At a Glance
- Tasks: Join a dynamic team handling daily finance tasks and client accounts.
- Company: A supportive business in Liverpool with a focus on teamwork.
- Benefits: 25 days holiday, health support, and various employee perks.
- Other info: Great opportunities for career progression and community involvement.
- Why this job: Kickstart your finance career while learning and growing in a vibrant environment.
- Qualifications: Experience in finance, Excel skills, and a positive attitude.
The predicted salary is between 28800 - 43200 £ per year.
Entry-level Finance Assistant
Department: Business Support
Employment Type: Permanent - Full Time
Location: Liverpool
Description
To work as part of a busy team to cover various areas to include daily bank reconciliations, month end process, daily banking receipts/cancellations. Assist with daily day to day finance duties.
Key Accountabilities
To manage and maintain our client accounts, ensure policies and procedures are in place at all times
- Complete daily bank reconciliations for all accounts
- Manage shared high volume email inbox as and when required
- Review client account balances on a daily basis and produce replenishment request if required
- Complete month end process for all clients
- Complete monthly VAT review
- Maintain client needs and deadlines
- Daily day to day finance queries from file handlers and clients
- Complete daily cheque run for all clients
- Complete daily BACS process for all clients
- Assist Senior Finance Assistant and Manager as required
Experience, Skills and Qualifications
- Experience of working in a busy Finance team.
- Ability to use Excel.
- To be able to maintain accuracy and attention to detail whilst dealing with high volumes.
- A positive attitude and strong work ethic that is keen to learn and explore new ideas.
- Well organised with the ability to prioritise.
- Ability to communicate effectively to team members, colleagues and clients.
Benefits
- Davies Incentive Plan
- 25 days holiday per year which increases with level of service (opportunity to buy & sell 3 days)
- Simply Health Care Cash Plan
- WeCare – 24/7 online GP, mental health support and virtual wellbeing covering a whole host of topics to do with health, mental health, wellbeing & healthy living and financial & legal wellbeing
- Death In Service – after 1 years’ service
- Pension Contribution based 5% Employee / 3% Employer
- Employee Resource Groups
- Employee Volunteering Programme
- Cycle to Work Scheme*
- Tech Scheme*
- Season Ticket Loan*
- Gym Flex*
- Access to Online Discount Sites
- Discounted Gourmet Society Membership
- Discounted Tickets for Merlin Attractions nationwide
- Discounts at local retail outlets
*after successfully completing probation
Entry-level Finance Assistant in Liverpool employer: Davies
As an Entry-level Finance Assistant at our Liverpool office, you will join a dynamic and supportive team dedicated to fostering your professional growth. We offer a comprehensive benefits package, including a generous holiday allowance, health and wellbeing support, and opportunities for employee volunteering, all within a vibrant work culture that values collaboration and innovation. With a focus on personal development and a commitment to maintaining a positive work environment, we are an excellent employer for those seeking meaningful and rewarding careers in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Entry-level Finance Assistant in Liverpool
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Davies.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Davies's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Entry-level Finance Assistant in Liverpool
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Davies
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
