Finance Assistant Apprentice

You will be providing comprehensive support with the maintenance of accurate financial records to the Management Accountant and Finance Manager to assist the company to maintain client relations with existing customers, suppliers, and business associates. You will also undertake related works as designated by the Finance Manager to meet company targets. Your role will require exceptional ability to coordinate, plan and organize your daily tasks independently.

Key Tasks and Responsibilities

Weekly Credit Control of clients’ accounts Liaising with all new clients to establish and develop client rapport Handling incoming finance queries and use own initiative to problem solve Creating and sending sales invoices Processing weekly direct debit collection submissions Bank reconciliations Maintaining the CRM system (Hubspot) and ensuring consistency with accounting system (Xero) Contributing towards personal and departmental objectives Liaising with the Finance Department team and the wider company teams Providing wider Finance Department with support and assistance with any ad hoc tasks Shredding and storing confidential/sensitive documentation

Training:

Formal training is delivered at HWGTA, located in Worcester (WR4 9GN).

You will receive training one day per week which is a combination of face-to-face and remote, as per your assigned training plan. - 

Additional training for functional skills in English and Maths will be undertaken if needed.

You will receive monthly visits from your assigned Learning and Development Specialist, who will set you work, monitor your development and wellbeing, and discuss training sessions. They will also prepare you for your End Point Assessment to gain your Assistant Accountant level 3 qualification.

There is also a five-day teambuilding residential trip that is held in the spring of each year offered to all apprentices on programme.

Training Outcome:
This position could lead to a permanent position within the organisation.

Employer Description:
An established family run business providing quality management systems for businesses across a wide variety of sectors. We have a strong company ethos based around our core values: display Positivity, Passion and Professionalism; be Dynamic and Deliver; always Authentic and Approachable. These values are reflected in our relations with our clients, suppliers and employees alike.

Working Hours :
Monday to Thursday, 9.00am to 5.00pm. Friday, 8.30am to 4.30pm.

Skills:
IT skills,Organisation skills,Problem solving skills,Number skills,Team working,Results Driven,Highly self-motivated,Flexible approach,Innovative and adaptable