Purpose of the Role

An exciting new opportunity has been created to join our Client & Insurer Money team as a Treasury & Audit support Assistant reporting to our Treasury & Audit Support Manager

You will support the team with the successful completion of day-to-day Treasury admin responsibilities alongside maintaining the relevant control frameworks within the working environment.

This is expected to be a hybrid role with 2 days per week in our Leeds office.

What you will do

This is an overview and not an exhaustive list of responsibilities. Collaborating with your line manager, you will develop your own objectives but focus on all of the following:

• Maintain governance and control process for bank account accesses for IBA staff (in conjunction with Treasury).
• Complete monthly audit of bank accounts; confirming correct bank accounts are open/closed and ensuring all relevant bank accounts are included within IBA Operations.
• Maintain central library of bank & trust letters and review for accuracy and completeness.
• Maintain central process notes documentation library for the Treasury department.
• Support Client Money, Insurer & statutory audits across Insurance Broking Accounts
• Act as independent control point for payments processes (such as supplier bank account changes, agent onboarding and form updates).
• Complete bank requests within a timely manner (account opening / closing / rename etc).
• Fulfil your responsibilities in line with agreed processes in order to achieve agreed objectives, and in doing so, ensure compliance with the client and insurer money rules as per FCA Client Asset Sourcebook.

Qualifications and Experience

Essentially, we are seeking someone with:

• Experience in a finance environment within a regulated finance services organisation, ideally a Treasury team within a large insurance-based organisation, or knowledge and experience of CASS 5.
• MS Excel to at least an intermediate level.
• Analytical and investigative skills, logical reasoning and problem-solving skills – individually and collaboratively.
• Ability to drive continuous improvement and innovation through identification of process inefficiencies and reduction of exceptions/errors.
• Strong communication skills across all mediums as you will be communicating with internal and external stakeholders at all levels.

In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Everywhen family
• Pensions scheme for when you feel it’s time to retire
• 24-hour support for physical and mental wellbeing
• 1 days paid volunteering day to give back to our communities
• The Spotlight Awards, where we shine a light on the brightest talent across our group

We offer genuine potential for both personal and professional development, come and be part of our story and help us shape our future. So, what are you waiting for? Apply today and one of our team will be in touch.

#AIB #LI-NT1 #LI-Hybrid

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.

Click here here to see our standard benefits page