At a Glance
- Tasks: Support financial operations and ensure compliance with policies while assisting cardholders.
- Company: Join a leading financial services firm with a focus on teamwork and innovation.
- Benefits: Competitive pay, flexible hours, and opportunities for professional growth.
- Other info: Fast-paced environment with potential for career advancement.
- Why this job: Gain hands-on experience in finance and make a difference in daily 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 in Suffolk employer: JD GROUP
As a Financial Services Assistant, you will thrive in a dynamic and supportive work environment that prioritises employee growth and development. Our company offers comprehensive training programmes, a collaborative culture, and competitive benefits, all set in a vibrant location that fosters innovation and teamwork. Join us to be part of a forward-thinking organisation that values your contributions and encourages a healthy work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Assistant in Suffolk
✨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 strong communication skills!
✨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, especially in banking administration and expenses management.
✨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 team.
We think you need these skills to ace Financial Services Assistant in Suffolk
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience that matches the Financial Services Assistant role. We want to see how your skills in Microsoft Outlook, Excel, and Word can shine through!
Craft a Compelling Cover Letter:Your cover letter is your chance to show us your personality! Explain why you're excited about the role and how your previous experiences make you a great fit for our team.
Showcase Your Attention to Detail:Since accuracy is key in this role, give examples in your application where you've successfully managed tasks under pressure while maintaining high standards. We love seeing that attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website. 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 employee expenses. Be ready to discuss how you would ensure compliance with policies and handle queries related to card problems.
✨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 under pressure.
✨Communicate Clearly
Strong communication is key for this role. Practice explaining complex processes simply and clearly. Think about how you would support cardholders and employees with their queries during the interview.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, like reviewing expenses or managing foreign petty cash. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your problem-solving skills.
