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- Tasks: Lead a dynamic team in managing cash operations and risk prevention.
- Company: Join Apex Fintech Solutions, a leader in digital wealth management.
- Benefits: Enjoy competitive salary, 28 days leave, and flexible working hours.
- Why this job: Make an immediate impact in a fast-paced, innovative environment.
- Qualifications: 5+ years in finance with strong leadership and communication skills.
- Other info: Experience a vibrant workplace culture with fun events and perks.
The predicted salary is between 36000 - 60000 £ per year.
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. As a global organization, we have offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:
- 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
- 2021 Most Innovative Companies - presented by Fast Company
- 2021 Best API & Best Trading Technology - presented by Global Fintech Awards
Apex's Operations division manages complex middle and back office custodial and clearing services on behalf of our clients. We are seeking a Manager, Operations (Margins & Cashiering) to support our Cash Management team responsible for risk prevention, status confirmation, and education of policies and procedures related to money movement. Our mission is to execute as an elite team of experts, committed to the highest level of satisfaction, by owning every client interaction through clients' eyes. We provide one call resolution and protect the clients' interests from fraud while mitigating risk to the firm. Our team is centralized to assist various departments' client requests for incoming and outgoing movement of funds. Our collaborative team members carry out our mission to provide the one-on-one service that Apex is known for. It is this level of service that differentiates us from our competitors!
Duties/Responsibilities
- Effectively managing, and coaching others, evaluating risk when reviewing client accounts requesting fund disbursements including but not limited to check requests, check deposits, domestic and international incoming and outgoing wires.
- Performing work that is detailed and communicated in a clear, effective manner.
- Actively listen, assess specialists' and clients' needs, research information, and provide "outside of the box" solutions.
- Problem solving and conducting research/special requests through the use of email, telephone and our internal inquiry system.
- Receiving and effectively resolving escalations to the clients' satisfaction and take action quickly in a high-risk environment to mitigate risk to the firm.
- Proactively educate specialists, clients and internal partners on our products and services.
- Drive business initiatives and results by developing strong partnerships.
Education and/or Experience
- Bachelor's degree in finance, economics, or business administration (or equivalent work experience) required
- 5+ years' experience in brokerage/financial industry, with emphasis on customer service or securities processing required
- 2+ years experience as a people manager preferred
- FINRA SIE and Series 99 License(s) required (or willingness to obtain); Series 7 preferred
Required Skills/Abilities
- Passion for service and the desire to help and develop people.
- Strong interpersonal, verbal, and written communication skills.
- Ability to listen and to explain complex subjects in simpler terms
- Demonstrated ability to work in an environment with minimum supervision
- Demonstrated leadership and ability to be a role model and mentor to your peers.
- Intermediate to advance level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry.
- Excellent operational and follow-up skills with the ability to manage complex work are self-directed and quickly develop a full understanding of our business.
- Advanced level of knowledge regarding regulatory, audit and compliance policies regarding the securities industry is needed.
- Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.
Work Environment
This job operates in a hybrid, office environment 3 days per week.
Our Rewards
We offer a robust package of employee perks and benefits, including a market-leading salary with an annual bonus, 28 days of annual leave plus 10 Northern Ireland national holidays, a training and development budget, and a pension matched up to 7%. Our benefits also cover private health insurance for medical, dental, and optical care, and life insurance. We emphasize work-life balance with flexible working hours, parental leave, a modern city centre office, and a hybrid work schedule that allows for greater flexibility by partially working from home. Additional perks include monthly catered lunches, unlimited drinks and snacks, hackathon events, poker tournaments, and a charitable matching gift program.
EEO Statement
Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Disability Statement
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.
Manager, Operations (Margins & Cashiering) in Belfast employer: Apex Fintech Solutions LLC
Contact Detail:
Apex Fintech Solutions LLC Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Manager, Operations (Margins & Cashiering) in Belfast
✨Tip Number 1
Network like a pro! Reach out to current or former employees at AFS on LinkedIn. Ask them about their experiences and any tips they might have for landing the role. Personal connections can give you insights that a job description just can't.
✨Tip Number 2
Prepare for the interview by understanding AFS's mission and values. Think about how your experience aligns with their focus on client satisfaction and risk management. Be ready to share specific examples of how you've excelled in similar situations.
✨Tip Number 3
Practice your problem-solving skills! Since the role involves assessing risks and providing solutions, consider doing mock interviews where you tackle hypothetical scenarios related to fund disbursements or client escalations.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in being part of the AFS team. Let's get you that interview!
We think you need these skills to ace Manager, Operations (Margins & Cashiering) in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Manager, Operations. Highlight your experience in the financial industry and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our mission at Apex Fintech Solutions. Let us know what makes you tick and why you want to join our fast-paced environment.
Showcase Your Problem-Solving Skills: In your application, don’t forget to mention specific examples where you've successfully solved complex problems or managed risk. We love candidates who can think outside the box and provide innovative solutions, so share those stories with us!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come through our own channels!
How to prepare for a job interview at Apex Fintech Solutions LLC
✨Know Your Numbers
As a Manager in Operations, you'll need to be comfortable with financial metrics. Brush up on key performance indicators related to margins and cashiering. Be ready to discuss how you've used data to drive decisions in your previous roles.
✨Showcase Your Leadership Skills
This role requires strong leadership abilities. Prepare examples of how you've successfully managed teams, resolved conflicts, and mentored others. Highlight your passion for developing people and fostering a collaborative environment.
✨Understand the Regulatory Landscape
Familiarise yourself with the regulatory, audit, and compliance policies relevant to the securities industry. Be prepared to discuss how you’ve navigated these complexities in past positions and how you can ensure compliance within the team.
✨Demonstrate Problem-Solving Prowess
The ability to think outside the box is crucial in this fast-paced environment. Prepare to share specific instances where you've tackled complex problems or escalations effectively, showcasing your analytical skills and quick decision-making.
