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 on operations.
- 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 employer: JD GROUP
As a Financial Services Assistant at our company, you will thrive in a supportive and collaborative work environment that values accuracy and attention to detail. We offer competitive benefits, opportunities for professional growth, and a culture that encourages open communication and teamwork, all set in a vibrant location that fosters both personal and career development.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Assistant
✨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 JD GROUP. 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 Financial Services Assistant
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 JD GROUP.
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 JD GROUP'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 JD GROUP
✨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 JD GROUP.
✨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 JD GROUP 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 JD GROUP 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.
