Trainee Data and Accounting Analyst - Client Onboarding

Company: Aztec Group

Job Overview

We're seeking a Junior Data & Accounting Analyst to enhance our Client Onboarding Centre of Excellence. This role focuses on delivering exceptional client service and understanding client needs through continuous improvement in our onboarding processes.

Responsibilities

As a Trainee Data and Accounting Analyst, your key responsibilities will include:

• Supporting Data & Accounting Analysts with executing data migrations for new clients transitioning to Aztec systems.
• Reconcile and transfer data, including mapping general ledgers and transaction types.
• Identify and troubleshoot data extraction or loading issues during migrations.
• Ensure optimal system set-up for new clients/entities across FIA, Yardi, and Viewpoint to maximize system functionality.
• Collaborate with the Onboarding Centre of Excellence and Operations team to adopt best practices and identify automation opportunities for improved migration efficiencies.
• Escalate issues affecting the onboarding process in a timely manner.

Skills and Expertise

Applicants should possess the following skills and expertise:

• Relevant educational qualifications or work experience demonstrating a potential career in accounting.
• Accountancy experience is desirable but not mandatory.
• Interest in data management technology.
• Awareness of Aztec's jurisdictions, products, and services.
• Effective internal and external communication skills.
• Attention to detail and strong problem-solving skills.
• Ability to learn quickly, meet deadlines, and proactively address problems.
• Alignment with Aztec Group values and a continuous improvement mindset.

Training Opportunities

We offer extensive training opportunities to support your development, including:

• Professional accounting qualifications such as AAT or ACCA on a case-by-case basis.
• Completion of the Aztec Academy's Transformation Toolkit.
• Project management and continuous improvement qualifications, based on your progression plan.

Key Performance Indicators (KPIs)

Your success in this role will be measured by:

• Increased client satisfaction, evidenced by Net Promoter Score and onboarding questionnaires.
• Successful execution of onboarding processes and adherence to client KPIs/SLAs.

Why Join Aztec Group?

Aztec Group will provide comprehensive training, including in-house technical knowledge and professional qualifications, to enhance your administration service skills. You'll need to quickly learn new systems and excel in building close working relationships with colleagues, clients, and business contacts.

Apply today to become a part of Aztec Group's Client Onboarding Centre of Excellence!