Company Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners
Job Description
To perform, complete and monitor the administration of various types of insolvency case estate / client accounts and cash books to a high standard
Some of your responsibilities will include:
- To reconcile a large number of estate / client accounts and identify all unidentified entries.
- To liaise and meet with various representatives to a professional standard, whilst completing duties and progressing relationships.
- To arrange bank account opening and closing with various banking institutions in an expedient manner.
- Complete internal procedures for paying in estate / client account cheques to the relevant account. (This will include going to various bank branches)
- Process sterling and foreign cheque / transfer requisitions, whilst showing a very high level of attention to detail.
- To arrange deposit investments to maximise return for amount available.
- To accurately process entries to estate / client accounts.
- To produce statutory documents, whilst showing a high level of attention to detail, in line with statutory requirements.
- To file documentation to the correct case files, for audit trail and future reference purposes.
- Allocate inward payments.
- Processing of payments, upon receipt of back-up paperwork.
To be successful in the role, you should have:
- Experience working in a back office processing environment of a ‘high street’ Bank Required
- Completing high pressure / volume transactions and suspense account reconciliations Required
- Knowledge of general banking practices, along with Swift / BIC / domestic payment requirements
Qualifications
Preferred strong academic background
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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