Apprentice Business & Finance Administrator

THE ROLE

During your first few weeks, you will have a full induction to our firm, and training on all the systems that you will be using on a day-to-day basis. These include Office 365, and other relevent packages.

This is an extremely varied role in which you will need to have a flexible mindset and a willingness to learn and update your skillset regularly. We are a very technology-orientated firm, so our ideal candidate is someone who would enjoy engaging with new technologies in the accountancy sector and is committed to producing the high quality of data that such technologies require.

You will also undergo the basic training required of all staff members. This includes our telephony protocols, how to assist visitors, (those with appointments and walk-ins) and how to maintain client records.

Initially reporting to the Directors’ PA, your key duties will begin with:

Directing client enquiries on the phone/by email Set up meetings and greet visitors Scan client paperwork into digital document files Update computer records

If you show an interest in accounting, you could learn about the preparation of financial accounts, interpretation of financial data and accounting and tax legislation. After completing this apprenticeship, progression then may be towards the AAT apprenticeship.

Training:

Overview of Customer Service Practitioner Level 2 Apprenticeship Standard.

The role of a customer service practitioner is to deliver high quality products and services to the customers of their organisation.

Your core responsibility will be to provide a high-quality service to customers.

The standard covers the following:

Knowledge

Knowing your customers Understanding the organisation Meeting regulations and legislation Systems and resources Your role and responsibility Customer experience Product and service knowledge 

Skills

Influencing skills Communication Interpersonal skills Personal organisation Dealing with customer conflict and challenge 

Behaviours / Attitude

Developing self Being open to feedback Team working Equality – treating all customers as individuals Presentation – dress code, professional language “Right first time” 

You will complete an End Point Assessment this will involve the following:

Showcase/Portfolio Interview Practical Observation Professional discussion

You are given one day per week as time off to study; you will attend Kirklees College in Huddersfield to attend classes face to face and via teams to complete work for your apprenticeship.

The study day is a Wednesday.

Training Outcome:

Opportunity to advance your career in your chosen field through the apprenticeship system, after successful completion of a three-month probation period.  We are an ICAEW and ACCA approved training firm and offer a range of training routes in accountancy, tax, payroll and business administration.

Employer Description:
TaxAssist Accountants can do more for you, your business and your family. Our local and personal services go way beyond tax and accounting to provide businesses and individuals with expert advice, all from under one roof. Our accountants provide bespoke, jargon free, professional advice to help you fulfil your ambitions and also save you time and money. Our friendly team welcome you to attend a free initial meeting to discuss your circumstances and understand your goals. Our experienced accountants are here to do more for you through a range of services including; Business Accounting Tax Returns Tax Planning Bookkeeping VAT Returns Payroll Advice for growing business Financial Planning - pensions and investments, mortgages and protection We partner with accounting software providers Dext, QuickBooks and Xero, to help you keep control of your figures 24/7, wherever you are. Our upfront, competitive fees mean you will be confident that you are getting the best value advice, with no hidden surprises. Some of the clients we work with include: Individual taxpayers Sole traders Limited company directors Partnerships Property Landlords Contractors And many more

Working Hours :
Monday to Friday; shifts TBC

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Good attendance,Good timekeeping