ABOUT US

At Cascade Cash Management, we help individuals, businesses and charities make the most of their savings through smart, secure and seamless cash management. Our award-winning platform enables clients to access the best savings rates across the market while enjoying FSCS protection, full transparency and expert support.
We’re a passionate and growing team driven by innovation, exceptional service and a commitment to financial empowerment. As we continue to grow, we’re looking for an organised and enthusiastic Savings Administrator to join our team and help us deliver exceptional service every step of the way.

THE ROLE

As a Savings Administrator, you’ll play a key role in supporting the day-to-day operations of the business. You’ll be responsible for ensuring client records are accurate, documentation is complete and processes are followed with care and attention.
You’ll be someone who enjoys working in a fast-paced environment, takes pride in doing things properly and is always ready to lend a hand.

KEY RESPONSIBILITIES

• Provide administrative support across client onboarding and account opening processes.
• Maintain accurate records and ensure documentation is completed to a high standard.
• Assist with handling client queries by email and phone in a friendly, professional manner.
• Support the operations and savings team with ongoing account management.
• Help co-ordinate communications with banks, clients and financial advisers.
• Carry out regular checks to ensure compliance and data integrity.
• Contribute to process improvements and the overall efficiency of the team.