Initial 1 year contract
About Us:
Founded in 2018, the mission of Stubben Edge is to do insurance differently. We are seeking to revolutionise the tools of a financial services intermediary and offer our products to a wider audience.
We are expanding rapidly, both organically and inorganically. Future acquisitions are on the immediate horizon and the company is looking to quadruple its revenue again over the next 12-18 months. As well as our London headquarters, we now also have offices in India, South Africa, and Guernsey.
The Role
This is a great opportunity for an operations assistant to join a fast-growing company in developing an in-house finance and operations function. The role would be to assist the cash management operations team with day-to-day processing of instructions, preparing and reviewing daily and monthly bank reconciliations, onboarding of new clients via our cash management tool and the ability to organize and prioritise your workload.
The successful candidate will report directly to the Operations Manager.
Key responsibilities will include:
- Onboarding new clients within the cash management platform
- Preparing and reviewing new deposit instructions, withdrawals and closures
- Performing interest calculations on bank deposits
- Setting up payment instructions to multiple banks
- Communicating with external bank partners
- Preparing and reviewing daily bank reconciliations and post interest journals to client accounts
- Compiling client tax statements when requested
- Preparing monthly management information on overall cash positions on platform
- Preparing and reviewing month end panel bank reconciliations including pooled accounts
The successful candidate will:
- Back Office Cash Management / Operations experience highly beneficial
- Proven track record of successful client focused activity
- Demonstrated ownership and execution of tasks and responsibilities
- Highly organized committed and reliable team player with strong attention to detail
- Excellent Microsoft Office skills, especially Excel
- Have strong problem solving and communication skills
- Experience with ONFIDO/ORBIS
- Familiarity with AML/KYC procedures
- Experience dealing with UK banks
- MI/quarterly reporting experience
Compensation Package: depending on experience
Hours: Full Time Permanent
Holiday: 25 Days + BH
Additional Benefits: 3% Employer Pension & Private Medical, Life Insurance