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Business Entity Technician

Job title

Business Entity Technician

Job description

We are currently recruiting for a BE Technician for a permanent role based in Leeds. You should have 2-5 years of experience in insurance, accounting, or another financial services sector.

Responsibilities:

  • Monitor and resolve all BE queries received by the team
  • Perform all required call backs and produce management information to enable effective tracking
  • Manage the 3rd party funds held with brokers
  • Daily closure of expired KYC’s and third parties
  • Daily credit controller review of all active BE’s
  • Monthly rendering review of all active BE’s
  • Data entry
  • Ensure all department procedure documents are up to date
  • Participate in other projects and tasks as directed by the IBA & BE Team Manager
  • Verifying bank details & call backs

Skills:

  • 2-5 years of experience in insurance, accounting, or another financial services sector
  • Excellent attention to detail
  • Excellent communication skills
  • Ability to follow detailed process
  • Relationship building skills
  • Integrity and trustworthiness
  • Ability to work under pressure
  • IT proficiency
  • Ability to work as part of a team
  • Ability to combine work and study
  • Organisational and time management skills
  • A methodical approach
  • Numeracy
  • General business interest and awareness

If you have the skills and experience for this role please do apply now.


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