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Finance Operations Officer

2 months ago

Maidstone, Kent, United Kingdom Clearwater People Solutions Ltd Full time
Job Description

We are seeking a highly motivated and detail-oriented Finance Operations Officer to join our team at Clearwater People Solutions Ltd. As a key member of our Finance team, you will play a crucial role in ensuring the smooth operation of our financial processes.

Key Responsibilities:
  • Transaction Processing: You will be responsible for the prompt and accurate processing of all investment transactions, including settlement, to ensure timely and efficient execution.
  • Customer Service: You will provide exceptional customer service to internal stakeholders, responding to enquiries and tasks in a timely and effective manner.
  • Compliance: You will perform first-line checks on all investment instructions to ensure they are compliant with relevant regulations and guidelines.
  • Banking and Reconciliation: You will accurately allocate bank receipts and reconcile control and suspense accounts, ensuring the prompt resolution of any issues that arise.
  • Tax and Fees: You will prepare tax refund claims to HMRC accurately and ensure correct tracking, as well as calculate and process manual fees accurately.
Requirements:
  • Experience in finance or relevant transferable skills
  • An analytical mind and a keen desire to learn
  • Excellent communication and customer service skills
What We Offer:
  • Six weeks holiday plus bank holidays
  • A wide range of development opportunities to support personal and professional growth
  • Pension scheme with better-than-market employer contribution options