Job description
Client Money Audit Coordinator - ARD910040 - Leeds
Purpose of the Role
This exciting opportunity has arisen to join a growing Finance team, offering training, support and progression. You will ensure the successful completion of external and internal annual audits within a client money environment within agreed timescales, alongside maintaining the relevant control framework within the IBA environment and completing day to day Treasury admin responsibilities.
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, Insurer & statutory audits across Ardonagh Advisory Insurance Broking.
- Maintain regular communication with internal management and external auditors to ensure due dates are agreed and met.
- Coordinate the completion of samples for auditors by their respective due date, via multiple mediums.
- Regular communication to management and internal stakeholders regarding audit progression.
- Collate and review evidence before it is communicated to internal and external auditors.
- Have oversight and proactively review quarterly Client Money controls within online risk event portal.
- Maintain governance and control process for bank account accesses for IBA staff (in conjunction with Treasury).
- Complete monthly audit of bank accounts; confirming correct bank accounts are open/closed and ensuring all relevant bank account statements are downloaded for use on ongoing audits.
- Act as independent control point for payments processes (such as supplier bank account changes, agent onboarding and form updates).
Qualifications and Experience
- Experience in a financial control role in a regulated financial services environment.
- Experience of general ledger accounting systems.
- Excel to intermediate level.
- Insurance sector experience preferred but not essential.
Most crucially for any applicant is your communication skills across all mediums and the ability to present information clearly and concisely in a timely manner. You will need to have excellent organisational skills and attention to detail whilst being adaptable to changing environments and priorities to ensure deadlines are met.
This is an opportunity for a proactive, resourceful, self-motivated individual who is happy working both individually but also as part of a team. You will be keen to drive continuous improvement and build strong internal and external relationships with 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
- Pension 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. So, what are you waiting for? Apply today and one of our team will be in touch.
If your application is successful, we will conduct relevant employment checks prior to you beginning employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.
Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No agencies please
Why not check us out on LinkedIn to find out what life’s really like at Ardonagh.
The Ardonagh Group is one of the UK’s largest independent brokers with over 9000 dedicated and passionate professionals across the country, and worldwide, facing and dealing with our clients’ challenges, offering an enviable range of products, services and solutions to their clients. We are progressive, passionate and proud of the work we do, across all sectors of the business. Therefore, we need highly capable people to join our team to make this a reality!
So if this sounds like you, and you are looking for a new challenge where you can learn and develop your career, then this could be a great opportunity for you.
Job Types: Full-time, Permanent
Benefits:
- Company pension
- Health & wellbeing programme
- Life insurance
- Referral programme
- Store discount
- Work from home
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Leeds: reliably commute or plan to relocate before starting work (required)
Application question(s):
- What is your salary expectation? (required)
- Do you have financial control experience in a financial services environment?
- On what basis are you eligible to work in the UK?
Work authorisation:
- United Kingdom (required)
Work Location: In person
Reference ID: ARD910040