Finance Assistant Apprentice

Principle Responsibilities:

• Assist with processing invoices, expenses, and accounting transactions


• Support the preparation of financial reports and reconciliations


• Help maintain accurate financial records and documentation


• Contribute to month-end and year-end accounting activities


• Liaise with internal departments to resolve queries and ensure smooth financial operations


• Learn and apply accounting principles in line with AAT Level 2 studies

Communication:

• Communicate with all colleagues and external points of contact face to face, by telephone, or in writing in a clear, concise, and professional manner


• Interpret and respond clearly, effectively, and in a timely manner to requests for information from colleagues, managers, directors, and external agencies


• Understand business demands and expectations and deliver against these in line with the company’s high standards


• Communicate within the team, supporting others where necessary


• Contribute to team meetings and events as and when required


• Developing and manage relationships with internal and external stakeholders


• Following instructions and asking appropriate questions


• Ensure that all deadlines are met in a timely manner and people are kept informed of progress

Teamwork:

• Establish and maintain effective working relationships with colleagues, managers, and clients


• Ensure that all deadlines are met in a timely manner and clients/colleagues are kept informed of progress


• Demonstrate a “can do” attitude


• Support colleagues


• Contribute to formal and informal discussions with colleagues to generate new ideas and approaches


• Enjoy working as part of a team but be capable of working autonomously

Administration:

• Effectively using Microsoft Office applications, Word, Excel, and Outlook


• Data entry and filing alongside performing other routine clerical tasks as assigned


• Adhere to procedures relating to the proper use and care of equipment and materials for which the role has responsibility


• Scanning, printing, and running reports


• Understanding of financial IT systems


• Maintain accurate paper and electronic filing systems


• Competency in typing accurately


• Identify problems and respond in a timely fashion

Other:

• Pro-active approach to work


• Excellent attention to detail


• Have a willingness to go the extra mile and always strive to seek job satisfaction


• Ensuring own personal workspace is kept clean and tidy


• The company expects you to respect company property and to report any misuse of same to your immediate line manager


• Remain up to date with professional knowledge by participating in learning opportunities


• Ensure all Health & Safety procedures are effectively carried out


• To comply with the company handbook policies and procedures


• To promote equality, diversity and inclusivity


• To undertake any other duties appropriate within the remit of the role


• Ensure any issues concerning quality and customer care are reported to management