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Financial Services

Finance Assistant – 6 months


  • Salary: Up to £18,000
  • Location: Birkenhead
  • Contract: Permanent

Working for this established and growing organisation, the Finance Assistant will be working on a 6-month contract. The Finance Assistant will work under the supervision of the Financial Accountant, to provide a professional customer focused financial service, ensuring that the most effective systems and processes are followed at all times. Exceeding customer expectations wherever possible and operating with the FCAs regulatory framework. The Finance Assistant will be rewarded with 25 days’ holidays plus Bank Holidays. The company are based close to Hamilton Square train station, so easily accessible from Liverpool. 
To apply for the Finance Assistant role, you will have experience of working within a Finance team, operating similar processes and systems, gained within a professional office environment. You will possess a strong working knowledge of MS Word, Excel and Outlook. The Finance Assistant must be able to pass a satisfactory credit check. 
Overview of Responsibilities:- 

Responsible for responding to client queries, preparing invoices, statements and investigating receipts using the information provided with all internal systems which correctly reflect the payment terms agreed. 
Managing the allocation of daily cash receipts into the client bank accounts recording the receipts in our core system within agreed service level agreements. 
Handling credit and debit card payments via telephone in conjunction with other team members. 
To support the wider department with adhoc projects to improve processes and development within the team and company 
Responsible for petty cash and other monthly bank reconciliations as requested 
Support other departments with financial queries and providing up-to-date information for clients, account managers and customer service members 
To provide assistance to all other members of the finance team when applicable. 

Essential Skills: 

At least 12 months experience within a professional office environment within a Finance team, operating similar processes and systems 
Previous experience of invoicing and handling payments over the phone 
Excellent verbal and written communication skills, specifically call handling and constructing emails 
High level of interpersonal skills, with an ability to deal with people at all levels including senior management 
Demonstrate ability to use own initiative and flexible in personal approach 
Ability to prioritise work to meet targets and take ownership of ad-hoc tasks 
Microsoft Office, including Excel and Word to a good level 

Keywords: Accounts, finance, FCA, invoices, reconciliations 
Unfortunately due to time restrictions we cannot respond to every applicant, in the event that we haven’t contacted you within 48 hours please take it you have not been successful for this particular role, but your details will be kept on file and considered for all future vacancies.
We are acting on behalf of the client as an Employment Business in relation to this vacancy.
We are an equal opportunities agency and welcome applicants from all backgrounds.

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