Cashiers Clerk

Quilter plc; City Of London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading wealth management firm in London seeks a detail-oriented individual for a position in the Cashiers Team. The role involves processing client payments through various banking systems, accurately posting incoming cash, and managing related inquiries. Applicants should possess strong communication skills and confidence in using Microsoft Office applications. Join us in ensuring customer satisfaction through diligent and accurate financial transactions.

Qualifications

• Excellent eye for detail with thoroughness and accuracy.
• Ability to communicate clearly and listen effectively.
• Construct concise written communication using appropriate grammar.

Responsibilities

• Make Client/Market payments using various Banking systems.
• Post incoming cash to Clients' accounts.
• Analyze reconciliations and take appropriate actions.
• Pay in daily cheques.
• Prepare Client payments.
• Handle queries.

Skills

Attention to detail

Effective communication

Written communication skills

Relationship building

Microsoft Outlook

Microsoft Excel

Microsoft Word

Job description

The Cashiers Team are responsible for the prompt and efficient processing of all client money receipts and payments through client money bank accounts administered by the firm; and the accurate recording of payments and receipts in the firm's books and records; in accordance with internal policies and procedures & in compliance with regulatory rules (FCA, CBoI and JFSC). The successful candidate will be responsible for:-

Responsibilities

• Making Client/Market payments using various Banking systems
• Posting incoming cash to Client's accounts
• Analysing reconciliations and taking appropriate actions
• Paying in daily cheques
• Preparing Client payments
• Dealing with queries

Consumer Duty

This role will directly impact good customer outcomes by ensuring that the correct payments and receipts are applied to client accounts. Whilst this isn't a directly customer facing role, the duties you will perform will contribute to the overall positive outcomes for our customers by applying the correct payments and receipts to client accounts.

Qualifications

• The successful candidate will have an excellent eye for detail and be able to handle tasks with thoroughness and accuracy.
• They will be able to communicate clearly and listen effectively.
• They should be able to construct written communication concisely, using the appropriate grammar, style and language.
• They should assist the team in developing and maintaining appropriate internal business relationships, using the appropriate communication method.
• The candidate would preferably be confident with Microsoft Outlook, Excel & Word on an intermediate level or higher.

About Quilter Cheviot

Quilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.