Operations Account Associate
6 months ago
**The Role: Operations Account Associate**
We're on the lookout for an **Operations Account Associate** to join our team and be a driving force in shaping our in-house finance and operations function. You'll work closely with our Operations Manager, ensuring smooth cash management operations and contributing to our growing success.
Are you a proactive graduate, keen on contributing to the next phase of financial services innovation?
At Stubben Edge, we are at the forefront of reshaping the insurance landscape. Founded in 2018, we are on a trajectory of rapid growth, both organically and through strategic acquisitions. As we expand globally, we are seeking a detail-oriented and dynamic Operations Account Associate to join our dedicated team.
This role is an excellent opportunity for a professional with a startup mentality, proven success in client-focused roles, and a strong background in operations.
**Key Skills and Desirable Qualifications**:
- **Proactive Mindset**: Exhibit a proactive approach to problemsolving and execution.
- **Client Focus**: Demonstrate a track record of success in clientfocused activities.
- **Organisational Leadership**: Showcase the ability to take ownership and lead the execution of tasks.
- **Effective Communication**: Strong communication skills, both written and verbal.
- **Technical Proficiency**: Excel in the use of Microsoft Office, with a particular focus on Excel proficiency.
- **Adaptability**: Possess the ability to navigate through complex problemsolving scenarios.
- **Bonus Points**: Prior experience with ONFIDO/ORBIS, familiarity with AML/KYC procedures, and experience in Management Information reporting.
**Responsibilities Include**:
- Conducting onboarding of new clients within the cash management platform, ensuring adherence to AML/KYC and internal compliance procedures.
- Responding promptly to client inquiries regarding deposit instructions, withdrawals, and closures.
- Compiling client tax statements upon request.
- Assisting operations with communications to account users.
- Preparing monthly management information on overall account status.
- Maintaining upto-date information for each account on CRM-Flightdeck.
- Preparing compliance reports monthly.
- Compensation Package: £26K to £30K DOE
- Location**:London (Hybrid) Tues-Thurs in our London Office
- Hours: Full Time, Permanent
- Holiday: 25 Days + BH
- Standard Benefits: 3% Employer Pension & Private Medical, Life Insurance & Full Training Provided
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