culture where everyone feels that they belong. Join Asana's Talent Network to stay up to date on job opportunities and life at Asana.
Career Choices Dewis Gyrfa Ltd
Oldbury, West Midlands
Administrator Bridgnorth Permanent Monday to Friday, 9am - 5pm Office based £25,000 - £28,000 DOE 20 days holiday bank holidays We're delighted to be partnering with a well-established and growing organisation that has a strong presence across both UK and Ireland markets. As they continue to expand, they're seeking a highly organised and proactive Administrator to join their team and take ownership of travel, accommodation, and equipment logistics for UK and Ireland projects. This is a fantastic opportunity for someone who thrives on detail, enjoys juggling multiple tasks, and wants to play a key role in ensuring smooth project delivery. Your work will directly support the success of high-profile assignments across the UK and Ireland. Key Responsibilities Answer the phone and record details relating to enquiries Arrange hotel and accommodation bookings for domestic and international projects Support in the preparation of quotations Coordinate travel plans for staff and contractors, ensuring clear communication of itineraries Book and manage international shipping for project equipment Source and compare quotations to secure best value Negotiate pricing and ensure bookings stay within budget guidelines Track and record all invoices and costs for accounting and future reference Liaise with internal teams to confirm and chase essential information Build rapport with external clients through professional and personable communication Support the wider team with general administrative tasks relating to office administration and marketing Maintain accurate records of bookings, travel documents, shipping paperwork, and itineraries Assist in scheduling project timelines, staff availability, and key deadlines Develop and maintain relationships with travel agents, accommodation providers, and shipping partners Respond quickly to last-minute changes or booking issues with effective solutions Identify opportunities to improve booking processes and increase efficiency Compile regular reports on booking activity, costs, and supplier performance Manage holiday requests and updating the tracker Manage training and updating training matrix Order and issue any personal protective equipment (PPE) to site teams What We're Looking For Energetic and enjoys working as part of a small friendly office team Proven experience in a coordinator or administrative role with strong attention to detail Excellent time management and ability to handle competing priorities Confident communicator who builds relationships easily via phone and email Strong IT skills, particularly in Microsoft Office (Excel and Outlook); experience with booking or CRM systems is a plus Financial awareness and ability to work within budgets Ideally, experience booking travel and accommodation A collaborative team player who's happy to support colleagues when needed Degree educated is desirable but not essential A self-starter who takes ownership and follows through on tasks independently The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours. If you do not hear from us within this time your details won't be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you're seeking a new permanent position, temporary assignment or contract you'll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: DE26871 Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Mar 15, 2026
Full time
Administrator Bridgnorth Permanent Monday to Friday, 9am - 5pm Office based £25,000 - £28,000 DOE 20 days holiday bank holidays We're delighted to be partnering with a well-established and growing organisation that has a strong presence across both UK and Ireland markets. As they continue to expand, they're seeking a highly organised and proactive Administrator to join their team and take ownership of travel, accommodation, and equipment logistics for UK and Ireland projects. This is a fantastic opportunity for someone who thrives on detail, enjoys juggling multiple tasks, and wants to play a key role in ensuring smooth project delivery. Your work will directly support the success of high-profile assignments across the UK and Ireland. Key Responsibilities Answer the phone and record details relating to enquiries Arrange hotel and accommodation bookings for domestic and international projects Support in the preparation of quotations Coordinate travel plans for staff and contractors, ensuring clear communication of itineraries Book and manage international shipping for project equipment Source and compare quotations to secure best value Negotiate pricing and ensure bookings stay within budget guidelines Track and record all invoices and costs for accounting and future reference Liaise with internal teams to confirm and chase essential information Build rapport with external clients through professional and personable communication Support the wider team with general administrative tasks relating to office administration and marketing Maintain accurate records of bookings, travel documents, shipping paperwork, and itineraries Assist in scheduling project timelines, staff availability, and key deadlines Develop and maintain relationships with travel agents, accommodation providers, and shipping partners Respond quickly to last-minute changes or booking issues with effective solutions Identify opportunities to improve booking processes and increase efficiency Compile regular reports on booking activity, costs, and supplier performance Manage holiday requests and updating the tracker Manage training and updating training matrix Order and issue any personal protective equipment (PPE) to site teams What We're Looking For Energetic and enjoys working as part of a small friendly office team Proven experience in a coordinator or administrative role with strong attention to detail Excellent time management and ability to handle competing priorities Confident communicator who builds relationships easily via phone and email Strong IT skills, particularly in Microsoft Office (Excel and Outlook); experience with booking or CRM systems is a plus Financial awareness and ability to work within budgets Ideally, experience booking travel and accommodation A collaborative team player who's happy to support colleagues when needed Degree educated is desirable but not essential A self-starter who takes ownership and follows through on tasks independently The application process: Our mission is to support our clients in their creation of an equal, diverse and inclusive workforce. We are committed to providing a barrier-free recruitment process, so if you require any reasonable accessibility adjustments within the application process, then please make it known at the earliest opportunity. We will carefully consider your details and advise you if we're able to progress with your application within 72 working hours. If you do not hear from us within this time your details won't be retained. So, if you're not successful on this occasion, do continue to respond to future roles we advertise. In the meantime, all good wishes and continued success with your search for employment. About Us Prince Personnel are an employment agency working on behalf of our client. Whether you're seeking a new permanent position, temporary assignment or contract you'll find us easy to deal with. Located in thriving Telford, we focus on jobs in Shropshire, Staffordshire and North Wales. Prince Personnel specialise in commercial, accounts and finance and technical recruitment. With the best jobs around we are an independent agency working hard for you. Reference: DE26871 Jobs are provided by the Find a Job Service from the Department for Work and Pensions (DWP).
Interim Treasury & Exchequer Services Manager Spencer Clarke Group are working closely with a Local Authority Sout West of London to appoint an Interim Treasury & Exchequer Services Manager to oversee the Council's treasury operations and key financial services functions. This is a senior interim role responsible for managing treasury activities alongside core exchequer services including Accounts Payable, Accounts Receivable, Payroll and Insurance. What's on Offer Rate: £394.50 - £500 per dayContract length: 3-6 months initiallyFull-timeHybrid workingStart: ASAP / subject to notice The Role The successful candidate will lead the Council's treasury management activities while overseeing the delivery of key operational finance services. Key responsibilities: Managing the Council's treasury operations including investments, borrowing and cashflow forecasting. Maintaining strong treasury management policies in line with CIPFA Treasury Management Code requirements. Monitoring liquidity and managing the Council's investment portfolio. Providing treasury advice to senior management and supporting reporting to committees. Acting as System Administrator for the Council's Treasury Management System. Supporting the production of the Statement of Accounts , including working papers and disclosures. Overseeing Accounts Payable, Accounts Receivable, Payroll and Insurance functions. Managing and developing the Exchequer Services team. Ensuring robust financial controls and compliance with statutory and professional standards. About You You will ideally have: CCAB or AAT professional qualification (CIPFA, ACCA, CIMA or equivalent). Strong experience in Local Authority treasury management . Knowledge of CIPFA Treasury Management and Prudential Codes . Experience supporting Statement of Accounts and external audit processes . Experience managing transactional finance teams such as AP, AR or Payroll. How to Apply If you are interested, please submit your CV along with your required day rate. If successful, a consultant will be in touch to discuss further details. Due to the high volume of applications, only shortlisted candidates will be contacted. INDSCGBR We also offer a market-leading referral scheme of up to £300 . If you know someone suitable, please ask them to email their CV to , including your details. T&Cs apply.
Mar 15, 2026
Seasonal
Interim Treasury & Exchequer Services Manager Spencer Clarke Group are working closely with a Local Authority Sout West of London to appoint an Interim Treasury & Exchequer Services Manager to oversee the Council's treasury operations and key financial services functions. This is a senior interim role responsible for managing treasury activities alongside core exchequer services including Accounts Payable, Accounts Receivable, Payroll and Insurance. What's on Offer Rate: £394.50 - £500 per dayContract length: 3-6 months initiallyFull-timeHybrid workingStart: ASAP / subject to notice The Role The successful candidate will lead the Council's treasury management activities while overseeing the delivery of key operational finance services. Key responsibilities: Managing the Council's treasury operations including investments, borrowing and cashflow forecasting. Maintaining strong treasury management policies in line with CIPFA Treasury Management Code requirements. Monitoring liquidity and managing the Council's investment portfolio. Providing treasury advice to senior management and supporting reporting to committees. Acting as System Administrator for the Council's Treasury Management System. Supporting the production of the Statement of Accounts , including working papers and disclosures. Overseeing Accounts Payable, Accounts Receivable, Payroll and Insurance functions. Managing and developing the Exchequer Services team. Ensuring robust financial controls and compliance with statutory and professional standards. About You You will ideally have: CCAB or AAT professional qualification (CIPFA, ACCA, CIMA or equivalent). Strong experience in Local Authority treasury management . Knowledge of CIPFA Treasury Management and Prudential Codes . Experience supporting Statement of Accounts and external audit processes . Experience managing transactional finance teams such as AP, AR or Payroll. How to Apply If you are interested, please submit your CV along with your required day rate. If successful, a consultant will be in touch to discuss further details. Due to the high volume of applications, only shortlisted candidates will be contacted. INDSCGBR We also offer a market-leading referral scheme of up to £300 . If you know someone suitable, please ask them to email their CV to , including your details. T&Cs apply.
