Cass Sme Oversight

Apex Group

Chelmsford, United Kingdom
Market related; not specified; competitive benefit...
Not specified, but based on the role's nature, it is likely suitable for a hybrid or onsite arrangement.
Cass compliance oversight
Client money reconciliation
Fca regulatory awareness
Apex Group is seeking a CASS SME Oversight professional for their Transfer Agency team located in Chelmsford or Wimborne, UK. The ideal candidate should have a minimum of five years of CASS experience, strong communication skills, and a commitment to compliance and efficiency

Job Summary

  • The role involves overseeing end-to-end workflows to ensure strict compliance with client money rules across the business.
  • Candidates will be responsible for maintaining the CASS Matrix, leading workshops, and managing daily reconciliations to meet FCA requirements.
  • The position offers the opportunity to work within a global team of over 13,000 employees providing cross-jurisdictional fund administration services.

Matching Summary

Match Score: 85

Apex Group is seeking a CASS SME Oversight professional for their Transfer Agency team located in Chelmsford or Wimborne, UK. The ideal candidate should have a minimum of five years of CASS experience, strong communication skills, and a commitment to compliance and efficiency.

Salary

Market related; Not specified; Competitive benefits package

Skills & Requirements

Must-have

  • CASS compliance oversight
  • Client money reconciliation
  • FCA regulatory awareness
  • Transfer agency operations
  • CMAR returns management

Nice-to-have

  • IOC competency preferred
  • Process enhancement skills
  • Strong communication abilities
  • Team collaboration mindset
  • Detail and quality conscious

Key Requirements

  • 5 years minimum CASS experience
  • Suitable qualifications relevant to duties
  • Willingness to work towards IOC qualification

Work Rights

Not specified

Tailored Resume

Cover Letter