Financial Accountant – Zurich

Job Purpose
The Financial Accountant will support the Operations Manager (OM) and is responsible for the administration of enquiries and renewals, assists wordings to the Underwriter and provides general administrative support as well as facility management.

Reporting Line
The Operation and Finance Assistant reports to the OM.

Job Activities

1. Accounting

  • Issuance and monitoring of invoices and cancellation notices,
  • Premium postings, processing and cash matching in Nexus,
  • Monetary transactions for the agency (excluding payroll),
  • Monthly brokerage settlement,
  • Support the OM and BM for financial reports,
  • Support the OM at monthly and quarterly closing process.

2. Underwriting

  • Support UW team in policy administration and renewal processing Draft policy wordings to be signed off,
  • Issuance of certificates and invoices,
  • Enter, maintain and quality control data in Nexus and other databases (spreadsheets etc).

3. Credit Control

  • Support premium credit control process including monitoring of endorsement and adjustment premiums,
  • Ensure that actions (e.g. notice of cancellation or offsets) are implemented.

4. General Administration

  • Travel planning, organisation of meetings and events, mailings,
  • Data and document filing,
  • Giving relevant information to client on phone and per email,
  • Support the OM and BM in preparing documents, presentations and events,
  • Liaise with Global’s IT department and secure stable environment.

5. Development

  • Gradually develop technical knowledge, attend internal or external courses or workshops (as appropriate).

Job Requirements

  • Commercial apprenticeship preferably in the financial services sector and/or several years of experience in finance and accounting.
  • Proficient language skills primarily in German AND English, French or any other language clearly an asset.
  • Interest in working in a small international team dealing with various interdisciplinary tasks.
  • Analytical, communicative and solution-minded work approach.
  • Resilience and pragmatic work attitude.
  • Practical computer skills in MS Office programs.

Please send your CV to with the subject line ‘Financial Accountant – Zurich’