At a Glance
- Tasks: Support finance operations with bank reconciliations, invoice processing, and financial controls.
- Company: Join a leading bank with a supportive finance team.
- Benefits: Competitive salary, 25 days holiday, birthday off, and private health insurance.
- Other info: Enjoy hybrid working and free breakfast in a dynamic environment.
- 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 Assistant (AAT Trainee) employer: Chetwood Bank
Join our dynamic team in Wrexham as a Finance Operations Assistant (AAT Trainee) and experience a supportive work culture that prioritises employee growth and development. With competitive salaries, generous holiday allowances including your birthday off, and comprehensive health benefits, we are committed to fostering a rewarding environment where you can enhance your accounting skills while working alongside experienced professionals in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Operations Assistant (AAT Trainee)
✨Tip Number 1
Network like a pro! Reach out to finance professionals on LinkedIn or at local events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Finance Operations Assistant role.
✨Tip Number 2
Prepare for interviews by brushing up on your accounting principles and financial controls. We recommend practising common interview questions and even doing mock interviews with friends to boost your confidence.
✨Tip Number 3
Show your enthusiasm for the AAT qualification! During interviews, let them know how committed you are to your professional development. We love seeing candidates who are eager to learn and grow in their finance careers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always on the lookout for passionate individuals ready to dive into the world of finance.
We think you need these skills to ace Finance Operations Assistant (AAT Trainee)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Finance Operations Assistant role. Highlight any relevant experience, especially in finance or administration, and don’t forget to mention your commitment to studying for the AAT qualification!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your skills align with what we’re looking for. Keep it concise but engaging – we want to see your personality!
Show Off Your Skills:Don’t be shy about showcasing your skills! If you’ve got good Microsoft Excel and Office skills, or any experience with financial systems, make sure to mention them. We love seeing candidates who are ready to hit the ground running!
Apply Through Our Website:We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Chetwood Bank
✨Know Your Numbers
Brush up on basic accounting principles and financial terminology. Since the role involves bank reconciliations and invoice processing, being able to speak confidently about these topics will show your understanding and commitment to the finance field.
✨Show Your Enthusiasm for Learning
Make it clear that you're eager to study towards the AAT qualification. Share any relevant experiences or courses you've taken, and express your excitement about developing your skills in a regulated financial environment.
✨Prepare for Practical Scenarios
Think of examples from your past experiences where you demonstrated strong organisational skills or resolved discrepancies. Be ready to discuss how you would handle specific tasks like bank reconciliations or invoice processing during the interview.
✨Ask Insightful Questions
Prepare thoughtful questions about the Finance team’s processes or the company’s approach to financial controls. This shows your genuine interest in the role and helps you understand how you can contribute effectively.
