At a Glance
- Tasks: Support finance operations with bank reconciliations, invoice processing, and accounting administration.
- Company: Join a leading bank with a focus on professional development.
- Benefits: Competitive salary, 25 days holiday plus your birthday off, and private health insurance.
- Other info: Enjoy hybrid working and free breakfast in a supportive team environment.
- Why this job: Gain hands-on experience in finance while studying towards your AAT qualification.
- Qualifications: GCSE Maths and English, commitment to AAT studies, and strong organisational skills.
The predicted salary is between 30000 - 40000 £ 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) in Wrexham employer: Chetwood Bank
As a Finance Operations Administrator (AAT Trainee) at our Bank, you will be part of a supportive and dynamic work culture that prioritises employee growth and development. With access to experienced finance professionals, comprehensive training opportunities, and a competitive benefits package including 25 days holiday plus your birthday off, private health insurance, and hybrid working options, we are committed to fostering a rewarding environment where you can thrive in your finance career.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Operations Administrator (AAT Trainee) in Wrexham
✨Tip Number 1
Network like a pro! Reach out to finance professionals on LinkedIn or at local events. We can’t stress enough how important it is to make connections in the industry; you never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by practising common finance questions. We recommend doing mock interviews with friends or using online resources. The more comfortable you are, the better you'll perform when it counts!
✨Tip Number 3
Show your enthusiasm for the AAT qualification during interviews. We want to see that you're committed to learning and growing in your finance career. Share your study plans and how they align with the role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Finance Operations Administrator (AAT Trainee) in Wrexham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Finance Operations Administrator role. Highlight any relevant finance or administrative experience, 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 background makes you a great fit. Be sure to mention your eagerness to learn and develop within the finance sector.
Show Off Your Skills:Don’t hold back on showcasing your organisational and time management skills. If you’ve got experience with Microsoft Excel or financial systems, make sure to include that too! We love seeing candidates who are proactive and detail-oriented.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining the StudySmarter team!
How to prepare for a job interview at Chetwood Bank
✨Know Your Numbers
Brush up on your basic accounting principles and financial controls. Since the role involves bank reconciliations and invoice processing, being able to discuss these topics confidently will show that you're serious about the position.
✨Show Your Organisational Skills
Prepare examples of how you've managed tasks or projects in the past. The Finance Operations Administrator role requires strong organisational skills, so be ready to demonstrate your ability to work methodically and accurately.
✨Ask Smart Questions
Come prepared with questions about the finance processes at the Bank. This shows your interest in the role and helps you understand how you can contribute to the team while also learning from experienced professionals.
✨Highlight Your Willingness to Learn
Since this is an AAT Trainee position, emphasise your commitment to studying and developing your skills. Share any relevant experiences or courses you've taken that demonstrate your eagerness to grow in the finance field.