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- Tasks: Support the Finance Director in improving client money calculations and processes.
- Company: Join a leading Wealth and Investments firm with a strong reputation.
- Benefits: Gain valuable experience in finance and operations, with potential for contract extension.
- Why this job: Enhance your skills in CASS reconciliation while collaborating with diverse operational teams.
- Qualifications: Experience in CASS 7 reconciliation and strong analytical skills are essential.
- Other info: Position based in Leeds; immediate availability preferred.
The predicted salary is between 36000 - 60000 £ per year.
The Client
A leading Wealth and Investments firm.
The role:
Reconciliations SME
Fixed Term Contract and Contract considered
Supporting the Finance Director and CASS working group with a review and improvement of the internal client money calculation. This will involve working closely with various Operational teams, including settlements, CA, Dividends and Finance, understanding current state and delivering on a robust end state processes
To be a good fit, you will have:
- Significant experience in CASS 7 reconciliation, ideally within an investments/stock broking firm
- Proven process and calculation improvement skills and experience.
- Strong analytical skills, able to manipulate large data sets
- Strong communication skills.
- Immediate or soon to be availability
- Willingness to work in Leeds
CASS Reconciliations Specialist employer: Kohort Recruitment
Contact Detail:
Kohort Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land CASS Reconciliations Specialist
✨Tip Number 1
Make sure to highlight your experience with CASS 7 reconciliation in your conversations. This is a key requirement for the role, and demonstrating your expertise will set you apart from other candidates.
✨Tip Number 2
Prepare to discuss specific examples of how you've improved processes or calculations in previous roles. This will showcase your problem-solving skills and your ability to deliver robust end-state processes.
✨Tip Number 3
Familiarize yourself with the operational teams you'll be working with, such as settlements and finance. Understanding their functions will help you communicate effectively and demonstrate your collaborative spirit during interviews.
✨Tip Number 4
Since the role requires immediate availability, be ready to discuss your current situation and how quickly you can transition into this position. Showing your eagerness to start will make a positive impression.
We think you need these skills to ace CASS Reconciliations Specialist
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the CASS Reconciliations Specialist position. Understand the key responsibilities and required skills, especially focusing on CASS 7 reconciliation and process improvement.
Highlight Relevant Experience: In your CV and cover letter, emphasize your significant experience in CASS 7 reconciliation, particularly within investments or stock broking firms. Provide specific examples of how you've improved processes and calculations in previous roles.
Showcase Analytical Skills: Demonstrate your strong analytical skills by mentioning any experience you have with manipulating large data sets. Include any relevant tools or software you are proficient in that can aid in data analysis.
Communicate Effectively: Since strong communication skills are essential for this role, ensure your application reflects your ability to communicate complex information clearly. Tailor your language to show that you can work collaboratively with various operational teams.
How to prepare for a job interview at Kohort Recruitment
✨Showcase Your CASS Expertise
Make sure to highlight your significant experience in CASS 7 reconciliation. Be prepared to discuss specific examples from your previous roles, especially within investments or stock broking firms, to demonstrate your expertise.
✨Demonstrate Analytical Skills
Prepare to showcase your strong analytical skills by discussing how you've manipulated large data sets in the past. Consider bringing examples of reports or analyses you've completed that had a positive impact on your previous teams.
✨Communicate Effectively
Strong communication skills are essential for this role. Practice articulating your thoughts clearly and concisely, especially when explaining complex processes or improvements you've implemented in previous positions.
✨Understand the Company Culture
Research the wealth and investments firm thoroughly. Understanding their values and culture will help you tailor your responses and show that you're a good fit for their team, especially regarding your willingness to work in Leeds.
