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Finance Operations Assistant
Chetwood Bank. Report to the Finance Operations Manager and support a range of finance activities .
Posted 10/12/2026full-timeWrexham • United KingdomMid-LevelSenior💰 £25,000 - £29,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong capabilities in finance operations, including reconciliation processes, transaction processing, and financial record maintenance. Proficient in supporting audit requests and management reporting while adhering to regulatory requirements.
Highest-signal resume keywords
Finance Operations SupportReconciliation ProcessesAAT Qualification PursuitFinancial Record MaintenanceCustomer Account Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ReconciliationFinancial ReportingTransaction ProcessingCash Movement TrackingMonth-End Close ActivitiesAudit SupportSavings Account ManagementBalance Sheet ReconciliationOperational Payments ProcessingSuspense Account Resolution
Soft Skills
Problem SolvingAttention to DetailCommunicationCustomer ServiceTeam Collaboration
Certifications & Qualifications
AAT Qualification
Industry Keywords
FinanceBankingSavings TransactionsRegulatory ComplianceFinancial RecordsOperational SystemsAudit RequestsManagement InformationOffice AdministrationGCSE Maths and English
About the role
Key responsibilities & impact- Report to the Finance Operations Manager and support a range of finance activities
- Perform daily reconciliations of savings accounts, bank accounts, and related operational systems
- Investigate and resolve reconciling items, unreconciled transactions, and suspense account balances
- Process specialist savings transactions accurately in line with regulatory and internal requirements
- Review, monitor, and improve savings reconciliation processes
- Support customer account queries relating to savings transactions and reconciliations
- Maintain records of cash movements, business account balances, financial records, and supporting documentation
- Process operational payments and customer returns
- Support preparation and reconciliation of balance sheet accounts
- Assist with month-end close activities and routine accounting processes
- Respond to audit requests and information requirements
- Assist with management information and reporting
- Develop understanding of end-to-end finance processes and support colleagues
Requirements
What you’ll need- 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 and the desire to study towards an AAT qualification
- Previous finance, administration or office-based work experience
- AAT studies already commenced
Benefits
Comp & perks- Competitive salary
- 25 days holiday PLUS your BIRTHDAY off
- Pension contribution with Royal London
- Life Assurance
- Private medical, dental and optical health insurance with Axa
- Hybrid working
- Free breakfast available