Career Choices Dewis Gyrfa Ltd
Birmingham, Staffordshire
Admin Executive Location: Birmingham (City Centre) Working Pattern: Full time, Monday-Friday, 09:00-17:30 Hybrid: Up to 2 days per week from home (subject to business needs) A leading organisation in Birmingham is seeking a highly organised and proactive Admin Executive to support its senior leadership and ensure the smooth running of core operations. This is a confidential search for an experienced administrator who excels in minute taking, coordination, and managing a broad range of office and executive support tasks. It is an excellent opportunity for someone who thrives in a professional environment, enjoys responsibility, and takes pride in delivering high quality administrative work. Key Responsibilities Meeting Administration & Minute Taking Attend and record accurate, clear and professional minutes for Board and senior-level meetings (minimum 48 per year). Produce and circulate timely draft minutes following meetings. Compile and prepare reports for Board and leadership discussions. Maintain a well organised archive of agendas, minutes, reports and related documentation. Office Management Monitor and maintain suitable stock levels for office supplies. Coordinate equipment servicing and repairs with external providers. Prepare meeting rooms before and after use. Maintain a register of office assets and equipment. Arrange refreshments for visitors and meeting attendees. Administrative & Executive Support Provide high level administrative assistance to senior managers. Handle correspondence including email, post and telephone enquiries. Manage incoming messages from shared inboxes. Prepare presentations, reports and meeting documentation as required. Ensure accurate and efficient document storage and filing. Documentation & Record Management Maintain company records, databases and filing systems (digital and physical). Ensure operational documents are securely stored. Maintain employee files and support HR related administration in line with data protection policies. Customer Service & Front of House Duties Act as first point of contact for visitors during office hours. Respond to general enquiries received through company email accounts. Handle administrative queries in a professional and efficient manner. General Organisational Support Assist with events, including occasional out-of-hours work. Support efficient use of resources and contribute to a well managed, accessible organisation. Promote good health and safety practices. Support equality of opportunity across service delivery. Skills & Experience Required Proven experience taking minutes at Board or senior leadership level (essential). Exceptional written communication and document production skills. High accuracy and attention to detail. Strong organisational and time management capabilities. Ability to manage multiple priorities independently. Discretion and professionalism when handling confidential information. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Mar 15, 2026
Full time
Admin Executive Location: Birmingham (City Centre) Working Pattern: Full time, Monday-Friday, 09:00-17:30 Hybrid: Up to 2 days per week from home (subject to business needs) A leading organisation in Birmingham is seeking a highly organised and proactive Admin Executive to support its senior leadership and ensure the smooth running of core operations. This is a confidential search for an experienced administrator who excels in minute taking, coordination, and managing a broad range of office and executive support tasks. It is an excellent opportunity for someone who thrives in a professional environment, enjoys responsibility, and takes pride in delivering high quality administrative work. Key Responsibilities Meeting Administration & Minute Taking Attend and record accurate, clear and professional minutes for Board and senior-level meetings (minimum 48 per year). Produce and circulate timely draft minutes following meetings. Compile and prepare reports for Board and leadership discussions. Maintain a well organised archive of agendas, minutes, reports and related documentation. Office Management Monitor and maintain suitable stock levels for office supplies. Coordinate equipment servicing and repairs with external providers. Prepare meeting rooms before and after use. Maintain a register of office assets and equipment. Arrange refreshments for visitors and meeting attendees. Administrative & Executive Support Provide high level administrative assistance to senior managers. Handle correspondence including email, post and telephone enquiries. Manage incoming messages from shared inboxes. Prepare presentations, reports and meeting documentation as required. Ensure accurate and efficient document storage and filing. Documentation & Record Management Maintain company records, databases and filing systems (digital and physical). Ensure operational documents are securely stored. Maintain employee files and support HR related administration in line with data protection policies. Customer Service & Front of House Duties Act as first point of contact for visitors during office hours. Respond to general enquiries received through company email accounts. Handle administrative queries in a professional and efficient manner. General Organisational Support Assist with events, including occasional out-of-hours work. Support efficient use of resources and contribute to a well managed, accessible organisation. Promote good health and safety practices. Support equality of opportunity across service delivery. Skills & Experience Required Proven experience taking minutes at Board or senior leadership level (essential). Exceptional written communication and document production skills. High accuracy and attention to detail. Strong organisational and time management capabilities. Ability to manage multiple priorities independently. Discretion and professionalism when handling confidential information. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Sales Administrator Full Time, Permanent £35,000 - £40,000 per annum (DOE) ReeVR are looking for a proactive and highly organised Sales Administrator to join our clients fast paced manufacturing business. The Sales Administrator is a key role within a small team, where you will be responsible for managing customer accounts, supporting the Sales function and ensuring the smooth processing of orders. Why you should join the team as the Sales Administrator: Be part of a supportive, close-knit team in a well-established manufacturing business. Varied and engaging role with opportunities to collaborate across departments. A chance to make a meaningful impact on customer experience and operational efficiency. The Sales Administrator will be self-motivated, customer-focused and experienced in a manufacturing environment, with strong attention to detail and excellent communication skills. Manage sales order processing from start to finish, ensuring accurate entry and updates within the MRP system. Support the Sales team with the creation, administration and follow-up of quotations, pricing and customer proposals. Raise and manage purchase orders, maintaining proactive communication with suppliers to confirm delivery dates and address potential delays. Maintain high standards of data accuracy throughout all order entry and administrative processes Provide exceptional customer service, responding promptly and professionally to customer enquiries, order updates and return-related queries. Act as a key liaison between Operations, Materials and Sales, helping to schedule and prioritise customer orders to meet tight deadlines. Ensure all documentation is accurately maintained and easily accessible across MRP and RMA systems. Provide holiday cover for the Logistics Manager, organising shipments and deliveries and ensuring continuity of operations. What They Are Looking For: Previous experience in sales administration or customer account coordination within a manufacturing environment. Experience with RMA processing and customer support roles. Proficiency with MRP systems and confidence working with order processing. Experience in a similar industry is advantageous. Excellent organisational abilities and a strong attention to detail. Effective communicator with the ability to collaborate across multiple internal departments. Self-motivated, proactive and able to manage workload and competing priorities with confidence. Apply today, or to find out more please contact Abby Maslin at ReeVR Talent.
Mar 15, 2026
Full time
Sales Administrator Full Time, Permanent £35,000 - £40,000 per annum (DOE) ReeVR are looking for a proactive and highly organised Sales Administrator to join our clients fast paced manufacturing business. The Sales Administrator is a key role within a small team, where you will be responsible for managing customer accounts, supporting the Sales function and ensuring the smooth processing of orders. Why you should join the team as the Sales Administrator: Be part of a supportive, close-knit team in a well-established manufacturing business. Varied and engaging role with opportunities to collaborate across departments. A chance to make a meaningful impact on customer experience and operational efficiency. The Sales Administrator will be self-motivated, customer-focused and experienced in a manufacturing environment, with strong attention to detail and excellent communication skills. Manage sales order processing from start to finish, ensuring accurate entry and updates within the MRP system. Support the Sales team with the creation, administration and follow-up of quotations, pricing and customer proposals. Raise and manage purchase orders, maintaining proactive communication with suppliers to confirm delivery dates and address potential delays. Maintain high standards of data accuracy throughout all order entry and administrative processes Provide exceptional customer service, responding promptly and professionally to customer enquiries, order updates and return-related queries. Act as a key liaison between Operations, Materials and Sales, helping to schedule and prioritise customer orders to meet tight deadlines. Ensure all documentation is accurately maintained and easily accessible across MRP and RMA systems. Provide holiday cover for the Logistics Manager, organising shipments and deliveries and ensuring continuity of operations. What They Are Looking For: Previous experience in sales administration or customer account coordination within a manufacturing environment. Experience with RMA processing and customer support roles. Proficiency with MRP systems and confidence working with order processing. Experience in a similar industry is advantageous. Excellent organisational abilities and a strong attention to detail. Effective communicator with the ability to collaborate across multiple internal departments. Self-motivated, proactive and able to manage workload and competing priorities with confidence. Apply today, or to find out more please contact Abby Maslin at ReeVR Talent.
