CASS Junior Associate

Overview

The CASS Junior Associate role at Moneybox is an excellent opportunity for recent graduates or individuals pursuing a career in finance or regulation. This position is situated in London and focuses on compliance with the Client Assets Sourcebook (CASS) rules set by the Financial Conduct Authority, ensuring customer protection when managing savings and investments.

Responsibilities

• Inputting of payments
• Aiding in the review of reconciliations
• Monitoring of bank balances
• Compiling data for daily, weekly, and monthly reporting
• Liaising with customers
• Coordination of team meetings

Who You Are

• A detail-oriented person with a high level of accuracy
• A great communicator with a passion for your work and colleagues
• A driven individual seeking to build a career in a fast-growing company
• A reliable team player with a strong bias for action
• Adaptable and able to manage competing priorities
• Willing to take on new challenges and develop knowledge in new areas
• Enjoys maintaining a professional outlook while having fun

Experience and Skills

• A personal interest in finance and regulation
• Highly numerate, analytical, and financially literate
• Strong communication skills in business writing and listening
• Ability to work independently with minimal guidance