At a Glance
- Tasks: Support finance operations with bank reconciliations, invoice processing, and financial controls.
- Company: Join a leading bank with a focus on professional development.
- Benefits: Competitive salary, 25 days holiday plus your birthday off, and hybrid working.
- Other info: Enjoy free breakfast and develop your skills in a supportive 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 Assistant (AAT Trainee) in Wrexham employer: Chetwood Bank
As a Finance Operations Assistant at our Bank, you will thrive in a supportive and dynamic work environment that prioritises employee growth and development. With access to experienced finance professionals, comprehensive training, and a commitment to your AAT qualification, you'll gain invaluable skills while enjoying competitive benefits such as 25 days of holiday plus your birthday off, private health insurance, and hybrid working options. Join us to be part of a culture that values collaboration, innovation, and personal achievement in the heart of the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Operations Assistant (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 valuable personal connections can be in landing 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 related to finance operations so you can impress the hiring manager with your knowledge.
✨Tip Number 3
Showcase your skills! Bring along examples of your work or projects that demonstrate your organisational and time management abilities. We want to see how you can contribute to our finance team!
✨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 are proactive about their job search.
We think you need these skills to ace Finance Operations Assistant (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 Assistant 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 a regulated financial services environment.
Show Off Your Skills:Don’t hold back on showcasing your Microsoft Excel and Office skills. If you’ve got any experience with financial systems or previous office work, make sure to include that too. We love seeing candidates who can work accurately and methodically!
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 basic accounting principles and financial controls before the interview. Being able to discuss concepts like bank reconciliations and balance sheets will show that you're serious about the role and have a foundational understanding of what’s required.
✨Showcase Your Skills
Prepare examples of how you've used Microsoft Excel or other financial systems in previous roles or studies. If you’ve tackled any finance-related tasks, even in a school project, be ready to share those experiences to demonstrate your practical skills.
✨Ask Smart Questions
Come prepared with questions about the Finance Operations team and their processes. This shows your interest in the role and helps you understand how you can contribute. For instance, ask about the types of financial controls they have in place or how they handle month-end close activities.
✨Demonstrate Your Willingness to Learn
Express your commitment to studying for the AAT qualification and your eagerness to develop your skills. Mention any relevant training or courses you’ve undertaken, and highlight your enthusiasm for gaining practical experience in a regulated environment.
