At a Glance
- Tasks: Support the Accounts department with billing, client records, and general administration.
- Company: Join a friendly team at David Allen, a leading business support provider.
- Benefits: Enjoy flexible working, enhanced leave, birthday off, and free financial advice.
- Other info: Great career growth opportunities in a supportive environment.
- Why this job: Be part of a dynamic team delivering high-quality service to clients and colleagues.
- Qualifications: Strong numerical skills and attention to detail; experience in accounts is a plus.
The predicted salary is between 24000 - 25989 £ per year.
We are looking for an organised, proactive and friendly Accounts Administration Assistant to join our team in our Workington office. This is a fantastic opportunity for someone who takes pride in accuracy, enjoys supporting others and wants to play an important part in delivering a high level of service to both clients and colleagues.
About the Role
You will support the day‑to‑day running of our Accounts department, working closely with the wider team to help with billing, client records, document production, client onboarding and general administration.
Key Responsibilities
- Assist with departmental billing, sending fees to clients in a timely manner and supporting the team to ensure work is processed accurately and efficiently.
- Produce letters, invoices, forms and documents; collate information from clients and providers, maintain accurate records, and support routine administration tasks.
- Communicate with HMRC on behalf of clients when required.
- Help improve systems, processes and the overall client experience while ensuring all communications are professional, timely and in line with David Allen brand guidelines.
- Use Word, Outlook and Excel; be comfortable working with IT systems; communicate clearly by telephone, email and letter.
Qualifications
- Strong numerical skills, accuracy and attention to detail.
- Experience in an accountancy firm, a Business Administration qualification or experience using document and record filing systems is beneficial but not essential.
- Well‑organised, proactive, friendly and professional.
Benefits
Our benefits are competitive, from flexible working to enhanced annual leave (with service), a day to charity, your birthday off, free financial advice and 4% employer pension contribution.
About David Allen
Established in 1997 with a team of over 150 dedicated professionals working from our offices in Carlisle, Dalston, Dumfries, Penrith and Workington. We provide a full business support package to clients in Cumbria, Southwest Scotland and further afield, specialising in Accountancy, Tax, Financial Services, Agriculture, IT solutions, Debt Recovery, Payroll and Wills and Probate.
Accounts Administration Assistant in Workington employer: David Allen
David Allen is an excellent employer, offering a supportive and collaborative work culture in our Workington office. With competitive benefits such as flexible working hours, enhanced annual leave, and opportunities for professional growth, we prioritise employee well-being and development while ensuring a high level of service to our clients. Join us to be part of a dedicated team that values accuracy, teamwork, and a positive client experience.
StudySmarter Expert Advice🤫
We think this is how you could land Accounts Administration Assistant in Workington
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like David Allen. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Accounts Administration Assistant in Workington
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to David Allen.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on David Allen's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at David Allen
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with David Allen.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at David Allen will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former David Allen employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
