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- Tasks: Lead a team to ensure daily CASS reconciliations are completed accurately.
- Company: Join a renowned Wealth Management firm with a strong presence in Yorkshire and London.
- Benefits: Enjoy remote work flexibility and competitive salary options, including day rates.
- Why this job: Be part of a dynamic team, challenge processes, and make a real impact in financial compliance.
- Qualifications: Experience with CASS 7 and strong Excel skills are essential for this role.
- Other info: This is a six-month contract with opportunities for professional growth.
The predicted salary is between 42000 - 84000 £ per year.
Salary to £70k - (Day rates available) Yorkshire/London - Remote
Six-month Contract
Our established client, a large well-known Wealth Management business with offices in Yorkshire and London, is looking for support in the CASS team for a period of six months. This newly created contract role will manage a small team while ensuring the CASS reconciliations are undertaken and completed to the required standards daily and as applicable, including identification and resolution of any CASS exceptions or issues.
Key responsibilities:
- Review and Approval of all of CASS 7 reconciliations, in line with the CASS rules
- Completion of CASS metrics, MI & reporting
- Carry out funding and shortfall procedure as part of client money reconciliation processes
- To undertake duties in line with but also to challenge process, procedures and approach to ensure best practice
- Be the first point of contact for any reconciliation issues identified, where necessary escalate to Senior Management
- Support & where applicable deliver MI to cover CASS reconciliations and trial balances
- Review and understand applicable CASS reconciliations procedures and practice
- Maintain the reconciliations teams training matrices, identifying and addressing any knowledge gaps
- Understand CASS rules and regulations as they evolve and change
- With a good working understanding of CASS 7 and the Client Assets Sourcebook you will also have good exposure to excel to perform data cleansing where needed
If this role is of interest please apply to this role for a fuller conversation and further details.
CASS Reconciliations Manager employer: Kohort Recruitment Making CASS, Operational Resilience and Compliance Recruitment Simple
Contact Detail:
Kohort Recruitment Making CASS, Operational Resilience and Compliance Recruitment Simple Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CASS Reconciliations Manager
✨Tip Number 1
Familiarise yourself with the CASS rules and regulations, especially CASS 7. Understanding these guidelines will not only help you in interviews but also demonstrate your commitment to compliance and best practices in the role.
✨Tip Number 2
Brush up on your Excel skills, particularly in data cleansing and analysis. Being proficient in Excel is crucial for this role, so consider taking a quick online course or practicing relevant functions to showcase your capabilities.
✨Tip Number 3
Prepare to discuss your experience in managing teams and resolving reconciliation issues. Think of specific examples where you've successfully led a team or tackled complex problems, as this will highlight your leadership and problem-solving skills.
✨Tip Number 4
Network with professionals in the wealth management sector, especially those familiar with CASS processes. Engaging with industry contacts can provide valuable insights and potentially lead to referrals, increasing your chances of landing the job.
We think you need these skills to ace CASS Reconciliations Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a CASS Reconciliations Manager. Familiarise yourself with CASS rules and regulations, as well as the specific requirements mentioned in the job description.
Tailor Your CV: Highlight your relevant experience in CASS reconciliations and team management. Use specific examples that demonstrate your ability to handle CASS exceptions and your understanding of CASS 7 and the Client Assets Sourcebook.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Discuss how your skills align with the key responsibilities, such as managing a team and ensuring compliance with CASS standards.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Kohort Recruitment Making CASS, Operational Resilience and Compliance Recruitment Simple
✨Know Your CASS Inside Out
Make sure you have a solid understanding of CASS rules and regulations, especially CASS 7. Be prepared to discuss how you've applied these in previous roles and any challenges you've faced.
✨Showcase Your Leadership Skills
As this role involves managing a small team, be ready to share examples of your leadership experience. Highlight how you've motivated teams, resolved conflicts, and ensured high standards in previous positions.
✨Prepare for Technical Questions
Expect questions that test your technical knowledge, particularly around reconciliations and reporting. Brush up on your Excel skills and be ready to discuss how you've used data analysis in your past work.
✨Demonstrate Problem-Solving Abilities
Be prepared to discuss specific instances where you've identified and resolved reconciliation issues. Use the STAR method (Situation, Task, Action, Result) to structure your answers effectively.
