Operations Associate

The Reconciliations team work in a fast-paced friendly environment where they’re charged with giving clients the certainty that their cash and assets are secure at all times. We are looking for a new team member who can excel, whether working as part of a dedicated thriving team or on solo projects, with a desire to influence internal change in an ever-evolving regulatory climate. The role is a mixture of operational and regulatory focus which can provide a varied and interesting role for the right individual.

KEY DUTIES AND RESPONSIBILITIES:

• Ensure the timely and accurate completion of reconciliations in compliance with CASS regulation.
• Collaborate with other departments to drive the prompt resolution of any discrepancies found.
• Compile and submit regular attestations to internal stakeholders as well as the FCA.
• Contribute to ensuring all relevant controls are robust, operated effectively and fully documented.

PERSON SPECIFICATION

ESSENTIAL

QUALIFICATIONS

• A levels (or equivalent)

KNOWLEDGE

• Computer literate, particularly with Microsoft Excel
• In-depth knowledge of HL products and services

EXPERIENCE

• Previous reconciliations experience

SKILLS

• Excellent communication skills
• Good written and numeracy skills
• Ability to prioritise own workload
• Excellent attention to detail
• Ability to remain professional under pressure

ATTRIBUTES

• Client satisfaction orientated
• Hardworking and dependable
• Ability to work individually and within a team
• Proactive and positive

DESIRABLE

QUALIFICATIONS

• Educated to degree level 2.1 or above

KNOWLEDGE

• Knowledge of financial services
• Experience with Microsoft Office and using in-house systems
• Understanding of FCA and CASS regulations

EXPERIENCE

• Experience of dealing with clients, responding to queries and providing exceptional client service.
• Wider financial services experience

SKILLS

• Ability to use initiative
• Excellent written and numeracy
• Problem solving skills

ATTRIBUTES

• Innovative
• Willingness to learn and desire to develop professionally
• Desire to contribute to the company’s success and uphold its exceptional reputation and standards
• Desire to work towards accounting qualifications

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