Operations Officer
Core
Execute day-to-day operational activities including payments, account administration, and reconciliations to ensure accurate service delivery and compliance.
Role type
Operations Officer (Payments & Account Administration)
Builds
Client bank accounts, payment transactions, and reconciled financial records
Domain
Wealth management / Financial services
Required skills
Payments processing, Bank reconciliations, Account administration, Excel data analysis, Regulatory compliance, Discrepancy investigation, Process improvement, Stakeholder support, Record keeping, Deadline management
Preferred skills
None stated
Technologies
Excel
Responsibilities
Process payments, transfers, refunds, and interest transactions accurately. Carry out regular bank and Direct Debit reconciliations. Support the administration and maintenance of client bank accounts. Respond to queries and provide support to internal teams and stakeholders. Identify, investigate, and escalate operational risks or discrepancies. Contribute to process improvements to enhance efficiency and accuracy.
Seniority
Individual Contributor