Trainee Administration Clerk

Jobwise Ltd; Stockport; On-site; GBP 23,000; Full time

Job summary

A family-owned firm in Stockport is looking for a Trainee Administration Clerk to join their finance team. The role requires accuracy, attention to detail, and basic Excel skills. You will be responsible for tasks like Excel-based checks on refunds and verification of payments. The ideal candidate is organised, proactive, and has an interest in a finance career. This entry-level position offers a salary of £22,932, training opportunities, and a supportive work environment.

Benefits

Salary increments after 1 & 2 years

20 days holiday + 8 bank holidays

Weekly fruit boxes

Christmas hamper

Staff discounts

Opportunity to gain finance qualifications like AAT

Qualifications

• Good numeracy and strong attention to detail required.
• Confidence with spreadsheets is essential.
• Organised and eager to learn.

Responsibilities

• Complete Excel-based checks on customer refunds.
• Verify payment sources via online banking.
• Submit Excel-based journals for payments received.
• Handle internal queries related to refunds.
• Work mainly in Excel to manage data.
• Occasional reception cover.

Skills

Numeracy

Attention to detail

Basic Excel skills

Organisational skills

Proactivity

Interest in finance

Education

NVQ Business Admin

Tools

Excel

Job description

Overview

Confident with Excel and numbers? Start your career in finance!

Our family-owned firm in Stockport is looking for a Trainee Administration Clerk to join their finance team. This is a back-office role where accuracy, attention to detail, and basic Excel skills are essential. It is perfect for college leavers, NVQ Business Admin graduates, or anyone looking for their first / second office administration role.

Responsibilities

• Completing Excel-based checks on customer refunds and Direct Cash reports
• Verifying payment sources via online banking
• Submitting Excel-based journals for payments received
• Handling internal queries related to refunds and postings
• Working mainly in Excel to search, process, and manage data
• Occasional reception cover

Qualifications / Skills

• Good numeracy and strong attention to detail
• Confidence opening spreadsheets and searching for information
• Basic Excel skills (filters, lookup tables, formatting)
• Organised, proactive, and eager to learn
• Interest in finance and developing a finance career is a big advantage

What you will get

• Salary: 22,932 with increments after 1 & 2 years plus RPI rise
• Hours: 9am-5pm, 35 hours per week
• Holiday: 20 days + 8 bank holidays
• Training and career development, with opportunity to gain finance qualifications including AAT
• Weekly fruit boxes, Christmas hamper, staff discounts
• Supportive, family-run environment

Apply now by sending your CV. We aim to respond to all successful applications within 2 days. If you haven't been contacted within 2 days your application has been unsuccessful. Please check our website and apply directly for any other suitable positions you see. We apologise that we are unable to contact everyone in person and thank you for your interest. Jobwise Ltd is an employment agency and the details sent in your application may be stored on our secure database.