Finance Assistant

Jobtailor; Liverpool; On-site; GBP 22,000 - 28,000; Full time

Job summary

Jobtailor in Liverpool is seeking a diligent Finance Assistant to join our busy finance team. You will handle daily bank reconciliations, manage a shared inbox, review client balances, and assist with month-end and VAT processes. The role is based at Liverpool St Paul’s Square and requires careful, accurate work across high volumes.

Working hours are 35 per week, Monday to Friday, 9am–5pm. The successful candidate will be proactive, well organized, and able to communicate effectively with team

Qualifications

• Experience in a busy finance team.
• Proficient in Excel.
• Maintain high accuracy and attention to detail in high-volume work.
• Well organized with strong prioritisation.
• Effective communication with team, colleagues and clients.

Responsibilities

• Manage and reconcile daily bank accounts.
• Handle shared email inbox and respond to queries.
• Review client balances daily and issue replenishments as needed.
• Perform month-end processes and VAT reviews.
• Support Senior Finance Assistant and Manager as required; work from Liverpool location.

Skills

Excel

Attention to detail

Communication skills

Job description

Overview

• To manage and maintain our client accounts, ensure policies and procedures are in place at all times.
• Complete daily bank reconciliations for all accounts.
• Manage shared high volume email inbox as and when required.
• Review client account balances on a daily basis and produce replenishment request if required.
• Complete month end process for all clients.
• Complete monthly VAT review.
• Maintain client needs and deadlines.
• Daily day to day finance queries from file handlers and clients.
• Complete daily cheque run for all clients.
• Complete daily BACS process for all clients.
• Assist Senior Finance Assistant and Manager as required.
• Primary location for this role is Liverpool St Paul’s Square.

Requirements

• Experience of working in a busy Finance team.
• Ability to use Excel.
• To be able to maintain accuracy and attention to detail whilst dealing with high volumes.
• A positive attitude and strong work ethic that is keen to learn and explore new ideas.
• Well organised with the ability to prioritise.
• Ability to communicate effectively to team members, colleagues and clients.

Working Hours and Location

• Working Hours: 35 hours per week, Monday – Friday 9am – 5pm with 1 unpaid hour for lunch.
• Location: Liverpool St Paul’s Square.