Finance Assistant

Company Description Wills & Trusts are an award-winning wealth management firm based in Thame, Oxfordshire. Established in 1992 we have grown significantly and are in the process of opening a series of new offices across the UK, as well as expanding the range of client services we offer, in light of this we are now looking to expand our finance team with a new Finance Assistant. Job Description As a Finance Assistant at Wills & Trusts your primary role within the business will be to manage all day to day financial administration activities to support the needs of the business. Working as part of a small finance team your key responsibilities will include: * Carrying out all bookkeeping and financial duties in support of business income and expenditure * Aiding the Finance Manager with any financial analysis and reporting activities * Liaising with all external 3rd parties in connection with accounting and financial information and data * Accounts payable, invoice processing * Maintain the businesses Purchase Order system * Process & reconcile company credit cards * Monitoring and managing creditors * Maintain the company expenses system * Scheduling and setting reminders for bill and rent payments either by direct debit or one off payments * Managing and maintaining financial office filing management and reporting systems * Communicating financial information to the Finance and Accounting Manager At Wills & Trusts we believe in building and protecting legacies for future generations, one family at a time. The importance we place on families doesn't stop with our clients but runs through the very essence of our culture. Whilst our ideal applicant will have previous finance administration experience within a role that requires a high degree of accuracy, numerical and analytical skills; we are also keen to add to our team with individuals that have a 'yes mind-set', are loyal, caring and energetic. Experience of using QuickBooks would be desirable. In return for all your efforts we believe in recognising, developing and rewarding our colleagues. As a new starter into the organisation you will be invited to attend our Academy Programme, a series of workshops to help you understand the Wills & Trust culture, beyond this your longer-term career growth will be supported with on-going internal and external training. In addition to this we have a comprehensive benefits package including free lunches, a generous holiday allowance that increases with service, your birthday off work, childcare vouchers, cycle to work scheme, personal financial planning advice, a generous company funded pension plan and the opportunity to attend a variety of events both internationally and in the UK. Responsibilities: As a Finance Assistant at Wills & Trusts your primary role within the business will be to manage all day to day financial administration activities to support the needs of the business. Working as part of a small finance team your key responsibilities will include: Carrying out all bookkeeping and financial duties in support of business income and expenditure Aiding the Finance Manager with any financial analysis and reporting activities Liaising with all external 3rd parties in connection with accounting and financial information and data Accounts payable, invoice processing Maintain the businesses Purchase Order system Process & reconcile company credit cards Monitoring and managing creditors Maintain the company expenses system Scheduling and setting reminders for bill and rent payments either by direct debit or one off payments Managing and maintaining financial office filing management and reporting systems Communicating financial information to the Finance and Accounting Manager At Wills & Trusts we believe in building and protecting legacies for future generations, one family at a time. The importance we place on families doesn't stop with our clients but runs through the very essence of our culture. Whilst our ideal applicant will have previous finance administration experience within a role that requires a high degree of accuracy, numerical and analytical skills; we are also keen to add to our team with individuals that have a 'yes mind-set', are loyal, caring and energetic. Experience of using QuickBooks would be desirable. In return for all your efforts we believe in recognising, developing and rewarding our colleagues. As a new starter into the organisation you will be invited to attend our Academy Programme, a series of workshops to help you understand the Wills & Trust culture, beyond this your longer-term career growth will be supported with on-going internal and external training. In addition to this we have a comprehensive benefits package including free lunches, a generous holiday allowance that increases with service, your birthday off work, childcare vouchers, cycle to work scheme, personal financial planning advice, a generous company funded pension plan and the opportunity to attend a variety of event