New Business Administrator Location: Farnborough (Hybrid Options Available) Salary: £27,000 - £35,000 + Benefits Our client, a well-established and client-focused Financial Services firm, is seeking a New Business Administrator to join their centralised administration and client servicing team based in Farnborough. This is an excellent opportunity to join a collaborative Business Support team, providing end-to-end administrative support across a range of financial products. Working as part of our Business Support Centre, you will support consultants and clients through the end-to-end new business process, ensuring cases are handled efficiently, accurately and in line with service level agreements. Your responsibilities will include: Processing new business across investments (ISAs, Bonds, Investment Accounts), pensions and protection (individual and corporate) Managing cases from submission through to "In Force" status Proactively managing and chasing pipeline cases to completion in line with SLAs Raising new business invoices Booking annual review meetings Handling new business queries from Advisers, clients and product providers Maintaining accurate and compliant client records across internal systems Ensuring all documentation is correctly stored within document management systems Supporting colleagues to meet team and business objectives Skills & Experience Financial Services experience (IFA or provider background preferred) New business processing experience across a variety of products (e.g. ISA, GIA, pensions, bonds, protection not necessarily all) Strong administration and customer service skills Proficiency in Microsoft Word and Excel (training provided on internal systems) 5 GCSEs (grades AC / 94) including Maths and English Desirable: Experience within a life, investment or pension environment Experience handling DB transfers Understanding of regulated environments and compliance processes Benefits: Private Medical Insurance (self cover) Income Protection (75% salary for up to 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Pension (6% employer / 3% employee)
Mar 15, 2026
Full time
New Business Administrator Location: Farnborough (Hybrid Options Available) Salary: £27,000 - £35,000 + Benefits Our client, a well-established and client-focused Financial Services firm, is seeking a New Business Administrator to join their centralised administration and client servicing team based in Farnborough. This is an excellent opportunity to join a collaborative Business Support team, providing end-to-end administrative support across a range of financial products. Working as part of our Business Support Centre, you will support consultants and clients through the end-to-end new business process, ensuring cases are handled efficiently, accurately and in line with service level agreements. Your responsibilities will include: Processing new business across investments (ISAs, Bonds, Investment Accounts), pensions and protection (individual and corporate) Managing cases from submission through to "In Force" status Proactively managing and chasing pipeline cases to completion in line with SLAs Raising new business invoices Booking annual review meetings Handling new business queries from Advisers, clients and product providers Maintaining accurate and compliant client records across internal systems Ensuring all documentation is correctly stored within document management systems Supporting colleagues to meet team and business objectives Skills & Experience Financial Services experience (IFA or provider background preferred) New business processing experience across a variety of products (e.g. ISA, GIA, pensions, bonds, protection not necessarily all) Strong administration and customer service skills Proficiency in Microsoft Word and Excel (training provided on internal systems) 5 GCSEs (grades AC / 94) including Maths and English Desirable: Experience within a life, investment or pension environment Experience handling DB transfers Understanding of regulated environments and compliance processes Benefits: Private Medical Insurance (self cover) Income Protection (75% salary for up to 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Pension (6% employer / 3% employee)
Run by ex-tilers, Pro Tiler Tools (PTT) serves professional tradespeople in the tiling industry, whilst also catering for pavers, landscapers, bathroom fitters, plumbers, builders and DIY enthusiasts. Industry-renowned for stocking an extensive range of tiling essentials at fantastic trade prices, PTT specialises in providing unbiased advice, ensuring customers purchase the right tiling tools and click apply for full job details
Mar 15, 2026
Full time
Run by ex-tilers, Pro Tiler Tools (PTT) serves professional tradespeople in the tiling industry, whilst also catering for pavers, landscapers, bathroom fitters, plumbers, builders and DIY enthusiasts. Industry-renowned for stocking an extensive range of tiling essentials at fantastic trade prices, PTT specialises in providing unbiased advice, ensuring customers purchase the right tiling tools and click apply for full job details
Administrator and Customer Service experience? Live near Skelmersdale? We want to meet you! Administrator Skelmersdale Salary: £24,960 Great hours Monday to Friday, no evenings or weekends (full time, permanent position) Are you looking for position where you will be truly valued? Have you previously shown loyalty and longevity in roles as an Administrator and in Customer Service? Do you live in or near Skelmersdale? If you've answered 'Yes' to the above, we have brilliant news for you! A career awaits you here at Direct365! Your role here at the UKs leading hygiene services company will be vital. You'll be joining a friendly, supportive and engaging team, doing a role that you enjoy! You'll speak with internal and external customers, via calls and emails, to ensure the smooth, efficient running of the department. Attention to detail, excellent written and verbal communication skills, accuracy and organisation are key for this position. It's a diverse role, working with administrative tasks and also be helping customers on the phone with contracts, products, chasing up orders and liaising with suppliers. We're keen to help you develop in your career here too. It's a busy, challenging role in a vibrant and fun place to work. More than that, there's a real family feeling to our workplace, one of the many reasons we think you will love it here. The hours are great too - Monday to Friday (no evenings or weekends) on guaranteed full time hours. As our Administrator at Direct365: You'll be providing excellent customer service through administrative tasks and calls, liaising with other departments to analyse and solve any customer queries. Processing orders accurately, dealing with all aspects of changes to customer accounts, and building upon customer relations. Tasks will include producing invoices, contracts, service agreements for customers, raising credits, additional invoicing and addressing feedback from sub-contractors. Ordering supplies, daily parcel collections and managing incoming calls, emails and correspondence. This is an office based position due to the nature of the role. Maintaining an excellent knowledge of our products and services to ensure we understand our customers' needs. The ideal candidate will have: Experience in an administrative role, who has shown loyalty or longevity in a similar position. A successful track record of delivering objectives and results, achieving business KPIs. Experience producing invoices and processing orders in a previous administration role. A passion for delivering excellent customer service, and happy to take calls as part of a team. Excellent communication skills. You'll need to be a team player with a professional manner. Most important is a can do attitude, someone who really takes pride in their work. Being able to drive / having your own transport to commute to our office is beneficial. In return for your commitment and expertise, you will benefit from: A good salary of £24,960 in a full time permanent position No weekend or evening working - great hours Monday to Friday (37.5 hours a week) Amazing employee discounts with major supermarkets and retailers with 'phs Perks' Training to expand your skills. We offer accredited ILM training through external and in house training 23 days holiday plus bank holidays (31 days in total) Buy / Sell holiday scheme Free Parking onsite so no parking costs Other benefits such as improved parental and paternity leave, a 24 hour wellbeing helpline, cycle to work scheme, pension scheme, life assurance and more Take the next step in your career - Apply Now. About us At Direct365, our vision is to be the UK's number one provider of essential workplace products and services for small businesses. We value helpfulness, reliability and innovation within our employee base, and believe in giving everyone the freedom to do what they do best. Our aim is to combine our buying power with friendly expert advice for everyone's peace of mind that the job's well done. Direct365 is part of the phs Group, the UKs leading Hygiene Services provider. phs Group was founded in 1963 and we are the leading provider for Hygiene Services in the UK, Spain and Ireland with over 90,000 customers across 300,000 locations incorporating numerous businesses during its 63 years of business. At phs, we pride ourselves on our diverse workforce, and ensuring we have an inclusive environment for all our staff. We remain committed to ensuring our teams can bring their true selves to work without risk or fear of discrimination.
Mar 14, 2026
Full time
Administrator and Customer Service experience? Live near Skelmersdale? We want to meet you! Administrator Skelmersdale Salary: £24,960 Great hours Monday to Friday, no evenings or weekends (full time, permanent position) Are you looking for position where you will be truly valued? Have you previously shown loyalty and longevity in roles as an Administrator and in Customer Service? Do you live in or near Skelmersdale? If you've answered 'Yes' to the above, we have brilliant news for you! A career awaits you here at Direct365! Your role here at the UKs leading hygiene services company will be vital. You'll be joining a friendly, supportive and engaging team, doing a role that you enjoy! You'll speak with internal and external customers, via calls and emails, to ensure the smooth, efficient running of the department. Attention to detail, excellent written and verbal communication skills, accuracy and organisation are key for this position. It's a diverse role, working with administrative tasks and also be helping customers on the phone with contracts, products, chasing up orders and liaising with suppliers. We're keen to help you develop in your career here too. It's a busy, challenging role in a vibrant and fun place to work. More than that, there's a real family feeling to our workplace, one of the many reasons we think you will love it here. The hours are great too - Monday to Friday (no evenings or weekends) on guaranteed full time hours. As our Administrator at Direct365: You'll be providing excellent customer service through administrative tasks and calls, liaising with other departments to analyse and solve any customer queries. Processing orders accurately, dealing with all aspects of changes to customer accounts, and building upon customer relations. Tasks will include producing invoices, contracts, service agreements for customers, raising credits, additional invoicing and addressing feedback from sub-contractors. Ordering supplies, daily parcel collections and managing incoming calls, emails and correspondence. This is an office based position due to the nature of the role. Maintaining an excellent knowledge of our products and services to ensure we understand our customers' needs. The ideal candidate will have: Experience in an administrative role, who has shown loyalty or longevity in a similar position. A successful track record of delivering objectives and results, achieving business KPIs. Experience producing invoices and processing orders in a previous administration role. A passion for delivering excellent customer service, and happy to take calls as part of a team. Excellent communication skills. You'll need to be a team player with a professional manner. Most important is a can do attitude, someone who really takes pride in their work. Being able to drive / having your own transport to commute to our office is beneficial. In return for your commitment and expertise, you will benefit from: A good salary of £24,960 in a full time permanent position No weekend or evening working - great hours Monday to Friday (37.5 hours a week) Amazing employee discounts with major supermarkets and retailers with 'phs Perks' Training to expand your skills. We offer accredited ILM training through external and in house training 23 days holiday plus bank holidays (31 days in total) Buy / Sell holiday scheme Free Parking onsite so no parking costs Other benefits such as improved parental and paternity leave, a 24 hour wellbeing helpline, cycle to work scheme, pension scheme, life assurance and more Take the next step in your career - Apply Now. About us At Direct365, our vision is to be the UK's number one provider of essential workplace products and services for small businesses. We value helpfulness, reliability and innovation within our employee base, and believe in giving everyone the freedom to do what they do best. Our aim is to combine our buying power with friendly expert advice for everyone's peace of mind that the job's well done. Direct365 is part of the phs Group, the UKs leading Hygiene Services provider. phs Group was founded in 1963 and we are the leading provider for Hygiene Services in the UK, Spain and Ireland with over 90,000 customers across 300,000 locations incorporating numerous businesses during its 63 years of business. At phs, we pride ourselves on our diverse workforce, and ensuring we have an inclusive environment for all our staff. We remain committed to ensuring our teams can bring their true selves to work without risk or fear of discrimination.
