Skills

Communication Problem Solving Attention to detail

Job Specifications

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

About the Company

Stubben Edge is a technology-based financial services group that enables intermediaries and their clients to make easy decisions about their risks and how to protect or save against them, putting their success at the heart of everything we do so people can get back to what really matters. Its two businesses include Lucid UX, which tailors software, data and analytics solutions for clients across multiple regulated sectors. For those clients Stubben Edge Risk leverages its relationships, actuarial and product knowledge to dev... Know more