At a Glance
- Tasks: Support finance operations with bank reconciliations, invoice processing, and accounting administration.
- Company: Join a reputable bank with a supportive finance team.
- Benefits: Enjoy competitive salary, 25 days holiday, and your birthday off!
- Other info: Hybrid working, private health insurance, and opportunities for professional growth.
- Why this job: Gain hands-on experience in finance while studying for your AAT qualification.
- Qualifications: GCSE Maths and English, commitment to AAT studies, and strong organisational skills.
The predicted salary is between 25000 - 30000 £ per year.
Reporting to the Finance Operations Manager, the Finance Operations Assistant will provide processing and administrative support to the Finance function of the Bank. You will support with a broad range of finance activities including bank reconciliations, invoice processing, accounting administration, balance sheet reconciliations and financial controls. You will work closely with experienced finance professionals to develop your accounting knowledge and gain practical experience within a regulated financial services environment.
Key Responsibilities
- Perform daily bank reconciliations and investigate reconciling items under supervision.
- Assist in maintaining accurate records of cash movements and business account balances.
- Support the investigation and resolution of unreconciled transactions and suspense account items.
- Process supplier invoices and assist with supplier statement reconciliations.
- Assist with the processing of operational payments and customer returns.
- Support the preparation and reconciliation of balance sheet accounts.
- Maintain accurate financial records and supporting documentation.
- Assist with month-end close activities and routine accounting processes.
- Help monitor and maintain finance operational controls and procedures.
- Support the Finance team in responding to audit requests and information requirements.
- Assist with the preparation of management information and reporting where required.
- Develop an understanding of the end-to-end finance processes across the Bank and provide support to colleagues as required.
- Study towards and successfully complete the AAT qualification.
- Develop an understanding of accounting principles, financial controls and regulatory requirements.
- Participate in training and development activities to build technical and professional skills.
Skills, Knowledge & Expertise
Essential
- GCSE Maths and English (Grade 4/C or above, or equivalent).
- A-levels, BTEC or equivalent qualification.
- Commitment to studying towards an AAT qualification.
Desirable
- Previous finance, administration or office-based work experience.
- AAT studies already commenced.
- Good Microsoft Excel and Microsoft Office skills.
- Strong organisational and time management skills.
- Good written and verbal communication skills.
- Ability to work accurately and methodically.
- Willingness to learn and develop new skills.
- Ability to work both independently and as part of a team.
- Basic understanding of accounting principles.
- Experience of working with financial systems.
- Experience in a regulated or professional services environment.
Job Benefits
- Competitive salary
- 25 days holiday PLUS your BIRTHDAY off
- Pension contribution with Royal London
- Life Assurance
- Private medical, dental and optical health insurance with Axa
- Hybrid working
- Free breakfast available
Finance Operations Administrator (AAT Trainee) employer: Chetwood Bank
Join a dynamic team in Wrexham as a Finance Operations Administrator (AAT Trainee) where you will receive comprehensive training and support from experienced finance professionals. Our commitment to employee growth is reflected in our competitive salary, generous holiday allowance including your birthday off, and a range of health benefits, all within a collaborative work culture that values learning and development. Experience the unique advantage of hybrid working while building a rewarding career in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Operations Administrator (AAT Trainee)
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Chetwood Bank. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Finance Operations Administrator (AAT Trainee)
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Chetwood Bank.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Chetwood Bank
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Chetwood Bank.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Chetwood Bank.