A leading building materials supplier is seeking an Overheads Administrator to join their finance team in Llangefni. This role involves processing overhead invoices, reconciling supplier accounts, and supporting the finance team. Ideal candidates should possess excellent communication skills and a keen eye for detail, with opportunities for career progression and personal development. The position offers a competitive salary, benefits, and a permanent contract with Monday to Friday hours.
Mar 14, 2026
Full time
A leading building materials supplier is seeking an Overheads Administrator to join their finance team in Llangefni. This role involves processing overhead invoices, reconciling supplier accounts, and supporting the finance team. Ideal candidates should possess excellent communication skills and a keen eye for detail, with opportunities for career progression and personal development. The position offers a competitive salary, benefits, and a permanent contract with Monday to Friday hours.
We are looking for a Overheads Administrator join us in Llangefni! If you're in the trade or have ever tackled a home improvement project, you've probably heard of us. We're the Huws Gray Group and we're made up of a number of brands, including Huws Gray, Hirebase, Civils & Lintels, The Timber Group, PDM, NDI and Anglia Tool Centre to name a few. Up and down the UK, our branches are serving and supporting our local communities with all their building material needs and our central support teams are supporting them along the way, but we couldn't do this without the right people, so why not join us? What will this role of Overheads Invoice Administrator entail? As an Overheads Invoice Administrator, you'll join a finance team who enjoy a varied, hands on role within a busy working environment. Duties will be focused on finance admin and general ledger tasks including: Processing of overhead invoices, and allocation of costs across brands and branches Reconciling supplier accounts and investigating and resolving of supplier queries Maintaining accurate and up-to-date accounts records and spreadsheets Supporting purchase ledger day to day tasks Supporting the wider Finance Team and the operations of the business Building and maintaining an excellent relationship with stakeholders, suppliers and employees What will I need in order to be considered for this role? Experience is not essential, but the ideal candidate will have enthusiasm and a desire to learn, along with: Excellent communication skills, both written and verbal An ability to multi-task and work effectively under pressure A keen eye for detail, with accurate and timely data entry skills IT literacy Good organisation and prioritisation skills Strong team player with a can-do attitude, along with the ability to work on own initiative What will I receive in return? As an Overheads Invoice Administrator, you'll be part of a company which truly cares about every one of its employees. You'll be given the support you need to thrive within your role and reach your full potential. You will also benefit from the following: Competitive salary Company and performance-based bonus scheme 24 days annual leave plus bank holidays Pension scheme in line with auto enrolment Staff discounts on items purchased from all nationwide branches Career progression and personal development opportunities You'll be employed on a permanent contract, with working hours Monday to Friday, 7:30am to 5pm. We are an equal opportunities employer, if you are invited to interview, please let us know of any reasonable adjustments you require
Mar 14, 2026
Full time
We are looking for a Overheads Administrator join us in Llangefni! If you're in the trade or have ever tackled a home improvement project, you've probably heard of us. We're the Huws Gray Group and we're made up of a number of brands, including Huws Gray, Hirebase, Civils & Lintels, The Timber Group, PDM, NDI and Anglia Tool Centre to name a few. Up and down the UK, our branches are serving and supporting our local communities with all their building material needs and our central support teams are supporting them along the way, but we couldn't do this without the right people, so why not join us? What will this role of Overheads Invoice Administrator entail? As an Overheads Invoice Administrator, you'll join a finance team who enjoy a varied, hands on role within a busy working environment. Duties will be focused on finance admin and general ledger tasks including: Processing of overhead invoices, and allocation of costs across brands and branches Reconciling supplier accounts and investigating and resolving of supplier queries Maintaining accurate and up-to-date accounts records and spreadsheets Supporting purchase ledger day to day tasks Supporting the wider Finance Team and the operations of the business Building and maintaining an excellent relationship with stakeholders, suppliers and employees What will I need in order to be considered for this role? Experience is not essential, but the ideal candidate will have enthusiasm and a desire to learn, along with: Excellent communication skills, both written and verbal An ability to multi-task and work effectively under pressure A keen eye for detail, with accurate and timely data entry skills IT literacy Good organisation and prioritisation skills Strong team player with a can-do attitude, along with the ability to work on own initiative What will I receive in return? As an Overheads Invoice Administrator, you'll be part of a company which truly cares about every one of its employees. You'll be given the support you need to thrive within your role and reach your full potential. You will also benefit from the following: Competitive salary Company and performance-based bonus scheme 24 days annual leave plus bank holidays Pension scheme in line with auto enrolment Staff discounts on items purchased from all nationwide branches Career progression and personal development opportunities You'll be employed on a permanent contract, with working hours Monday to Friday, 7:30am to 5pm. We are an equal opportunities employer, if you are invited to interview, please let us know of any reasonable adjustments you require
Finance Manager (Part-Time) Hours: 16 hours per week (hybrid working, with at least 50% of time in the Guildford office) Salary: £43,000 £45,000 FTE (depending on experience) Reports to: Chief Executive Direct reports: Finance Administrator Oakleaf Enterprise is looking for an experienced Finance Manager to join our team. This is a key role within the organisation, working closely with the Chief Executive, Trustees and wider Senior Management Team. You ll oversee all financial activity, ensure compliance with Charity SORP and relevant regulations, and support the organisation to operate efficiently and responsibly. About the role You will lead on all financial reporting, planning and compliance, and ensure financial information is accurate, timely and useful for decision-making. You will also manage one member of staff (Finance Administrator) and work with colleagues across the organisation to support budgeting, forecasting, project costing and grant applications. Key responsibilities Board & Leadership Advise the CEO and Board on all financial matters, ensuring all legal and financial requirements are met. Attend Board and relevant sub-committee meetings. Provide financial input for the Strategic Business Plan and other analysis as required. Reporting Prepare and present monthly management accounts, including variance analysis, restricted/unrestricted funds and balance sheet reporting. Lead the year-end process with external accountants, including audit/independent exam planning, reconciliations, site visits and production of Financial Statements. Work with the CEO and department leads to prepare the annual budget and provide variance analysis for Board approval. Produce a six month reforecast. Monitor restricted funds and update the Fundraising and Client Services teams. Track reserves and ensure adherence to the reserves policy. Tax Prepare and submit quarterly VAT returns, ensuring correct application of partial exemption rules. Review gift aid and GASDS claims to ensure compliance and maximise income. Payroll Ensure compliance with pensions, NMW and tax regulations. Oversee P11Ds and payrolling of benefits (where applicable). Support and oversee the Finance Administrator with SAGE payroll and keep up to date with relevant tax/employment law changes. Review payroll before submission. Other responsibilities Manage high level cashflow and work with the Finance Administrator on daily cash monitoring. Line-manage the Finance Administrator. Support departments with project budgets, cashflows and grant applications. Develop and update financial systems and controls as the organisation evolves. Manage supplier relationships to ensure cost effective purchasing (including IT, utilities and contracts). Contribute to the wider SMT. Maintain the chart of accounts in SAGE and ensure monthly reconciliations and journals are completed. Keep up with CPD requirements. Carry out other duties as required. Essential criteria Experience working in a charity, with strong knowledge of Charity SORP (old and new). Experience using SAGE 50. Fully qualified accountant (CIMA, ACCA, ACA, CIPFA). Benefits Stakeholder pension with 4% employer contribution Employee Assistance Programme 32 days holiday including statutory leave, plus your birthday off Paid sick leave
Mar 14, 2026
Full time
Finance Manager (Part-Time) Hours: 16 hours per week (hybrid working, with at least 50% of time in the Guildford office) Salary: £43,000 £45,000 FTE (depending on experience) Reports to: Chief Executive Direct reports: Finance Administrator Oakleaf Enterprise is looking for an experienced Finance Manager to join our team. This is a key role within the organisation, working closely with the Chief Executive, Trustees and wider Senior Management Team. You ll oversee all financial activity, ensure compliance with Charity SORP and relevant regulations, and support the organisation to operate efficiently and responsibly. About the role You will lead on all financial reporting, planning and compliance, and ensure financial information is accurate, timely and useful for decision-making. You will also manage one member of staff (Finance Administrator) and work with colleagues across the organisation to support budgeting, forecasting, project costing and grant applications. Key responsibilities Board & Leadership Advise the CEO and Board on all financial matters, ensuring all legal and financial requirements are met. Attend Board and relevant sub-committee meetings. Provide financial input for the Strategic Business Plan and other analysis as required. Reporting Prepare and present monthly management accounts, including variance analysis, restricted/unrestricted funds and balance sheet reporting. Lead the year-end process with external accountants, including audit/independent exam planning, reconciliations, site visits and production of Financial Statements. Work with the CEO and department leads to prepare the annual budget and provide variance analysis for Board approval. Produce a six month reforecast. Monitor restricted funds and update the Fundraising and Client Services teams. Track reserves and ensure adherence to the reserves policy. Tax Prepare and submit quarterly VAT returns, ensuring correct application of partial exemption rules. Review gift aid and GASDS claims to ensure compliance and maximise income. Payroll Ensure compliance with pensions, NMW and tax regulations. Oversee P11Ds and payrolling of benefits (where applicable). Support and oversee the Finance Administrator with SAGE payroll and keep up to date with relevant tax/employment law changes. Review payroll before submission. Other responsibilities Manage high level cashflow and work with the Finance Administrator on daily cash monitoring. Line-manage the Finance Administrator. Support departments with project budgets, cashflows and grant applications. Develop and update financial systems and controls as the organisation evolves. Manage supplier relationships to ensure cost effective purchasing (including IT, utilities and contracts). Contribute to the wider SMT. Maintain the chart of accounts in SAGE and ensure monthly reconciliations and journals are completed. Keep up with CPD requirements. Carry out other duties as required. Essential criteria Experience working in a charity, with strong knowledge of Charity SORP (old and new). Experience using SAGE 50. Fully qualified accountant (CIMA, ACCA, ACA, CIPFA). Benefits Stakeholder pension with 4% employer contribution Employee Assistance Programme 32 days holiday including statutory leave, plus your birthday off Paid sick leave
