Financial Reconciliation Specialist
4 hours ago
- Prepare accurate and timely bank and general ledger reconciliations within established service level agreements.
- Ensure outstanding items are thoroughly reviewed, escalated, and resolved in accordance with service level agreements.
- Review daily banking requirements for funds/schemes, including liquidity management, to ensure seamless operations.
- Monitor daily platform cash functions and reporting to maintain financial integrity.
- Ensure compliance requirements are met, and accurate reporting is provided to enable required control mechanisms.
- Maintain accurate accounting records and ensure their integrity.
- Develop and foster partnerships with key business areas to drive process improvements.
- Perform ad hoc and additional functions as required to support the team.
- Degree-qualified or high-level industry operational experience, preferably with a CA/CPA qualification or studying towards it.
- Intermediate skills in Microsoft Office products.
- Experience in the wealth management/financial services industry is desirable.
- Experience working on the implementation of automation, simplification of processes, or regulatory changes is highly valued.
- Investment expertise, maintaining an understanding of the asset management industry, superannuation industry, and different securities and financial products, is essential.
- Familiarity with financial regulations is preferred.
Insignia Financial is a leading financial wellbeing organisation, dedicated to helping people feel good about their money. We're committed to creating a positive impact in people's lives, and we're looking for talented individuals to join our team.
We offer a flexible work culture, a diverse and high-performing team, and opportunities for growth and development. If you're passionate about making a difference in people's lives and want to be part of a dynamic team, we encourage you to apply.
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