Operations Assistant (Finance)

Company profile -  Insurance  
This boutique firm is recognised as a leading provider of specialist insurance, investment and financial services in the Lloyd's insurance market.  Our client manages over £5 billion of underwriting each year, making it one of the most influential advisers in the sector.
 
Their expertise covers Lloyd's Members' Agency services, underwriting, insurance company administration, audit, tax, and consultancy.
 
Job description - Operations Assistant
In this grad role, you'll support the day-to-day operations of corporate clients within the Lloyd's insurance market.
You'll join a highly experienced team that supports all aspects of client administration - from banking and compliance to tax returns, data reconciliation and financial reporting. To perform in this role, you must be a confident Excel user, having used VLOOKUPs and Pivot tables in a professional capacity.
 
You'll gain exposure to a broad range of financial operations while developing in-depth knowledge of the Lloyd's insurance structure and the wider financial services ecosystem.
 
Key responsibilities - Graduate Client Services Executive

• Assist with regular reconciliation of banking records and daily banking operations.
• Help manage the annual bulk settlement of Lloyd's Limited Vehicle (LLV) expenses.
• Update and maintain internal systems - tracking loans, reserves and third-party transactions.
• Collate and dispatch high-volume client mailings accurately and on time.
• Assist in the annual collection of client fees and monitor outstanding balances.
• Contribute to the preparation of year-end client result statements and financial data.
• Ensure compliance with regulatory and Lloyd's reporting deadlines.
• Participate in key internal and external working groups and projects as directed by senior management.

 
What we're looking for - Operations Assistant

• A 2:1 degree (or equivalent) in a numerate, business or finance-related subject.
• Confident Excel user - Pivot tables, VLOOKUPs are a must
• Strong interest in finance, insurance, or legal administration.
• Excellent attention to detail and strong numerical skills.
• Confident communicator who enjoys working in a team and building professional relationships.
• Highly organised with strong time management skills.
• Comfortable working with large sets of data and learning new systems.

 
Benefits - Graduate Client Services Executive

• £32,000  - £34,000 competitive starting salary.
• Hybrid working (following initial training).
• Collaborative, supportive team environment.
• City-based offices in a prime location.
• Exposure to high-value corporate clients and the Lloyd's market.
• Clear progression route into specialist or client-facing roles.

 
Interested in Graduate Finance jobs or Client Services positions in London? Ready to launch your career in the legal insurance industry with a market-leading firm