Job Title: Fleet Data Administrator- within the Accounts Department Reports to: Fleet Accountant Department: Finance Location: Exeter Head Office Key Purpose of Role The key purpose of the role is to provide accurate data regarding the purchasing and re-marketing of our fleet. Data will be sourced from the used vehicle market via market research and analysis, along with use of manufacturer websites. T
Mar 13, 2026
Full time
Job Title: Fleet Data Administrator- within the Accounts Department Reports to: Fleet Accountant Department: Finance Location: Exeter Head Office Key Purpose of Role The key purpose of the role is to provide accurate data regarding the purchasing and re-marketing of our fleet. Data will be sourced from the used vehicle market via market research and analysis, along with use of manufacturer websites. T
Aatom Recruitment is hiring on behalf of Local Authority for the role of OR24750 - Treasury & Accountant Manager Job Title: OR24750 - Treasury & Accountant Manager Contract Duration: 6 Months Hours per week: 37 Role Details: Key responsibilities include: Job Aim and Purpose Managing Treasury and Exchequer Services is crucial for maintaining a healthy cash flow and ensuring financial stability of the Council. The purpose of this role is to carry out the Councils treasury operations and manage the Exchequer Services section involved in provision of comprehensive set of financial operations services to the Council and its companies, e.g. Treasury, Insurance, Accounts Receivable, Accounts Payable and Payroll services. Main Objectives Carry out the Councils treasury activities ensuring they are managed effectively and in accordance with the established Treasury policy and procedures; This includes treasury advice to senior management and implementation of Councils Treasury strategies. Manage the Exchequer services teams to ensure that the Accounts Receivable, Accounts Payable and Payroll processes are operating effectively whilst adhering to the established procedures and controls. This includes associated accounting, reporting and disclosures. Ensure that all the Councils payments are received and paid safely and allocated correctly in the ledgers (including to the relevant control accounts). Ensure that the Council maintains a set of insurances to adequately cover insurable risks and to provide associated insurance services, including handling of the claims. Ensure that all aspects of the work comply with relevant statutory requirements, professional codes of practice, financial regulations and standing orders Main Duties and Responsibilities Broadly, the role involves carrying out the treasury requirements of the Council and supervising the Accounts Receivable, Accounts Payable, Insurance and Payroll processes on a daily basis. Treasury management: Carry out the daily, monthly and quarterly treasury operations as required Assist in maintaining robust treasury management policies and procedures for the Council (e.g. TMSS, TMPs & TMSs) review for appropriateness and recommend changes to ensure effective control and management of treasury risks and activities; Maintain the Councils liquidity position by managing cash surpluses as per Councils investment policies and strategies. Maintain the Councils rolling short-term and medium-term cash forecasts Maintain a fit for purpose banking infrastructure, banking mandate and efficient banking relationships. Liaise with the Councils treasury advisors, engage credit assessment application companies and apply industry practice to monitor and assess credit limits, as required. Act as System Administrator for the Treasury Management System (Logotech) ensuring all records are up to date and adhere to the Councils policies. Provide regular management information reporting on treasury management to the Councils management and committees as required under the CIPFAs Codes of Practice and the TMSS. Prepare the monthly cash control by reconciling all income and expenditure records to bank statements and schedules and to the FMS, and by resolving differences identified, in order to ensure that all receipts and payments have been correctly accounted for and posted to the Knowledge Knowledge of the CIPFA Prudential and Treasury Management Codes of Practice Knowledge of cost allocation, recharging mechanisms and reconciling control accounts Knowledge of the Accounts Payable, Accounts Receivable and insurance functions of an organisation Skills and Experience At least 3 years of treasury management experience At least 3 years post-qualification experience in local government Recent experience of preparing the statutory Statement of Accounts / for a local authority Experience of dealing with and managing change and change management issues in the workplace Experience of compiling complex government or professional body returns Well versed in using the Microsoft Office suite of applications including Word, Excel, MS Teams and Outlook Prior experience of using major finance management systems Extensive post-qualification experience in local government in a management position Post-qualification experience in a non-unitary district/borough council Experience in using treasury management software Experience of working in the Accounts Payable, Accounts Receivable and insurance functions of an organisation Training and Qualification Qualified member of AAT (or equivalent) with full membership Qualified member of a CCAB body with full membership CIPFA membership Training specifically linked to treasury management
Mar 13, 2026
Contractor
Aatom Recruitment is hiring on behalf of Local Authority for the role of OR24750 - Treasury & Accountant Manager Job Title: OR24750 - Treasury & Accountant Manager Contract Duration: 6 Months Hours per week: 37 Role Details: Key responsibilities include: Job Aim and Purpose Managing Treasury and Exchequer Services is crucial for maintaining a healthy cash flow and ensuring financial stability of the Council. The purpose of this role is to carry out the Councils treasury operations and manage the Exchequer Services section involved in provision of comprehensive set of financial operations services to the Council and its companies, e.g. Treasury, Insurance, Accounts Receivable, Accounts Payable and Payroll services. Main Objectives Carry out the Councils treasury activities ensuring they are managed effectively and in accordance with the established Treasury policy and procedures; This includes treasury advice to senior management and implementation of Councils Treasury strategies. Manage the Exchequer services teams to ensure that the Accounts Receivable, Accounts Payable and Payroll processes are operating effectively whilst adhering to the established procedures and controls. This includes associated accounting, reporting and disclosures. Ensure that all the Councils payments are received and paid safely and allocated correctly in the ledgers (including to the relevant control accounts). Ensure that the Council maintains a set of insurances to adequately cover insurable risks and to provide associated insurance services, including handling of the claims. Ensure that all aspects of the work comply with relevant statutory requirements, professional codes of practice, financial regulations and standing orders Main Duties and Responsibilities Broadly, the role involves carrying out the treasury requirements of the Council and supervising the Accounts Receivable, Accounts Payable, Insurance and Payroll processes on a daily basis. Treasury management: Carry out the daily, monthly and quarterly treasury operations as required Assist in maintaining robust treasury management policies and procedures for the Council (e.g. TMSS, TMPs & TMSs) review for appropriateness and recommend changes to ensure effective control and management of treasury risks and activities; Maintain the Councils liquidity position by managing cash surpluses as per Councils investment policies and strategies. Maintain the Councils rolling short-term and medium-term cash forecasts Maintain a fit for purpose banking infrastructure, banking mandate and efficient banking relationships. Liaise with the Councils treasury advisors, engage credit assessment application companies and apply industry practice to monitor and assess credit limits, as required. Act as System Administrator for the Treasury Management System (Logotech) ensuring all records are up to date and adhere to the Councils policies. Provide regular management information reporting on treasury management to the Councils management and committees as required under the CIPFAs Codes of Practice and the TMSS. Prepare the monthly cash control by reconciling all income and expenditure records to bank statements and schedules and to the FMS, and by resolving differences identified, in order to ensure that all receipts and payments have been correctly accounted for and posted to the Knowledge Knowledge of the CIPFA Prudential and Treasury Management Codes of Practice Knowledge of cost allocation, recharging mechanisms and reconciling control accounts Knowledge of the Accounts Payable, Accounts Receivable and insurance functions of an organisation Skills and Experience At least 3 years of treasury management experience At least 3 years post-qualification experience in local government Recent experience of preparing the statutory Statement of Accounts / for a local authority Experience of dealing with and managing change and change management issues in the workplace Experience of compiling complex government or professional body returns Well versed in using the Microsoft Office suite of applications including Word, Excel, MS Teams and Outlook Prior experience of using major finance management systems Extensive post-qualification experience in local government in a management position Post-qualification experience in a non-unitary district/borough council Experience in using treasury management software Experience of working in the Accounts Payable, Accounts Receivable and insurance functions of an organisation Training and Qualification Qualified member of AAT (or equivalent) with full membership Qualified member of a CCAB body with full membership CIPFA membership Training specifically linked to treasury management
