Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jamie Paterson

59 Selbourne Avenue,Surrey

Summary

Finance assistant for Stevens & Bolton with expertise in bank reconciliation and experience in both client and office accounts . Maintains accurate financial records, resolves financial queries, and supports HMRC compliance. Demonstrates strong organization and confidentiality in handling client funds and transactions for multiple FTSE 100 companies. Delivers careful support across providing statements and materials for clients. Communicates clearly with colleagues and clients to resolve queries and support teamwork. Adapts quickly to changing priorities while protecting confidentiality and meeting deadlines.

Overview

1
1
year of professional experience

Work History

Finance Assistant

Stevens & Bolton
Guildford, Surrey
01.2026 - Current
  • Administered client funds and processed financial transactions to ensure timely and accurate financial operations.
  • Reconciled Monthly and daily bank statements to maintain accurate financial records and identify discrepancies promptly.
  • Investigated financial queries from colleagues and clients to resolve issues efficiently, including VAT queries.
  • Recognised the importance of maintaining confidentiality in financial dealings, deadlines and financial controls within a professional firm.

Customer services assiatant

Leaders Romans Group
Weybridge, Surrey
06.2025 - 10.2025
  • Dealt with clients queries and helped deliver client satisfaction.
  • Worked within a team to ensure deadlines were met.

Education

AAT Level 2 - Accounting

AAT
01-2026

A-Levels - Economics

Woking college
Woking
01-2025

A-Levels - Business

Woking College
Woking
01-2025

A-Levels - Statistics

Woking College
Woking
01-2025

Skills

  • Bank reconciliation
  • VAT processing
  • Microsoft Excel
  • Client query handling

Timeline

Finance Assistant

Stevens & Bolton
01.2026 - Current

Customer services assiatant

Leaders Romans Group
06.2025 - 10.2025

AAT Level 2 - Accounting

AAT

A-Levels - Economics

Woking college

A-Levels - Business

Woking College

A-Levels - Statistics

Woking College
Jamie Paterson