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- Tasks: Support our Pension Administration team with bank reconciliations and cashflow forecasting.
- Company: Join a leading financial services firm with a focus on innovation and teamwork.
- Benefits: Enjoy a competitive salary, generous pension scheme, and extensive voluntary benefits.
- Why this job: Make a real impact in the pensions industry while developing your financial skills.
- Qualifications: GCSE Maths and English at grade C or above; relevant experience is a plus.
- Other info: Flexible working options and excellent career growth opportunities await you.
The predicted salary is between 28800 - 43200 £ per year.
We have an exciting opportunity for a Treasury Assistant to join our Pension Administration team. This team is responsible for supporting Pension Administration teams in reconciling bank accounts, investments, contributions and annuities. This is a permanent role that can be based in our Liverpool, Glasgow, Cheltenham or Birmingham offices working on a hybrid basis.
A Snapshot Of Your Day
- Assist with the maintenance and reconciliation of accounting and banking records
- Assist in cashflow forecasting and arranging investments and disinvestments
- Reconciliation of pooled investment funds
- Assist in overseas payment processes
- Project based work, as agreed from time to time
We would like to hear from you if you have:
- GCSE Maths and English at grade C or above is essential, however experience in the role is more desirable than other academic achievement
- Relevant Financial Services experience or a background in accounts would be a benefit
- Knowledge of the pensions industry would be advantageous but is not essential
- A strong understanding of Microsoft Office programmes, in particular Excel, Word and Outlook
What’s In It For You
- Competitive discretionary annual bonus and salary review
- Generous pension scheme (we contribute 8%)
- Funded training and professional development
- Core benefits including private medical cover, life assurance, group income protection, and up to 30 days holiday per year with holiday trading
- A comprehensive range of voluntary benefits to suit you including an electric car leasing scheme, tech scheme, cycle to work scheme, dental cover, healthcare cash plan, health assessments, critical illness cover, Sports Allowance – we pay up to 50% of your gym/sports membership (up to £50 pm), travel insurance, paid volunteering, and a broad range of retailer discounts
Happy to talk flexible working.
Accessibility: We are a Disability Confident Employer. If you require reasonable adjustments or want more information on accessibility, please click here.
Treasury Assistant employer: Barnett Waddingham
Contact Detail:
Barnett Waddingham Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Treasury Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work in pensions. A friendly chat can lead to insider info about job openings and even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your Excel skills and understanding of cashflow forecasting. We want you to shine when discussing how you can assist with reconciliations and investments!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest opportunities tailored just for you.
We think you need these skills to ace Treasury Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or accounts. We want to see how your skills match the Treasury Assistant role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how your background fits with our Pension Administration team. Keep it friendly and professional!
Show Off Your Excel Skills: Since we’re looking for someone with a strong understanding of Microsoft Office, especially Excel, make sure to mention any specific projects or tasks where you’ve used these skills. We love numbers and data!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Barnett Waddingham
✨Know Your Numbers
As a Treasury Assistant, you'll be dealing with financial records and cashflow forecasting. Brush up on your maths skills and be ready to discuss how you've handled financial data in the past. Be prepared to give examples of how you’ve reconciled accounts or managed investments.
✨Excel is Your Best Friend
Since a strong understanding of Microsoft Excel is crucial for this role, make sure you’re comfortable with functions, formulas, and data analysis. You might even want to practice some common Excel tasks before the interview so you can confidently showcase your skills.
✨Understand the Pensions Landscape
While knowledge of the pensions industry isn't essential, having a basic understanding can set you apart. Do a bit of research on current trends and challenges in the pensions sector, and be ready to discuss how they might impact your role.
✨Show Your Team Spirit
This role involves working closely with various teams, so highlight your teamwork skills. Think of examples where you’ve collaborated effectively with others, especially in a financial context, and be ready to share how you contribute to a positive team environment.