Our client is a large wholesale distribuition business with a turnover of £160m and now employing over 500 staff. THE ROLE: Provide administritive service to a busy multinational credit management department with particular emphasis on daily cash management. Ensuring accuracy & the upkeep of customer master files & account information & including reconciliation of the customer accounts. Ensure smooth data flow within the Department & the wider business Offer excellent service when dealing with the Team & customers and to provide accountancy support to the departments Credit Controllers. Ad Hoc Assistance to the Senior Team as required including reporting. KEY DUTIES: Allocation of customer payments, ensuring completion (daily) of various bank accounts cash postings & reconciliation. Management & resolution of unallocated cash amounts to ensure individual customer account balances are up to date. Manage the customer master files in relation to amending existing account info, to ensure database accuracy. Ensure all documentation is recorded and filed in accordance with the company Credit Management policy. Administration assistance to whole Department to manage internal accounts in line with departmental processes & policy. Provision of Customer s statements and ad hoc documentation requests. Assist the Senior Team & Credit Manager with the administration of ongoing projects and provide administrative & analytic support for Credit assessments. ESSENTIAL REQUIREMENTS: Experienced in the credit and sales ledger function Intermediate level Excel Skills as a minimum and the ability to pick up bespoke systems, (advanced excel skills a bonus, as is experience of automated cash management) Must be fast and accurate
Mar 13, 2026
Contractor
Our client is a large wholesale distribuition business with a turnover of £160m and now employing over 500 staff. THE ROLE: Provide administritive service to a busy multinational credit management department with particular emphasis on daily cash management. Ensuring accuracy & the upkeep of customer master files & account information & including reconciliation of the customer accounts. Ensure smooth data flow within the Department & the wider business Offer excellent service when dealing with the Team & customers and to provide accountancy support to the departments Credit Controllers. Ad Hoc Assistance to the Senior Team as required including reporting. KEY DUTIES: Allocation of customer payments, ensuring completion (daily) of various bank accounts cash postings & reconciliation. Management & resolution of unallocated cash amounts to ensure individual customer account balances are up to date. Manage the customer master files in relation to amending existing account info, to ensure database accuracy. Ensure all documentation is recorded and filed in accordance with the company Credit Management policy. Administration assistance to whole Department to manage internal accounts in line with departmental processes & policy. Provision of Customer s statements and ad hoc documentation requests. Assist the Senior Team & Credit Manager with the administration of ongoing projects and provide administrative & analytic support for Credit assessments. ESSENTIAL REQUIREMENTS: Experienced in the credit and sales ledger function Intermediate level Excel Skills as a minimum and the ability to pick up bespoke systems, (advanced excel skills a bonus, as is experience of automated cash management) Must be fast and accurate
Job Title: Fleet Data Administrator- within the Accounts Department Reports to: Fleet Accountant Department: Finance Location: Exeter Head Office Key Purpose of Role The key purpose of the role is to provide accurate data regarding the purchasing and re-marketing of our fleet. Data will be sourced from the used vehicle market via market research and analysis, along with use of manufacturer websites. T
Mar 13, 2026
Full time
Job Title: Fleet Data Administrator- within the Accounts Department Reports to: Fleet Accountant Department: Finance Location: Exeter Head Office Key Purpose of Role The key purpose of the role is to provide accurate data regarding the purchasing and re-marketing of our fleet. Data will be sourced from the used vehicle market via market research and analysis, along with use of manufacturer websites. T
The purpose of this role is to provideAdministration support to the business development leadership team. Business Development Managers Head of Business Development Commercial Team Customer Service team Marketing team Area teams Main external contacts: Current and New Accounts (Businesses we onboard via our Business Development Managers) Customers who have secured tickets through our B2B offering Main responsibilities Processing all B2B client orders, including ordering from suppliers. Invoicing /crediting. Updating B2B Dashboard to support with B2B team's targets. Processing customer sign ups, account amendments, cancellations and ticket fulfilment. As well as other general administration of the direct debit scheme. Managing shared inboxes, answering general queries for direct debit customers. Using software to load mobile tickets to the Arriva app. Using software to load smart cards. Management of bulk student bus pass orders, including reporting, recording data and processing cancelled passes. Keeping customers files up to date. If and when required, assistance at events that may be out of the normal office hours This role requires Proficient in using Microsoft Office - Word, Excel, Outlook, Teams. Professional communication skills - written/telephone. Working to tight deadlines in a fast-paced environment. Ability to manage own workload. Prioritising tasks. Confidentiality with an understanding of GDPR.
Mar 13, 2026
Full time
The purpose of this role is to provideAdministration support to the business development leadership team. Business Development Managers Head of Business Development Commercial Team Customer Service team Marketing team Area teams Main external contacts: Current and New Accounts (Businesses we onboard via our Business Development Managers) Customers who have secured tickets through our B2B offering Main responsibilities Processing all B2B client orders, including ordering from suppliers. Invoicing /crediting. Updating B2B Dashboard to support with B2B team's targets. Processing customer sign ups, account amendments, cancellations and ticket fulfilment. As well as other general administration of the direct debit scheme. Managing shared inboxes, answering general queries for direct debit customers. Using software to load mobile tickets to the Arriva app. Using software to load smart cards. Management of bulk student bus pass orders, including reporting, recording data and processing cancelled passes. Keeping customers files up to date. If and when required, assistance at events that may be out of the normal office hours This role requires Proficient in using Microsoft Office - Word, Excel, Outlook, Teams. Professional communication skills - written/telephone. Working to tight deadlines in a fast-paced environment. Ability to manage own workload. Prioritising tasks. Confidentiality with an understanding of GDPR.
Fund Accounting - Senior Analyst - PERE Our Client is a pan-European, value-add specialist real estate private equity manager with a strong and growing institutional investor base. The firm currently manages c£MultiBillions AUM, with additional fresh capital expected imminently, and continues to expand through new joint venture activity, The business employs professionals across Europe, with a flat, collaborative structure and due to continued growth, new JV launches and increased complexity across pan-European structures, the firm is looking to strengthen the Fund Finance team at Senior Analyst level. The Role - Senior Fund Accounting Analyst: This is a hands-on, end-to-end fund accounting role within a high-performing real estate private equity platform. The successful candidate will take ownership of fund and SPV accounting across complex pan-European structures, working closely with internal specialists while retaining broad control and responsibility. Key responsibilities include: Full fund and SPV accounting oversight for a pan-European, value-add logistics strategy. Preparing and reviewing management accounts, fund consolidations and reporting under local GAAP and US GAAP. Reviewing balance sheet reconciliations, P&L and cashflow statements. Managing cashflow, working capital and liquidity across fund and SPV structures. Supporting JV structures and working with external administrators. Liaising with external auditors and supporting statutory reporting. Coordinating tax reporting (VAT and corporate tax) and working with external tax advisors. Supporting vehicle structuring and implementation of tax and accounting guidance. Preparing and monitoring budgets, forecasts and variance analysis. Managing relationships with lenders and banks, including covenant reporting. Preparing capital drawdowns, capital statements and investor reporting. Supporting investor relations on accounting and fund-related matters. Assisting with portfolio performance monitoring and returns analysis. Contributing to the continuous improvement of systems, processes and controls. The Person - Primary target: The ideal candidate will have: 3-5 years' experience in fund accounting, administration or private equity environments. A strong understanding of fund and SPV structures (critical). ACA / ACCA (or equivalent) qualification, ideally recently qualified (1-2 years PQE preferred). A Native-level European language skills - French, German, Italian or Dutch is preferred. Experience preparing management accounts in a fund or asset context. Real estate private equity exposure strongly preferred - with Fund administration or private equity background preferred over pure audit. Big 4 candidates will ONLY be considered where they can demonstrate strong structural and fund exposure and relevant European language skills. Culture and Team Fit: This is a driven, dynamic and highly collaborative team, typically with professionals in the early stages of their careers. Cultural fit is critical. The successful candidate will be: Friendly, humble and team-oriented. Not overly pushy or ego-driven. Willing to learn, develop and grow with the business. Comfortable working in a flat structure with responsibility and visibility. Hard-working, proactive and detail-oriented. Additional Information: The hire is driven by immediate business growth, including a JV signing expected imminently. This role is a priority hire. Full-time, targeting 4 days in the London office with immediate or short-notice start preferred. Follow us on LinkedIn Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.
