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Finance Assistant

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Investec

2mo ago

  • Internship
    Full-time
    Off-cycle Internship
  • Accounting & Tax
    Banking & Finance
  • Mumbai

AI generated summary

  • You should have UK accounting experience, financial market awareness, strong IT skills, knowledge of company procedures, accuracy, problem-solving abilities, and good communication skills.
  • You will load bank statements, manage customer overpayments and refunds, process supplier invoices, post cash journals, and assist with ad hoc tasks as needed.

Requirements

  • Experience with UK accounting is preferred.
  • Market Knowledge: Awareness of the financial market landscape, competitors and market drivers.
  • IT Skills: Good knowledge of Microsoft Office.
  • Investec Specific Knowledge: Knowledge of Investec procedures and compliance protocols.
  • Ability to work quickly and accurately.
  • Good problem-solving skills.
  • Good inter-personal and communication skills.

Responsibilities

  • Daily loading of bank statements
  • Reviewing customer overpayments and arranging refunds where necessary
  • Raising and processing supplier self-billing invoices
  • Posting cash journals
  • Other ad hoc duties where required

FAQs

What is the role of a Finance Assistant at Investec?

The Finance Assistant will manage cash transactions across five entities within the Asset Finance division and support the finance team by undertaking various tasks such as loading bank statements, reviewing customer overpayments, raising invoices, and posting cash journals.

Is experience in UK accounting preferred for this position?

Yes, experience with UK accounting is preferred for the Finance Assistant role.

What are the core skills required for this position?

The core skills include awareness of the financial market, good knowledge of Microsoft Office, problem-solving abilities, and strong interpersonal and communication skills.

What is the working structure at Investec?

Investec has a working structure of four days in the office and one day remote as part of their collaborative and agile culture.

How does Investec promote a sense of belonging and inclusion?

Investec fosters an environment where everyone can be themselves, driving innovation, creativity, and business performance. Inclusion is integral to their purpose and values as an organization.

What resources are available for candidates with disabilities during the application process?

Investec offers Recite Me assistive technology to help candidates with disabilities or neurodivergent needs in completing their applications, as well as support from the Careers team if further assistance is required.

What kind of benefits does Investec offer to employees?

Investec offers a range of wellbeing benefits designed to help employees feel healthier, balanced, and more fulfilled in their lives both inside and outside of work.

Can candidates apply even if they do not meet all the specified criteria?

Yes, candidates are encouraged to apply even if they do not meet all criteria, as Investec values entrepreneurial spirit and welcomes enthusiasm for the role.

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Investec

Out of the Ordinary insights from the world of finance and our partners. We create and manage wealth.

Finance
Industry
10,001+
Employees
1974
Founded Year

Mission & Purpose

Investec is a company that offers a wide range of financial services, including banking, asset management, and investment solutions. Their ultimate goal is to provide comprehensive financial products and services to individuals, businesses, and institutions, helping them achieve their financial goals and aspirations. Investec's purpose revolves around delivering expert financial guidance, innovative solutions, and personalized support to their clients, aiming to foster financial growth, stability, and prosperity. Through their diverse offerings, Investec seeks to empower clients in managing their finances, making informed investment decisions, and navigating the complexities of the financial landscape.

Benefits

  • Be healthy

    Being healthy means taking care of yourself, your body and your lifestyle holistically. Eating healthily, keeping active, sleeping well and doing what makes you feel your best. You will have access to excellent healthcare choices, including private medical insurance, 24-hour GP access, onsite physiotherapists (in London), wellbeing subsidy, dental plans, income protection and regular eye tests.

  • Be you

    Being you means bringing your whole self to work. Balancing and integrating your personal, family, financial and work life to create greater harmony and connection. To ensure you feel valued and rewarded, we will support you with an attractive salary and bonus scheme. We also offer a generous pension scheme, and independent free pension and mortgage advice. Should the worst happen, we also offer a death-in-service benefit. Also, to support you and your loved ones through the many life stages, we offer generous parental and dependant’s leave policies, and a series of events and activities to help you navigate life changes. Annual leave starts at 25 days and increases the longer you stay with us. We also offer part-time and flexible working options when possible.

  • Be present

    Being present means taking care of your mental wellbeing, so you feel empowered to realise your potential and able to cope with the stresses of life. We have onsite and telephone-based clinical psychologists, as well as a professional and a confidential 24/7 Employee Assistance Programme that is always there to help.

  • Be connected

    Being connected means taking care of and feeling connected to your social wellbeing. It’s a sense of belonging, purpose and relationship in the workplace, your local community and your environment. If you’re passionate about contributing to the community, you’re in the right place. Here you can take up to two paid days a year to work with our community partners. We also arrange fun and meaningful volunteering opportunities throughout the year. You can also join one of the many networks at Investec, such as the award-winning group of environmental champions, Team Green, and our diversity and inclusion networks - Gender Balance, LGBTQ+, Multicultural and YoungMinds. We also recognise the commitment and loyalty of our colleagues with referral schemes and long-service awards.