AAT Apprentice Finance Assistant

Key Duties and Responsibilities:

• Work with high standards of accuracy and compliance in line with the Trust policies and procedures following standard operating procedures and identifying areas for improvement.

• Assisting with budget holder requests and queries including goods to be returned, ensuring queries are dealt with promptly and effectively.

• To respond to finance queries via email, Microsoft teams and over the phone, supporting with the running of the finance helpline as required.

• Process orders and invoices for goods and services, using the Finance software.

• Process card payments• Attaching documents to the finance system electronically

• Monitor budgets in relation to overspend and scheme of delegation.

• Ensure all orders are delivered in the agreed timescales, deliveries match the purchase orders and any discrepancies are queried with the supplier.

• Process staff and student expenses.

• Administer credit card transactions.

• Provide routine administrative

Training:

Foundation covers the basic principles of accountancy, and is your starting point if you’ve never studied accountancy before. You’ll learn the basic principles of accountancy, such as double-entry bookkeeping, costing and preparing financial statements, as well as how to use accountancy software. This level is ideal if you’re new to accountancy and finance, have previously worked in an accounts department, or are looking to change your career into Accountancy. To pass this level, you'll be examined on five units. All assessments are computer-based exams (CBE). The area you will cover include: Bookkeeping transactions. Bookkeeping controls. Elements of costing. Using accounting software. Foundation Synoptic Assessment. Training will be provided either via classroom or remote sessions. An apprenticeship has to be relevant to the job you are undertaking and you must dedicate 20% of their time towards it.

Training Outcome:

Progression to Finance Assistant.
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Employer Description:
Welcome to Beckfoot Trust. We are a medium-sized family of 10 Bradford District schools, secondary, primary and special. Our people: colleagues, students, families and their context matters.

Working Hours :
Monday to Friday

Skills:
Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative