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- Tasks: Support the finance team with transactions, maintain records, and process invoices.
- Company: Join Epworth Education Trust, a family-focused academy trust with 10 primary schools.
- Benefits: Gain valuable experience while working towards your AAT qualification; flexible hours available.
- Other info: Work Monday to Thursday 9am-5pm and Friday 9am-4pm.
- Why this job: Be part of a supportive culture that values education and personal growth.
- Qualifications: No prior experience needed; just a willingness to learn and grow in finance.
Epworth Education Trust is a growing academy trust with currently 10 primary schools. At Epworth Education Trust, we are proud of our family atmosphere, and we strive not only to provide the highest quality of education but also to help our pupils become happy, successful, and well-rounded individuals. We want them to have the best start in life, and we are here to help them acquire the skills, knowledge, understanding, and ambition to prepare them for life beyond the classroom, ensuring that all our children achieve the very best that they can.
Position: Finance Assistant or Finance Officer, depending on qualification and skills.
Key Responsibilities:
- Providing support for key activities managed by the central finance transactional team.
- Operating relevant ICT and finance packages, including PSF, to manage financial transactions.
- Supporting the Finance Team in processing transactions in line with the Trust\’s Scheme of Financial Delegation and financial procedures, ensuring approval for transactions has been documented.
- Maintaining and updating financial information in the finance system to process purchase orders (POs).
- Matching invoices to purchase orders, identifying discrepancies, and taking follow-up action, seeking guidance from the Finance Team.
- Inputting invoice details on PSF in preparation for payment, ensuring they are appropriately matched to a PO and/or approved.
- Processing procurement card orders.
- Processing sales invoices as requested.
- Posting other ad-hoc income to the PSF.
- Ensuring accurate accounting records are kept for all transactions.
- Maintaining and updating financial records.
- Developing knowledge of routine financial procedures, the financial scheme of delegation, and financial regulations to ensure compliance.
- Providing reports and statistics, retrieving and collating information to a high standard.
- Supporting the transactional team in preparation for month-end processes.
- Responding independently to routine correspondence, seeking support for complex queries.
- Supporting the Finance Team with other projects and activities as required.
- Completing study and assignments to achieve the AAT qualification, in line with deadlines set by the apprenticeship provider.
Position Title: Assistant Accountant Level 3
Working Hours: Monday – Thursday 9am – 5pm, Friday 9am – 4pm
Reference: LNKD1_UKTJ
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Apprentice Finance Assistant employer: Epworth Education Trust
Contact Detail:
Epworth Education Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Apprentice Finance Assistant
✨Tip Number 1
Familiarise yourself with the financial software mentioned in the job description, particularly PSF. Having a basic understanding of how to navigate and use this system will give you an edge during the interview.
✨Tip Number 2
Research Epworth Education Trust and its values. Understanding their commitment to providing quality education and a supportive environment will help you align your answers with their mission during the interview.
✨Tip Number 3
Prepare to discuss your ability to handle financial discrepancies and your approach to problem-solving. Think of examples from your past experiences where you've successfully resolved similar issues.
✨Tip Number 4
Show enthusiasm for learning and professional development, especially regarding the AAT qualification. Be ready to explain how you plan to balance your studies with your responsibilities as an Apprentice Finance Assistant.
We think you need these skills to ace Apprentice Finance Assistant
Some tips for your application 🫡
Understand the Role: Read through the job description carefully to understand the key responsibilities and qualifications required for the Apprentice Finance Assistant position. Tailor your application to highlight how your skills and experiences align with these requirements.
Craft a Strong CV: Create a CV that showcases your relevant experience, education, and skills. Emphasise any previous roles or coursework related to finance, accounting, or administration. Make sure to format it clearly and keep it concise.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the role and the organisation. Mention specific reasons why you want to work at Epworth Education Trust and how you can contribute to their mission of providing quality education.
Proofread Your Application: Before submitting your application, thoroughly proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial in finance roles.
How to prepare for a job interview at Epworth Education Trust
✨Know Your Numbers
As an Apprentice Finance Assistant, it's crucial to demonstrate your understanding of basic financial concepts. Brush up on key terms like purchase orders, invoices, and financial regulations. Being able to discuss these confidently will show that you're ready for the role.
✨Familiarise Yourself with Relevant Software
The job mentions using ICT and finance packages, including PSF. If you have experience with similar software, be sure to mention it. If not, do a bit of research on PSF and other finance tools to show your willingness to learn and adapt.
✨Show Your Team Spirit
Epworth Education Trust values a family atmosphere, so highlight your ability to work well in a team. Share examples from past experiences where you've collaborated effectively or supported colleagues, as this aligns with their culture.
✨Prepare Questions
At the end of the interview, you'll likely have the chance to ask questions. Prepare thoughtful queries about the finance team's structure, ongoing projects, or opportunities for professional development. This shows your genuine interest in the role and the organisation.