At a Glance
- Tasks: Support administrative, financial, and reporting functions in a fast-paced insurance environment.
- Company: Join a UK-based insurance firm specialising in niche sectors with global reinsurance backing.
- Benefits: Enjoy a competitive salary, potential for contract extension, and exposure to senior leadership.
- Other info: This is a 3-month contract role based in Chelmsford.
- Why this job: Gain hands-on experience in a dynamic team while developing valuable operational skills.
- Qualifications: Strong Excel skills, detail-oriented, and a positive attitude are essential.
The predicted salary is between 20833 - 25000 £ per year.
Market-leading trade and payments Fintech | Operations Assistant | London (hybrid) | Salary of £30 -32K + bonuses
Our partner is a London-based fintech and media platform at the forefront of global trade and receivables finance. This innovative organisation combines data-driven technology with independent thought leadership to improve access to trade finance for businesses worldwide.
With a global readership across 180+ countries and access to leading finance institutions, it plays a pivotal role in shaping the future of cross-border trade, supply chain finance, and working capital solutions. Through a blend of research, digital content, and market connectivity, the company empowers SMEs and corporations to navigate complex financing landscapes with confidence.
About the role
They are currently seeking a highly organised and proactive Operations Assistant to join their team. This is a hands-on, high-impact support role working directly with the COO across a wide range of core business operations. You'll play a key part in ensuring compliance, smooth client onboarding, clean financial reconciliations, and strong internal documentation.
Responsibilities
- Support the COO with completing and submitting key business forms (e.g. insurance applications, bank account set-ups, vendor forms)
- Assist with reconciling financial accounts and trade books/tapes, ensuring records are accurate and up to date
- Prepare finance-related documents and transfer requests in coordination with internal stakeholders and external parties
- Update Excel models and data tapes to reflect the latest financial and operational information
- Maintain internal documentation around payments, transaction logs, and client records
- Help with client onboarding: gathering documentation, conducting initial screening, and ensuring compliance with AML/fincrime policies
- Ensure data accuracy across internal systems (e.g. CRMs, compliance dashboards, internal trackers)
- Assist with compiling and preparing documents for audits, investor updates, or regulatory reporting
- Provide general operational support to the COO across projects, systems, and internal processes
- Potential to support early-stage client origination and outreach, especially in helping identify and qualify prospects
Requirements
- 0-1 year of experience in an operations, compliance, finance, or admin role , ideally in a fintech or financial services setting
- Strong proficiency with spreadsheets and comfort working across systems and documentation tools
- High attention to detail, strong organisational skills, and a solutions-first mindset
- Discretion when handling confidential and sensitive business or client information
Compensation and benefits
- Salary of £30 - 32K + bonuses
- Hybrid working arrangement
- Excellent progression opportunities
Seniority level
- Associate
Employment type
- Full-time
Job function
- General Business
Industries
- Financial Services and Technology, Information and Media
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Operations Assistant employer: Capua
Capua, situated near the historic city of Oxford, is an exceptional employer that prioritises professional development and innovation within the defence and aerospace sectors. With a competitive salary range of £90k-£100k, employees benefit from direct engagement with the leadership team, fostering a collaborative work culture that encourages growth and creativity. The company offers unique opportunities to lead impactful projects in a dynamic environment, making it an ideal place for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Assistant
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Capua. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Assistant
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Capua.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Capua's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Capua
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Capua.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Capua will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Capua employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