Mar 13, 2026
Full time
Fund Accounting - Senior Analyst - PERE Our Client is a pan-European, value-add specialist real estate private equity manager with a strong and growing institutional investor base. The firm currently manages c£MultiBillions AUM, with additional fresh capital expected imminently, and continues to expand through new joint venture activity, The business employs professionals across Europe, with a flat, collaborative structure and due to continued growth, new JV launches and increased complexity across pan-European structures, the firm is looking to strengthen the Fund Finance team at Senior Analyst level. The Role - Senior Fund Accounting Analyst: This is a hands-on, end-to-end fund accounting role within a high-performing real estate private equity platform. The successful candidate will take ownership of fund and SPV accounting across complex pan-European structures, working closely with internal specialists while retaining broad control and responsibility. Key responsibilities include: Full fund and SPV accounting oversight for a pan-European, value-add logistics strategy. Preparing and reviewing management accounts, fund consolidations and reporting under local GAAP and US GAAP. Reviewing balance sheet reconciliations, P&L and cashflow statements. Managing cashflow, working capital and liquidity across fund and SPV structures. Supporting JV structures and working with external administrators. Liaising with external auditors and supporting statutory reporting. Coordinating tax reporting (VAT and corporate tax) and working with external tax advisors. Supporting vehicle structuring and implementation of tax and accounting guidance. Preparing and monitoring budgets, forecasts and variance analysis. Managing relationships with lenders and banks, including covenant reporting. Preparing capital drawdowns, capital statements and investor reporting. Supporting investor relations on accounting and fund-related matters. Assisting with portfolio performance monitoring and returns analysis. Contributing to the continuous improvement of systems, processes and controls. The Person - Primary target: The ideal candidate will have: 3-5 years' experience in fund accounting, administration or private equity environments. A strong understanding of fund and SPV structures (critical). ACA / ACCA (or equivalent) qualification, ideally recently qualified (1-2 years PQE preferred). A Native-level European language skills - French, German, Italian or Dutch is preferred. Experience preparing management accounts in a fund or asset context. Real estate private equity exposure strongly preferred - with Fund administration or private equity background preferred over pure audit. Big 4 candidates will ONLY be considered where they can demonstrate strong structural and fund exposure and relevant European language skills. Culture and Team Fit: This is a driven, dynamic and highly collaborative team, typically with professionals in the early stages of their careers. Cultural fit is critical. The successful candidate will be: Friendly, humble and team-oriented. Not overly pushy or ego-driven. Willing to learn, develop and grow with the business. Comfortable working in a flat structure with responsibility and visibility. Hard-working, proactive and detail-oriented. Additional Information: The hire is driven by immediate business growth, including a JV signing expected imminently. This role is a priority hire. Full-time, targeting 4 days in the London office with immediate or short-notice start preferred. Follow us on LinkedIn Please note that due to volume we cannot get back to everyone, however every application is looked at and considered and will be held on Trident International's database for review. If you have not heard back from us within 5 working days you should assume your initial application has been unsuccessful, however if suitable roles arise in the future, we will make every effort to contact you. By applying for this job, you accept the Privacy Policy and Disclaimers which can be found on our website.
The purpose of this role is to provideAdministration support to the business development leadership team. Business Development Managers Head of Business Development Commercial Team Customer Service team Marketing team Area teams Main external contacts: Current and New Accounts (Businesses we onboard via our Business Development Managers) Customers who have secured tickets through our B2B offering Fulfilment Partners e.g. ticketing, direct debit providers Main responsibilities Processing all B2B client orders, including ordering from suppliers. Invoicing /crediting. Updating B2B Dashboard to support with B2B team's targets. Processing customer sign ups, account amendments, cancellations and ticket fulfilment. As well as other general administration of the direct debit scheme. Managing shared inboxes, answering general queries for direct debit customers. Using software to load mobile tickets to the Arriva app. Using software to load smart cards. Management of bulk student bus pass orders, including reporting, recording data and processing cancelled passes. Keeping customers files up to date. If and when required, assistance at events that may be out of the normal office hours This role requires Administration experience. Proficient in using Microsoft Office - Word, Excel, Outlook, Teams. Professional communication skills - written/telephone. Working to tight deadlines in a fast-paced environment. Ability to manage own workload. Prioritising tasks. Team working. Confidentiality with an understanding of GDPR.
Mar 13, 2026
Full time
The purpose of this role is to provideAdministration support to the business development leadership team. Business Development Managers Head of Business Development Commercial Team Customer Service team Marketing team Area teams Main external contacts: Current and New Accounts (Businesses we onboard via our Business Development Managers) Customers who have secured tickets through our B2B offering Fulfilment Partners e.g. ticketing, direct debit providers Main responsibilities Processing all B2B client orders, including ordering from suppliers. Invoicing /crediting. Updating B2B Dashboard to support with B2B team's targets. Processing customer sign ups, account amendments, cancellations and ticket fulfilment. As well as other general administration of the direct debit scheme. Managing shared inboxes, answering general queries for direct debit customers. Using software to load mobile tickets to the Arriva app. Using software to load smart cards. Management of bulk student bus pass orders, including reporting, recording data and processing cancelled passes. Keeping customers files up to date. If and when required, assistance at events that may be out of the normal office hours This role requires Administration experience. Proficient in using Microsoft Office - Word, Excel, Outlook, Teams. Professional communication skills - written/telephone. Working to tight deadlines in a fast-paced environment. Ability to manage own workload. Prioritising tasks. Team working. Confidentiality with an understanding of GDPR.
£400 - £450 p/day inside IR35 - Hybrid 3 days in the office 1-2 Years PQE ACA / ACCA in Financial Services, Fin Acc role A multi award winning PE firm with global reach are seeking a vibrant and charismatic Fund Accountant for a 6 Month interim role within their London team. They need someone in ASAP so 3 weeks max notice period is required. This hybrid role is offered Inside IR35 and expected to last for 6 months. £400 - £450 per day depending on experience. With $55 billion of Funds under Management, this growing firm are specialists within their field and put culture & fit at the heart of all their recruitment. The ideal candidate will be newly Qualified CA NZ / ACA / CA / ACCA with at least 1 year in a Funds business post audit. However, ACCA's from Real Estate Funds or Financial Accountants from Asset Management / Fund Management are also welcomed This is an exciting opportunity to obtain a varied role which is 65% Fund Accounting, 25% Commercial looking at Fund Performance & Supporting deals teams with 10% being focused on A.I efficiency & improvements. Duties include: •Preparation of quarterly management accounts for an allocation of funds and associated reporting of financial information to clients;•Preparation of annual statutory fund accounts for an allocation of funds under UK and US GAAP and liaising with external auditors to ensure timely sign-off;•Calculating fund calls and distributions and managing third party administrator to ensure these are distributed to investors on a timely basis;•Working closely with the internal Treasury (supporting pro-active cash flow and external debt facility management) and Tax functions (supporting UK/US compliance reporting and deal/fund structuring issues);•Supporting deal teams on investment transactions followed by timely and accurate accounting and administration in investment administration system (Investran);•Preparation of fund performance data reporting as required by investors and client services teams;•Performing quarterly, unquoted investment valuations under the IPEV guidelines;•Review private debt investment valuations produced by external provider.•Pro-actively lead and drive continuous improvement in line with growth and ambitions of wider business; and•Taking ownership for managing certain key finance processes We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process. At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles. Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies.If you have any further questions regarding accessibility throughout the process, then please get in touch or call a member of our DEIB Champions team
Mar 12, 2026
Seasonal
£400 - £450 p/day inside IR35 - Hybrid 3 days in the office 1-2 Years PQE ACA / ACCA in Financial Services, Fin Acc role A multi award winning PE firm with global reach are seeking a vibrant and charismatic Fund Accountant for a 6 Month interim role within their London team. They need someone in ASAP so 3 weeks max notice period is required. This hybrid role is offered Inside IR35 and expected to last for 6 months. £400 - £450 per day depending on experience. With $55 billion of Funds under Management, this growing firm are specialists within their field and put culture & fit at the heart of all their recruitment. The ideal candidate will be newly Qualified CA NZ / ACA / CA / ACCA with at least 1 year in a Funds business post audit. However, ACCA's from Real Estate Funds or Financial Accountants from Asset Management / Fund Management are also welcomed This is an exciting opportunity to obtain a varied role which is 65% Fund Accounting, 25% Commercial looking at Fund Performance & Supporting deals teams with 10% being focused on A.I efficiency & improvements. Duties include: •Preparation of quarterly management accounts for an allocation of funds and associated reporting of financial information to clients;•Preparation of annual statutory fund accounts for an allocation of funds under UK and US GAAP and liaising with external auditors to ensure timely sign-off;•Calculating fund calls and distributions and managing third party administrator to ensure these are distributed to investors on a timely basis;•Working closely with the internal Treasury (supporting pro-active cash flow and external debt facility management) and Tax functions (supporting UK/US compliance reporting and deal/fund structuring issues);•Supporting deal teams on investment transactions followed by timely and accurate accounting and administration in investment administration system (Investran);•Preparation of fund performance data reporting as required by investors and client services teams;•Performing quarterly, unquoted investment valuations under the IPEV guidelines;•Review private debt investment valuations produced by external provider.•Pro-actively lead and drive continuous improvement in line with growth and ambitions of wider business; and•Taking ownership for managing certain key finance processes We are committed to ensuring the entire process is inclusive and accessible for all candidates that fit the minimum requirements for our role. As such, we encourage applications from under-represented groups in the accountancy sector. Please let us know if we can make any reasonable adjustments for you at any stage in the process. At Trace, we are committed to fostering an inclusive and diverse workplace and believe that, in any business, it is imperative that all members of staff feel appreciated and respected in their roles. Our job is simply to find the best candidate on the market, regardless of their age, race, religion, disability, gender identity, sexual orientation or any other factor irrelevant to their qualifications and competencies.If you have any further questions regarding accessibility throughout the process, then please get in touch or call a member of our DEIB Champions team
