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 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 employer: Naylor's Equestrian Llp
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 both professional and personal fulfilment. Join us to be part of a team that values your contributions and encourages you to reach your full potential.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Assistant in Bury
✨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 tailor your approach to each one.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Remind them why you’re the perfect fit for the Financial Services Assistant role.
We think you need these skills to ace Financial Services Assistant in Bury
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Services Assistant role. Highlight any relevant experience you have with Barclaycard administration, expenses, and banking tasks. We want to see how your skills match what we're looking for!
Show Off Your Skills:Don’t forget to showcase your Microsoft Outlook, Excel, and Word skills in your application. If you've got experience with Oracle (EBS), make that pop too! We love seeing candidates who can hit the ground running.
Be Clear and Concise:When writing your cover letter, keep it clear and concise. We appreciate straightforward communication, so get to the point while still showing your personality. Let us know why you're excited about this role!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep everything organised and makes sure your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Naylor's Equestrian Llp
✨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 have experience. Prepare examples of how you've used these tools in previous roles to achieve accuracy and efficiency.
✨Communicate Clearly
Strong communication is key in this role. Practice explaining complex processes simply and clearly. Think about times when you've had to influence others or resolve conflicts, and be ready to share those stories.
✨Stay Calm Under Pressure
This position requires working under pressure, especially during month-end processes. Prepare to discuss how you manage stress and maintain accuracy in your work, perhaps by sharing a specific example from your past experiences.
