At a Glance
- Tasks: Perform daily reconciliations and resolve discrepancies in cash and stock accounts.
- Company: Established wealth management business with a collaborative team culture.
- Benefits: Competitive salary, hands-on experience, and opportunities for process improvement.
- Other info: Great opportunity for career growth and exposure to UK regulatory environment.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: Minimum 2 years in wealth management or banking operations with strong reconciliation skills.
The predicted salary is between 30000 - 40000 £ per year.
An established wealth management business is looking to hire an Operations Officer to join its Reconciliations team. This is a strong opportunity for someone with operations experience to step into a broad, hands-on role covering UK and international reconciliations.
You will be joining a collaborative team responsible for ensuring the accuracy and integrity of cash, stock, and custody positions, while playing a key role in resolving breaks and improving processes.
The Role:- Perform daily reconciliation of cash and stock accounts across UK and international entities.
- Reconcile safe custody assets and external bank accounts.
- Investigate and resolve reconciliation discrepancies efficiently.
- Work closely with internal teams to reduce and clear outstanding items.
- Ensure all reconciliations meet internal controls and regulatory requirements.
- Manage and reconcile stamp duty, including reclaim processes.
- Contribute to process improvements within the reconciliations function.
- Support internal and external audit requests.
- Maintain and update operational procedures.
- Minimum 2 years’ experience in wealth management or banking operations.
- Strong reconciliations experience (cash, stock, custody preferred).
- Understanding of UK regulatory environment; Crown Dependencies exposure is advantageous.
- Experience with Avaloq or similar systems is beneficial.
- SWIFT knowledge is a plus.
Reconciliations Operations Officer in Preston employer: Cameron Kennedy
Join a leading wealth management firm in Blackpool, where you will thrive in a supportive and collaborative work culture that values accuracy and integrity. With a strong focus on employee growth, this role offers opportunities for professional development and process improvement, making it an ideal environment for those seeking meaningful and rewarding employment in the finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Reconciliations Operations Officer in Preston
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the hunt for a Reconciliations Operations Officer role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your reconciliations knowledge. Be ready to discuss your experience with cash, stock, and custody reconciliations, and think of examples where you've resolved discrepancies. We want you to shine!
✨Tip Number 3
Don’t forget to showcase your process improvement skills! Employers love candidates who can not only do the job but also enhance it. Think about times you've streamlined processes or improved accuracy in your previous roles.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we’re always looking for talented individuals like you to join our collaborative team in Blackpool.
We think you need these skills to ace Reconciliations Operations Officer in Preston
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Reconciliations Operations Officer role. Highlight your relevant experience in wealth management or banking operations, especially focusing on reconciliations. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your background makes you a great fit. Don’t forget to mention any experience with UK regulatory environments or systems like Avaloq.
Showcase Your Problem-Solving Skills:In your application, give examples of how you've efficiently resolved discrepancies in past roles. We love candidates who can demonstrate their ability to improve processes and tackle challenges head-on!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Reconciliations Inside Out
Make sure you brush up on your reconciliations knowledge, especially cash, stock, and custody positions. Be ready to discuss your previous experiences in detail, highlighting how you've resolved discrepancies and improved processes.
✨Familiarise Yourself with Regulatory Requirements
Since the role involves understanding the UK regulatory environment, do some research on relevant regulations. Being able to speak confidently about compliance and internal controls will show that you're serious about the role.
✨Showcase Your Teamwork Skills
This position requires collaboration with various internal teams. Prepare examples of how you've worked effectively in a team setting, particularly in resolving outstanding items or managing audits. Highlighting your communication skills will be key!
✨Prepare for Technical Questions
If you have experience with systems like Avaloq or SWIFT, be ready to discuss this in detail. If not, consider familiarising yourself with these systems beforehand. Showing a willingness to learn can also impress your interviewers.
