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    Client Money Audit Coordinator - Leeds, United Kingdom - Ardonagh Advisory

    Ardonagh Advisory
    Ardonagh Advisory Leeds, United Kingdom

    1 week ago

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    Description

    Client Money Audit Coordinator - ARD Leeds / Home Working

    This is a 12 month fixed term contract.

    Purpose of the Role

    An exciting new opportunity has been created to join our Client Money Audit team as a Co-Ordinator reporting to our Client Money Audit Manager. You will ensure successful completion of external and internal annual audits within a client money environment within agreed timescales, alongside maintaining the relevant control framework within the Insurer Broking Accounts environment and completing day to day Treasury admin responsibilities.

    This is expected to be a hybrid role with 2 days per week in our Leeds office.

    What you will do

    This is an overview and not an exhaustive list of responsibilities. Collaborating with your line manager, you will develop your own objectives but focus on all of the following:

  • Support Client Money & statutory audits across Ardonagh Advisory (including management and stakeholder updates, collation and review of evidence, agreement of action plans)
  • Maintain regular communication with internal management and external auditors on audit progression to ensure agreed due dates are met.
  • Coordinate the completion of samples by their respective due date.
  • Collate and review evidence before communicated to internal and external auditors.
  • Fulfil your 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

    Essentially, we are seeking someone with:

  • Experience in a finance environment within a regulated finance services organisation, ideally insurance, preferably a large complex corporate environment or knowledge and experience of CASS 5.
  • MS Excel to at least an intermediate level.
  • Experience of general ledger accounting systems.
  • 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.

    • In return you will be welcomed and supported by our Ardonagh family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

  • Holiday entitlement of 26 days plus bank holidays
  • Opportunity to progress your career across the entire Ardonagh family
  • Pensions scheme for when you feel it's time to retire
  • 24-hour support for physical and mental wellbeing
  • 1 days 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, come and be part of our story and help us shape our future.

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