At a Glance
- Tasks: Support finance operations with bank reconciliations, invoice processing, and financial controls.
- Company: Join Chetwood Bank, a forward-thinking digital bank focused on simplicity and efficiency.
- Benefits: Enjoy 25 days holiday, your birthday off, and private health insurance.
- Other info: Hybrid working options and free breakfast available!
- Why this job: Gain hands-on experience in finance while studying for your AAT qualification.
- Qualifications: GCSE Maths and English required; commitment to AAT studies essential.
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 and 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.
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
About Chetwood Bank
We are a UK-based digital bank dedicated to getting the basics right and offering straightforward savings and mortgages.
Finance Operations Assistant (AAT Trainee) - Wrexham employer: Chetwood Bank
Chetwood Bank is an exceptional employer for those looking to kickstart their finance career in Wrexham, offering a supportive work culture that prioritises employee development and growth. With competitive benefits including 25 days of holiday plus your birthday off, private health insurance, and opportunities to study towards an AAT qualification, you will gain invaluable experience while working alongside seasoned finance professionals in a dynamic digital banking environment.
StudySmarter Expert Advice🤫
We think this is how you could land Finance Operations Assistant (AAT Trainee) - Wrexham
✨Tip Number 1
Network like a pro! Reach out to finance professionals on LinkedIn or at local events. A friendly chat can open doors and give you insights into the role that you won't find in job descriptions.
✨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 shine when it counts!
✨Tip Number 3
Show your enthusiasm for the AAT qualification! Talk about your study plans and how they align with the role. Employers love candidates who are eager to learn and grow within their field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Finance Operations Assistant (AAT Trainee) - 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 the 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 skills! If you’ve got good Microsoft Excel and Office skills, make sure to include examples of how you’ve used them in previous roles. This will help us see how you can contribute to our team right away.
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 submit all your documents in one go. 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 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. This could be from previous work experience or even during your studies. Highlighting your strong organisational and time management skills will resonate well with the interviewers.
✨Familiarise Yourself with Financial Systems
If you have any experience with financial systems or software, make sure to mention it. Even if it's just basic knowledge of Microsoft Excel, being able to demonstrate your comfort with technology can set you apart from other candidates.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the role or the finance team. This shows your genuine interest in the position and helps you understand how you can contribute effectively. Plus, it gives you a chance to engage with the interviewers on a deeper level.
