Cashiers Clerk

Quilter; Greater London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading wealth management firm in Greater London is seeking a detail-oriented individual for a Level 1 Operations role. The successful candidate will process client payments and manage banking transactions accurately, enhancing customer outcomes indirectly. Responsibilities include preparing client payments and handling queries. Candidates should be proficient in Microsoft Office and possess excellent communication skills. This is a fixed-term contract position for 3 months with a focus on accuracy and efficiency.

Qualifications

• Excellent attention to detail in processing transactions.
• Ability to communicate clearly and listen effectively.
• Preference for experience with Microsoft Office tools.

Responsibilities

• Process client and market payments using banking systems.
• Post cash to client accounts accurately.
• Analyze and respond to reconciliations.
• Prepare and process client payments.
• Handle client queries effectively.

Skills

Attention to detail

Effective communication

Concise writing

Interpersonal skills

Microsoft Excel

Microsoft Outlook

Microsoft Word

Job description

Summary

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.

About the Role

Level : Level 1

Department : Operations

Location : London

Contract type : Fixed Term Contract

Contract Duration : 3 months

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).

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.

About You

• 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.