Senior CASS and Accounts Specialist – Scottish Widows
Job Details
Location: Edinburgh
Salary Range: £38,295 - £42,550
Hours: Full-time
Working Pattern: Hybrid (at least two days per week in the office)
About the Opportunity
We are looking for an individual with a broad range of CASS (Client Assets Sourcebook), reconciliations and finance skills. As a Senior CASS and Accounts Specialist, you will be:
* Undertaking a range of complex CASS technical support tasks such as reconciliations, operating financial reporting systems and processes in line with FCA CASS regulations.
* Providing guidance on a range of technical queries and primary supervision to a small group of colleagues performing junior professional tasks.
* Assisting with the planning of projects, scheduling of implementations, maintenance of project plans, liaising with technical departments, users, and other colleagues as required.
* Assisting more senior colleagues to ensure that all work within the area is completed accurately and adheres to specified Group policies, processes and procedures, and relevant external regulations.
* Investigating platform data to understand transactional activity, with data analysis using Excel forming a significant part of the role.
What You’ll Need
* Good understanding and practical application of CASS 6 & 7 rules, experience of using Finance systems and processes, journals, and knowledge of double entry.
* Ability to analyse transactional data.
* Ability to form relationships and communicate effectively.
* Organisational and prioritisation skills, with the ability to work successfully without constant supervision.
* Deliver continuous improvements to processes.
* Strong business process knowledge (particularly around pension transactions).
* Strong attention to detail and communication skills, along with a good understanding of our IT systems and Microsoft Office.
Why Lloyds Banking Group?
We’re on an exciting journey and there couldn’t be a better time to join us. The investments we’re making in our people, data, and technology are leading to innovative projects, fresh possibilities, and countless new ways for our people to work, learn, and thrive.
Benefits
* A generous pension contribution of up to 15%.
* An annual performance-related bonus.
* Share schemes including free shares.
* Benefits you can adapt to your lifestyle, such as discounted shopping.
* 28 days’ holiday, with bank holidays on top.
* A range of wellbeing initiatives and generous parental leave policies.
Ready to start growing with purpose? Apply today!
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