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Cass Operations Associate
2 months ago
**CASS Operations Associate**:
- 043313351**£23,000 - £26,000 Per Annum**
- Full Time**Permanent**
**Bristol, Bristol**
**Administration**
**Job Description**:
- Position: CASS Operations Associate
- Our client
- An award-winning investment solutions platform, our client aids ambitious financial advice firms in creating their own investment propositions. They are known for their entrepreneurial spirit, innovation, and commitment to collaboration.
- A salary of £23,000 - £26,000 per annum (depending on experience) plus fantastic benefits including:
- Social and wellbeing events
- 25 days holiday plus bank holidays with annual increases
- Private medical insurance
- Life Assurance
- Group Income Protection
- Outstanding pension scheme
- Discretionary bonuses
- Wellness subsidy
- Volunteer leave (3 days paid volunteer leave per year)
- Season ticket loan
- Cycle to Work scheme
In terms of progression, our client offers a Senior Pathway programme, which you can move on to after passing your 6-month probation and will enable you to progress your position in the business, as well as increasing salary prospects.
- This role is an ideal move if you are keen to secure a role in the financial services industry and would enjoy a more technical focused position. If you have recently graduated or have some previous office / financial services experience, this could be your perfect move
- Fully Office based role - with potential to work 1 day remotely after probation period has been passed (6 months).
- Role Overview
- The CASS Operations team ensures the protection of client money and assets. The Associate plays a crucial role in maintaining and improving the comprehensive set of controls. This oversight function contributes across all aspects of a dynamic investment operations environment to deliver top-tier service to clients.
- Duties Include- Supporting business compliance with FCA rules related to the Client Asset Sourcebook (CASS).
- Performing daily controls like reconciliations and diligently investigating any discrepancies.
- Assisting in identifying and rectifying inefficient or inadequate processes.
- Supporting the delivery of projects led or supported by the CASS Operations team.
- Developing knowledge of business and regulatory requirements to aid in technical enquiries and resolutions.
**Required Skills**:
- Excellent written and verbal communication skills.
- Logical and analytical approach to problem-solving.
- Proficiency in Microsoft Office, especially Excel.
- Organised with effective time management skills and the ability to prioritise tasks.
- Self-motivated and proactive.
- Strong numerical skills and meticulous attention to detail.
- Ability to work independently and as part of a team.
- Experience in CASS within the platform sector is desirable.
Values- Commitment to getting the job done.
- Authenticity in your professional role.
- Continuous improvement and innovation.
Please click on apply**Pertemps**:
**Lucy Oliver** 01179 226500
Division 043**Pertemps Bristol**
- 36 College Green
- Bristol
- Gloucestershire
- BS1 5SA
- 01179 226500
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