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Barnett Waddingham

Treasury Assistant

Reposted 25 Days Ago
Be an Early Applicant
In-Office or Remote
2 Locations
Entry level
In-Office or Remote
2 Locations
Entry level
Supports pension administration treasury activities, including maintaining and reconciling accounting, banking, investment, contribution, and annuity records. Assists with cashflow forecasting, investment and disinvestment arrangements, pooled fund reconciliation, overseas payments, and project work. The role requires strong Microsoft Office skills, especially Excel, Word, and Outlook, with relevant financial services or accounting experience beneficial.
The summary above was generated by AI

We have an exciting opportunity for a Treasury Assistant to join our Pension Administration team. This team is responsible for supporting Pension Administration teams in reconciling: bank accounts, investments, contributions and annuities. This is a permanent role that can be based in our Amersham, Birmingham, Cheltenham or Liverpool offices working on a hybrid basis.

A snapshot of your day:

  • Assist with the maintenance and reconciliation of accounting and banking records

  • Assist in cashflow forecasting and arranging investments and disinvestments

  • Reconciliation of pooled investments funds                                         

  • Assist in oversea payment processes

  • Project based work, as agreed from time to time

 

We would like to hear from you if you have:

  • GCSE Maths and English at grade C or above is essential, however experience in the role is more desirable than other academic achievement

  • Relevant Financial Services experience or a background in accounts would be a benefit

  • Knowledge of the pensions industry would be advantageous but is not essential

  • A strong understanding of Microsoft Office programmes, in particular Excel, Word and Outlook

What's in it for you:

  • Competitive discretionary annual bonus. 
  • Core benefits including life assurance of four times salary, income protection of 75% of salary for up to five years, and single private medical insurance cover. 
  • A generous pension scheme with 5% employee contributions matched by a 10% employer contribution.
  • 25 days' annual leave, increasing to 27 days after five years' service. 
  • Access to the Howden flexible benefits programme, offering a wide range of benefits and discounts to support your wellbeing, family life and lifestyle. 
  • The opportunity to be part of a growing global business where career development, collaboration and innovation are encouraged.

Accessibility 

If you require reasonable adjustments or want more information on accessibility, please let us know

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We kindly ask recruitment agencies to not send speculative CVs. Should we need assistance, we will reach out. All enquiries should be directed to [email protected]    

 

HQ

Barnett Waddingham London, England Office

2 London Wall Place, London, United Kingdom, EC2Y 5AU

Barnett Waddingham Amersham, England Office

Decimal Place, Chiltern Avenue, Amersham, United Kingdom, HP6 5FG

Barnett Waddingham Guildford, England Office

2 Guildford Business Park, Guildford, United Kingdom, GU2 8XG

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