Financial Operations Officer

4 days ago


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

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

The successful candidate will be responsible for:

  • Processing and Settlement: Effectively process and settle investment transactions, including purchases, sales, transfers, dividends, and interest.
  • Trade Execution: Monitor incoming investment instructions and ensure trades are routed to the correct third-party providers quickly and efficiently.
  • Customer Service: Provide exceptional customer service to internal stakeholders, responding to enquiries and tasks in a timely and effective manner.
  • Compliance: Perform first-line checks on investment instructions to ensure compliance with regulatory requirements.
  • Bank Reconciliation: Accurately allocate bank receipts and reconcile control and suspense accounts, ensuring prompt resolution of any issues that arise.
  • Problem-Solving: Investigate and resolve differences in settlement amounts and dividend payments through independent problem-solving and escalation to senior officers or team leaders as necessary.
  • Tax and Fees: Prepare tax refund claims to HMRC accurately and ensure correct tracking, as well as calculate and process manual fees accurately.

This is an excellent opportunity for a motivated and analytical individual to join our team and contribute to the success of Clearwater People Solutions Ltd. If you have experience in finance or relevant transferable skills, we encourage you to apply.

Benefits

  • Competitive Salary
  • Generous Holiday Allowance
  • Pension Scheme
  • Development Opportunities


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