The Client Assets Sourcebook (CASS) is a set of rules produced by the Financial Conduct Authority for firms which hold or control client money or assets. At Moneybox, compliance with these rules is key to giving our customers the best possible protection when they entrust their savings and investments with us.
The role
The CASS Junior Associate role would be perfect for a recent graduate or anyone pursuing a career in finance or regulation. You will join our growing Finance team, carrying out a variety of tasks such as inputting payments, reviewing reconciliations and monitoring our banking partners. We are looking for individuals with an interest in finance, law or regulation, and a desire to learn.
What you'll do
- Inputting of payments
- Aiding in the review of reconciliations
- Monitoring of bank balances
- Compiling data for daily, weekly and monthly reporting
- Liaising with customers
- Coordination of team meetings
Who you are
- A very detail oriented person, who is able to deliver tasks with a high level of accuracy
- Naturally personable, a great communicator who has a passion for their work and the people they work with
- A driven individual who’s looking to build their career at an exciting, fast-growing company that’s trying to make a positive mark on the world
- A reliable team player who has a strong bias for action
- Able to adapt quickly and manage competing priorities
- Unafraid to take on new challenges, developing knowledge in new areas
- Knows how to have fun whilst maintaining a professional outlook
Experience and skills
- A personal interest in finance and regulation
- Highly numerate, analytical and financially literate
- Strong communication skills (business writing and listening)
- Ability to work independently with minimal guidance
