Treasury and Audit Support Professional

4 weeks ago


Leeds, Leeds, United Kingdom Ardonagh Advisory Full time

Treasury and Audit Support Assistant Role

This is an exciting opportunity to join our Client & Insurer Money team as a Treasury and Audit Support Assistant. You will support the team with the successful completion of day-to-day Treasury admin responsibilities, maintaining relevant control frameworks within the working environment.

This is a hybrid role with 2 days per week in our Leeds office. You will collaborate with your line manager to develop your own objectives, focusing on the following key responsibilities:

  • Support Client Money, Insurer, and statutory audits across Insurance Broking Accounts.
  • Maintain governance and control processes for bank account accesses for IBA staff, in conjunction with Treasury.
  • Complete monthly audits of bank accounts, confirming correct bank accounts are open/closed and ensuring all relevant bank accounts are included within Bank Rec team allocation.
  • Maintain a central library of bank & trust letters and review for accuracy and completeness.
  • Maintain central process notes documentation library for the Treasury department.
  • Act as an independent control point for payments processes, such as supplier bank account changes, agent onboarding, and form updates.
  • Complete bank requests within a timely manner, including account opening, closing, and renaming.

Qualifications and Experience

We are seeking someone with:

  • Experience in a finance environment within a regulated finance services organisation, ideally a Treasury team within a large insurance-based organisation, or knowledge and experience of CASS 5.
  • MS Excel skills to at least an intermediate level.
  • 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 benefits include:

  • 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 day 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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