We're Civica and we make software that helps deliver critical services for citizens all around the world. From local to state government, to education, to health and care, over 5,000 public bodies across the globe use our software to help provide critical services to over 100 million citizens. Our aspiration is to be a GovTech champion everywhere we work around the globe, supporting the needs of citizens and those that serve them every day. Building on 21 years of continuous growth and success, we're at a pivotal point on our journey to realise that aspiration. We're currently looking for a Payments Team Administrator to join our team, based out of our Amersham office. This role is key to supporting the smooth day to day operation of the payments function, helping manage inbound enquiries, processing payments, and ensuring administrative tasks are handled efficiently. You'll play an important role in maintaining excellent service standards while supporting both customers and colleagues. Why you'll love this role This is a great opportunity for someone who enjoys working in a fast paced administrative environment where organisation, communication, and attention to detail are essential. You'll be part of a collaborative and supportive team, handling a variety of administrative and customer facing tasks while helping ensure payments and queries are processed accurately and efficiently. If you're someone who enjoys keeping things organised and delivering excellent service, this role will give you the chance to make a real impact. Key Responsibilities Sort and distribute inbound post in a timely manner. Manage the company 'info' mailbox, responding to or redirecting enquiries as appropriate. Take card payments over the telephone and ensure accurate processing. Handle inbound calls and route queries to the relevant account manager where required. Assist with inbound customer queries relating to payments and accounts. Support daily administrative tasks including embassy and ICON processes. Contact self pay patients to collect outstanding payments. Scan, shred, and file documentation in line with internal processes. Provide general administrative and ad hoc office support as required. Experience & Skills Good all round IT skills, including Microsoft Office. Experience working in a busy office or administrative environment. Strong organisational skills and the ability to manage multiple tasks. Excellent attention to detail and accuracy. Confident and professional telephone manner. Numerate and literate, with the ability to process information accurately. Positive, proactive attitude with a 'can do' approach. Professional, honest, and trustworthy. Flexible and willing to support the wider team. A desire to learn, develop, and progress. Why this role is unique Opportunity to work within a supportive and collaborative team environment. A varied role combining administration, customer service, and payments support. The chance to develop valuable skills within a growing global organisation. We Want You to Bring Your Whole Self to Work There is no such thing as the perfect candidate, so if you think you have what it takes but don't necessarily meet every single point on the list above, please still get in touch. We'd love to have a chat and see if you could be a great fit. Why You'll Love Working with Us As a company, we're passionate about what we do and the citizens we serve. If you, too, want to champion the use of technology in public services to improve outcomes for citizens and public sector organizations, then Civica is the right place for you. We will help you unlock the best version of yourself, achieve career growth, and make a real difference to people and communities. We know that when our people are happy, they work better and have greater job satisfaction. Here's what you can expect: Time Off & Work-Life Balance 25 Days Annual Leave + bank holidays - plus the option to buy up to 10 extra days! Days of Difference - Up to 3 extra days off for volunteering. Financial Well being & Security Pension Contribution - 5% employer match to support your future. Income Protection - Up to 75% salary cover for long term illness. Life Assurance - 4x salary tax free lump sum. Critical Illness Cover - £25,000 lump sum (extendable to dependents). Health & Perks Private Medical Insurance - Fast access to private healthcare. Health Cash Plan - Claim back physio, therapies & more. Dental Insurance - Cover for routine & emergency care. Electric Vehicle (EV) Scheme - A wide range of electric & hybrid vehicles. Affinity Groups - Join employee led communities. Bounty Bonus - Refer a friend & get rewarded. At Civica, we are committed to building an inclusive and diverse workplace where everyone feels valued and supported. We believe that a variety of perspectives drives innovation and excellence, and we welcome applicants from all backgrounds, cultures, and experiences. We are an equal opportunity employer. We do not discriminate based on race, ethnicity, religion, gender, sexual orientation, disability, age, or any other legally protected characteristic. Our recruitment process is designed to ensure fairness and transparency, so every candidate has an equal chance to contribute to our mission. If you need any adjustments or accommodations to participate in our recruitment process, please let us know. We are here to support you.
Mar 12, 2026
Full time
We're Civica and we make software that helps deliver critical services for citizens all around the world. From local to state government, to education, to health and care, over 5,000 public bodies across the globe use our software to help provide critical services to over 100 million citizens. Our aspiration is to be a GovTech champion everywhere we work around the globe, supporting the needs of citizens and those that serve them every day. Building on 21 years of continuous growth and success, we're at a pivotal point on our journey to realise that aspiration. We're currently looking for a Payments Team Administrator to join our team, based out of our Amersham office. This role is key to supporting the smooth day to day operation of the payments function, helping manage inbound enquiries, processing payments, and ensuring administrative tasks are handled efficiently. You'll play an important role in maintaining excellent service standards while supporting both customers and colleagues. Why you'll love this role This is a great opportunity for someone who enjoys working in a fast paced administrative environment where organisation, communication, and attention to detail are essential. You'll be part of a collaborative and supportive team, handling a variety of administrative and customer facing tasks while helping ensure payments and queries are processed accurately and efficiently. If you're someone who enjoys keeping things organised and delivering excellent service, this role will give you the chance to make a real impact. Key Responsibilities Sort and distribute inbound post in a timely manner. Manage the company 'info' mailbox, responding to or redirecting enquiries as appropriate. Take card payments over the telephone and ensure accurate processing. Handle inbound calls and route queries to the relevant account manager where required. Assist with inbound customer queries relating to payments and accounts. Support daily administrative tasks including embassy and ICON processes. Contact self pay patients to collect outstanding payments. Scan, shred, and file documentation in line with internal processes. Provide general administrative and ad hoc office support as required. Experience & Skills Good all round IT skills, including Microsoft Office. Experience working in a busy office or administrative environment. Strong organisational skills and the ability to manage multiple tasks. Excellent attention to detail and accuracy. Confident and professional telephone manner. Numerate and literate, with the ability to process information accurately. Positive, proactive attitude with a 'can do' approach. Professional, honest, and trustworthy. Flexible and willing to support the wider team. A desire to learn, develop, and progress. Why this role is unique Opportunity to work within a supportive and collaborative team environment. A varied role combining administration, customer service, and payments support. The chance to develop valuable skills within a growing global organisation. We Want You to Bring Your Whole Self to Work There is no such thing as the perfect candidate, so if you think you have what it takes but don't necessarily meet every single point on the list above, please still get in touch. We'd love to have a chat and see if you could be a great fit. Why You'll Love Working with Us As a company, we're passionate about what we do and the citizens we serve. If you, too, want to champion the use of technology in public services to improve outcomes for citizens and public sector organizations, then Civica is the right place for you. We will help you unlock the best version of yourself, achieve career growth, and make a real difference to people and communities. We know that when our people are happy, they work better and have greater job satisfaction. Here's what you can expect: Time Off & Work-Life Balance 25 Days Annual Leave + bank holidays - plus the option to buy up to 10 extra days! Days of Difference - Up to 3 extra days off for volunteering. Financial Well being & Security Pension Contribution - 5% employer match to support your future. Income Protection - Up to 75% salary cover for long term illness. Life Assurance - 4x salary tax free lump sum. Critical Illness Cover - £25,000 lump sum (extendable to dependents). Health & Perks Private Medical Insurance - Fast access to private healthcare. Health Cash Plan - Claim back physio, therapies & more. Dental Insurance - Cover for routine & emergency care. Electric Vehicle (EV) Scheme - A wide range of electric & hybrid vehicles. Affinity Groups - Join employee led communities. Bounty Bonus - Refer a friend & get rewarded. At Civica, we are committed to building an inclusive and diverse workplace where everyone feels valued and supported. We believe that a variety of perspectives drives innovation and excellence, and we welcome applicants from all backgrounds, cultures, and experiences. We are an equal opportunity employer. We do not discriminate based on race, ethnicity, religion, gender, sexual orientation, disability, age, or any other legally protected characteristic. Our recruitment process is designed to ensure fairness and transparency, so every candidate has an equal chance to contribute to our mission. If you need any adjustments or accommodations to participate in our recruitment process, please let us know. We are here to support you.
