Answering the phone and reading/sending emails to clients.
Meeting and greeting clients when they come into the office.
Providing refreshments to visitors, if required.
Organising meetings.
Minuting meetings.
Photocopying, scanning and filing.
Data entry, typing documents and raising invoices.
Ensuring that accounts are accurately monitored and recorded.
Client engagement.
Be able to work under your own initiative and have the ability and willingness to acquire job-related knowledge through self-development and by learning from others.
Providing excellent customer services to our clients, through incoming and outgoing calls, emails and face-to-face meetings.
Processing receipts, sales invoices and payments.
Maintaining financial records which accurately record the business’ incoming and outgoing finances.
Completing VAT return forms.
Ensuring that accounts are accurately monitored and recorded.
Dealing with a company’s payroll by processing wages and employee expense claims.
Using VT Software to complete end of year accounts, assistance with independent examination, PAYE, filling, charity registration, policies and governance, and other general duties needed as part of the work in a small practice.
Professional Development/Training
The Apprenticeship Training Programme forms part of your duties as well as helping with your personal and professional development; the requirements to complete the programme are as follows:
Attend and be punctual for all induction, work-based training/support sessions and AAT lessons.
Complete all required assignments, build up your portfolio of evidence, on-going.
Access support from your tutor/assessor, manager and other college staff and attend mentoring sessions
The above is not an exhaustive list of duties, and you will be expected to perform different tasks as necessitated by the organisation which is relevant to your post within the company to meet the overall business objectives. Training:What training will the apprentice take and what qualification will the apprentice get at the end?
Accounts Finance Assistant Standard Level 2:
The Accounts / Finance Assistant is responsible for assisting the team of accountants with junior accounting duties. These can vary massively depending on the team structure and size of business.
An Accounts / Finance Assistant’s work could include basic bookkeeping activities, working with sales and purchase ledgers, running calculations to ensure that records and payments are correct, recording of cash and data entry.
Accounts / Finance Assistants can work in almost any sector. Potential employers include corporate businesses, sole traders, partnerships, Public Sector, not-for-profit organisations and educational institutions. Accounts / Finance Assistants may work in-house for an organisation, or they might work for an accountancy firm, bookkeeping practice, Shared Service provider, self-employed or on behalf of several different clients.
Requirements:
All Accounts / Finance Assistants will demonstrate the following Knowledge, Skills and Behaviours
Knowledge:
Accounting Systems and Processes
General Business
Understanding your Organisation
Basic Accounting
Ethical Standards
Skills:
Attention to Detail
Communication
Uses Systems and Processes
Personal Effectiveness
Behaviour:
Personal Development
Team Work
Customer Focus
Professionalism
The AAT (Association of Accounting Technician) Certificate in Accounting Level 2 is as part of this apprenticeship standard.
You will attend Kirklees College, Waterfront Centre, one day per week. Training Outcome:
Level 3 Accounting qualification
Full time employment
Employer Description:Supporting Charities in their Governance, Accounting and Training needs. We are here to make sure your charity reflects the great work it does in their accountability and transparency, by providing support tailored to your charity’s needs. Most charities do a great job at what they do but need that little extra help. You can be rest assured that we are in the office taking care of your day to day accounting needs, it maybe ends of year accounts, independent examinations and audits, PAYE, pensions, tax, gift aid.Working Hours :Monday to Friday, 30 hours including study time - times to be agreed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Creative....Read more...
