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- Tasks: Gain hands-on experience in trust accounting and financial reporting while collaborating with diverse teams.
- Company: Join a dynamic firm focused on client reporting and fiduciary services.
- Benefits: Opportunity for ACCA qualification support, competitive salary, and career growth.
- Why this job: Kickstart your accounting career with practical experience and professional development.
- Qualifications: Strong academic background and analytical skills; A-levels or university study preferred.
- Other info: Work in a multicultural environment with opportunities for process improvement and automation.
The predicted salary is between 500 - 1500 £ per month.
Working within a Client Reporting team, this trainee role provides practical experience in trust accounting, reconciliations and financial reporting. This position would ideally suit someone with strong academic foundations who is keen to develop a long-term career in accounting or fiduciary services!
Location
Duties for this role include, but are not limited to:
- Maintaining accurate and timely accounting records for trust and company structures.
- Reconciling accounting records to portfolio statements received from financial institutions.
- Assisting with the preparation of financial statements in line with relevant accounting standards and regulatory requirements.
- Supporting quarterly and annual investment monitoring processes.
- Coordinating with internal teams and liaising with external stakeholders, including advisers, bankers and lawyers, alongside Client Services.
- Participating in process improvement, automation and system development initiatives within Client Reporting and Investment Monitoring.
- Supporting the management and use of automated data feeds from third-party custodians.
- Assisting with ad hoc reporting and accounting tasks as required.
Skills / Qualifications
The ideal candidate will have academic results sufficient to commence the ACCA qualification, either through university-level study or strong A-level results. They will be analytically minded, detail-oriented and comfortable working with numbers, with well-developed IT skills and a strong working knowledge of Microsoft Excel. Excellent communication skills are essential, alongside the ability to work collaboratively within a team and engage with stakeholders at varying levels of seniority in a multicultural environment. Previous exposure to bookkeeping, accounting, private banking or the fiduciary sector would be advantageous but is not essential. Fluency in English is required, with additional languages considered a plus.
Trainee Client Reporting Trust Accountant employer: Leapfrog Recruitment Consultants
Contact Detail:
Leapfrog Recruitment Consultants Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Client Reporting Trust Accountant
✨Tip Number 1
Network like a pro! Reach out to people in the accounting and fiduciary services sectors. Use LinkedIn to connect with professionals and join relevant groups. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions related to trust accounting and financial reporting. We recommend doing mock interviews with friends or family to build your confidence and refine your answers.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights any relevant projects or coursework. If you've done any bookkeeping or accounting tasks, include those as well. This will help you stand out when applying through our website.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Trainee Client Reporting Trust Accountant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Client Reporting Trust Accountant role. Highlight any relevant coursework or projects that showcase your analytical and detail-oriented nature.
Showcase Your IT Skills: Since strong IT skills are essential, especially in Microsoft Excel, don’t forget to mention any specific software or tools you’re familiar with. We want to see how tech-savvy you are!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about accounting and fiduciary services. Share your career aspirations and how this role fits into your long-term goals. Make it personal!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Don’t miss out on this opportunity!
How to prepare for a job interview at Leapfrog Recruitment Consultants
✨Know Your Numbers
Since this role is all about trust accounting and financial reporting, brush up on your accounting principles and be ready to discuss them. Familiarise yourself with key terms and concepts that are relevant to the job description, as this will show your enthusiasm and understanding of the field.
✨Showcase Your IT Skills
With a strong emphasis on Microsoft Excel and IT skills, prepare to demonstrate your proficiency. Consider bringing examples of how you've used Excel in past experiences or projects, and be ready to discuss any relevant software you’ve worked with that could benefit the team.
✨Communicate Effectively
Excellent communication skills are essential for this role. Practice articulating your thoughts clearly and concisely. Think about how you can engage with different stakeholders, and prepare examples of how you've successfully collaborated in a team setting or dealt with various levels of seniority.
✨Be Ready for Process Improvement Ideas
This position involves participating in process improvement initiatives, so come prepared with ideas! Think about any inefficiencies you've noticed in previous roles or studies and how you might suggest improvements. This shows initiative and a proactive mindset, which employers love!
