Finance Operations Officer
4 weeks ago
Goldhawk Associates is working with a leading organisation based in Kings Hill. This is an exciting opportunity for you to be a part of their team as a Finance Operations Officer.
They are well known for their values and how they treat their employees - making everyday a safe and enjoyable place to work.
This is a permanent full-time role operating on a hybrid basis.
Responsibilities will include but not be limited to:
- Processing/ Preparing/ Recording of all investment transactions, including settlement for purchases, sales, transfers, dividends and interest
- Performing first line checks on all investment instructions to ensure they are compliant with company policies
- Reconciliation of control and suspense accounts
- Preparation of tax refund claims
- Investigating and resolving differences in settlement amounts and dividends payments
- Calculation and processing of manual fees accurately
- Assist in full recording of all tasks linked to Key Performance Indicators
- Good Excel skills
- Experience in finance operations is ideal but also open to any finance experience
- Strong admin skills
If you or someone you know would be interested in finding out more about any of these roles or if you would like a confidential discussion about your job search, please get in touch.
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