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Financial Services Assistant

1 month ago

St Peter Port, United Kingdom Aztec Group Full time

About the Role

The Aztec Group is seeking a highly motivated and detail-oriented individual to join our team as a Trainee Fund Accountant. As a key member of our financial services team, you will assist with the routine day-to-day accounting of fund structures under the direction of a Financial Reporting Manager.

Key Responsibilities

  • Assist with all aspects of bookkeeping, including the preparation, reconciliation, and proofing of investor reports, statutory financial statements, and ad hoc investor requests.
  • Support the completion of routine audit queries and prepare periodic bank reconciliations.
  • Maintain accurate records on eFront and Microsoft Excel working paper schedules for all aspects of bookkeeping.
  • Assist in the preparation and reconciliation of periodic direct and indirect tax returns.

Requirements

  • A desire to study towards a relevant professional qualification, supported by the Aztec Group.
  • Sound technical financial services knowledge, to be supported through the Aztec Academy.
  • Computer literacy and interpersonal skills are essential.

We will provide the training, both in-house for relevant technical knowledge and also for professional qualifications to enhance both your professional development and ability to provide sound accountancy services. You will need to be quick to learn new systems and great with people, as close working relationships between our colleagues and clients are at the heart of what we do.