Overview
Treasury & Audit Support Assistant role at Everywhen. This position sits in the Client & Insurer Money team and reports to the Treasury & Audit Support Manager. It is a hybrid role with 2 days per week in the Leeds office.
What You Will Do
* Maintain governance and control process for bank account accesses for IBA staff (in conjunction with Treasury).
* Complete monthly audit of bank accounts; confirm correct bank accounts are open/closed and ensure all relevant bank accounts are included within IBA Operations.
* Maintain central library of bank and trust letters and review for accuracy and completeness.
* Maintain central process notes documentation library for the Treasury department.
* Support Client Money, Insurer and 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 in a timely manner (account opening / closing / rename etc).
* Fulfil 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
* 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.
Benefits
* 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 day 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. Join us and help shape our future. If you are interested, apply today and one of our team will be in touch.
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.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Accounting/Auditing and Finance
Industries
* Insurance
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