At a Glance
- Tasks: Support financial operations, manage expenses, and ensure compliance with policies.
- Company: Join a leading financial services firm with a supportive team environment.
- Benefits: Competitive pay, flexible hours, and opportunities for professional growth.
- Other info: Fast-paced role with potential for career advancement.
- Why this job: Gain hands-on experience in finance while making a real impact.
- Qualifications: Proficiency in Microsoft Office and strong communication skills required.
The predicted salary is between 25000 - 32000 £ per year.
Role Overview: Working alongside the Senior Central Operations Assistant to support on the following activities:
- Barclaycard administration – ensure cardholder spend complies with policy.
- Expenses – review expenses for compliance.
- Banking administration – setting up payments and gaining final approval.
Key Roles and Responsibilities:
- Barclaycard
- Check all submissions for correct coding / VAT recovery / policy compliance.
- Liaise with cardholders to ensure all transactions are reviewed and submitted.
- Support cardholders on queries relating to card problems.
- Administration of new cardholder creation / cards cancellation.
- Recharge personal / out of policy spend as required.
- Undertake payments using virtual Barclaycards.
- Employee expenses – provide support to employee out of pocket expenses using Core HR
- Check VAT compliance and policy compliance.
- Ensure correct expense categories are selected.
- Support employees on expense queries and system guidance.
- Banking – create payments on the various banking platforms and obtain final approval including Barclays Precision pay.
- Foreign petty cash
- Review foreign petty cash requests and issue cash to employees.
- Ensure policy is followed and paperwork / receipts / cash is returned at the end of the trip.
- Ad hoc tasks to support month end process.
Skills/Experience/Knowledge needed:
- Experience required - Microsoft Outlook, Excel and Word.
- Strong communication and influencing skills.
- Ability to achieve high levels of accuracy whilst working under pressure.
- Experience of Oracle (EBS) an advantage.
Financial Services Assistant in Bury St Edmunds employer: JD GROUP
As a Financial Services Assistant at our company, you will thrive in a supportive and collaborative work environment that prioritises employee growth and development. We offer competitive benefits, including flexible working arrangements and opportunities for professional advancement, all while being part of a dynamic team dedicated to excellence in financial operations. Located in a vibrant area, our workplace fosters a culture of inclusivity and innovation, making it an ideal setting for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Assistant in Bury St Edmunds
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector on LinkedIn or at local events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial services. Think about how your skills with Microsoft Outlook, Excel, and Word can shine through. We want you to show off your communication skills and ability to work under pressure!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Use our website to find roles that excite you and match your skills. Tailor your approach to each company to stand out!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the Financial Services Assistant position.
We think you need these skills to ace Financial Services Assistant in Bury St Edmunds
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Assistant role. Highlight your experience with Barclaycard administration, expenses, and banking tasks. We want to see how your skills match what we're looking for!
Showcase Your Skills:Don’t forget to showcase your strong communication and influencing skills in your application. We value these traits highly, especially when it comes to liaising with cardholders and supporting employees with their queries.
Be Detail-Oriented:Accuracy is key in this role, so make sure your application reflects your attention to detail. Double-check for any typos or errors before hitting send. We appreciate candidates who take pride in their work!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at JD GROUP
✨Know Your Numbers
Brush up on your financial knowledge, especially around Barclaycard administration and expenses. Be ready to discuss how you would ensure compliance with policies and handle queries from cardholders.
✨Showcase Your Tech Skills
Familiarise yourself with Microsoft Outlook, Excel, and Word, as well as Oracle (EBS) if you can. Prepare examples of how you've used these tools in previous roles to achieve accuracy and efficiency.
✨Communicate Clearly
Strong communication is key for this role. Practice explaining complex processes simply and clearly, as you'll need to support employees with expense queries and banking tasks.
✨Stay Calm Under Pressure
This job requires working under pressure, especially during month-end processes. Think of examples from your past where you successfully managed tight deadlines or high workloads, and be ready to share them.
