Finance Operations Assistant - Hybrid, Growth Path

Chetwood Bank; United Kingdom; Hybrid; GBP 25,000 - 29,000; Full time

Benefits offered by this job

Competitive salary

Birthday off

Pension with Royal London

Life Assurance

Private medical insurance

Hybrid working

Free breakfast

Job summary

Chetwood Bank is seeking a Finance Operations Assistant in Wrexham to support the Finance Operations Manager across bank reconciliations, invoice processing, and accounting administration. You will work with experienced finance professionals to build your knowledge and contribute to financial controls, month-end activities, and regulatory compliance.

The role offers learning opportunities, with hybrid working and a path to take on greater responsibility as the Bank grows.

Qualifications

• GCSE Maths and English (Grade 4/C or above, or equivalent).
• A-levels, BTEC or equivalent qualification.
• Currently studying towards an AAT qualification, or experience of Finance.
• Previous finance, administration or office-based work experience. AAT studies already commenced.

Responsibilities

• Own and perform daily reconciliations of savings accounts, bank accounts, and related operational systems, ensuring discrepancies are identified and resolved in a timely manner.
• Investigate and resolve reconciling items, unreconciled transactions, and suspense account balances, escalating issues where appropriate.
• Take responsibility for specialist savings processes, ensuring transactions are processed accurately and in accordance with regulatory and internal requirements.
• Review, monitor, and improve savings reconciliation processes to enhance efficiency, accuracy, and control.
• Support the resolution of customer account queries relating to savings transactions and reconciliations.
• Assist in maintaining accurate records of cash movements and business account balances.
• Assist with the processing of operational payments and customer returns.
• Support the preparation and reconciliation of balance sheet accounts.
• Maintain accurate financial records and supporting documentation.
• Assist with month-end close activities and routine accounting processes.
• Support the Finance team in responding to audit requests and information requirements.
• Assist with the preparation of management information and reporting where required.
• Develop an understanding of the end-to-end finance processes across the Bank and provide support to colleagues as required.

Education

GCSE Maths and English (Grade 4/C or above, or equivalent).

A-levels, BTEC or equivalent qualification.

Currently studying towards an AAT qualification, or experience of Finance.

Previous finance, administration or office-based work experience. AAT studies commenced.

Job description

Chetwood Bank is seeking a Finance Operations Assistant in Wrexham to support the Finance Operations Manager across bank reconciliations, invoice processing, and accounting administration. You will work with experienced finance professionals to build your knowledge and contribute to financial controls, month-end activities, and regulatory compliance.

The role offers learning opportunities, with hybrid working and a path to take on greater responsibility as the Bank grows.