At a Glance
- Tasks: Manage client accounts, payments, and reconciliations in a dynamic back office role.
- Company: Join a fast-paced team focused on operational excellence.
- Benefits: Competitive salary, supportive team environment, and opportunities for growth.
- Other info: Ideal for those who thrive in a collaborative and fast-paced setting.
- Why this job: Be part of a crucial team ensuring smooth financial operations.
- Qualifications: Strong multitasking skills and good knowledge of Excel; accounting experience is a plus.
The predicted salary is between 30000 - 40000 £ per year.
Varied Back Office role combining settlements, payments, and reconciliations.
- Check and maintain client and company accounts
- Check funds coming in from clients
- Set up payment sheets and make payments to the broker
- Ensure source of funds have been approved by compliance
- Chase for funds not received from the client and keep track of debts
- Reconcile client and company accounts on Xero and spreadsheets
- Update and maintain the Margin Report, Unpaid Monies Report and Open Case Report
- Check source of funds has been approved by compliance
- Authorise payments
- Obtain copies of SWIFT messages for both incoming and outgoing payments
- Keep a log of funds transferred between companies
- Control and reconciliation of returned currency from broker
- Ensure any 3rd party payments have been approved by Compliance
- Set up and make payments to the Client
- Update Xero in-house online trade platform
- Chase for client payment details and adding them to the in-house trade platform
- Check broker recaps
- Check that 3rd party payments have been approved by compliance
- Any ad-hoc duties relating to the smooth running of the department.
Requirements:
- Looking for a multi-tasker that can prioritise work accurately and efficiently.
- Ability to work in a fast-paced small department
- Ability to work within a team but also with own job responsibilities.
- Excel (good knowledge)
- Accounts knowledge would be an advantage.
Operations Officer employer: SGM-FX Ltd
As an Operations Officer in our dynamic and supportive environment, you will thrive in a role that offers diverse responsibilities and the opportunity to contribute to the smooth running of our operations. We pride ourselves on fostering a collaborative work culture that encourages professional growth, with tailored training and development opportunities available to all employees. Located in a vibrant area, our company not only values your contributions but also provides a competitive benefits package, ensuring a rewarding and fulfilling career path.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Officer
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. 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 researching the company and role thoroughly. Understand their operations and think about how your skills in settlements, payments, and reconciliations can add value. We want you to shine!
✨Tip Number 3
Practice your responses to common interview questions, especially those related to multi-tasking and prioritising work. We all know that being an Operations Officer means juggling tasks, so show them you can handle it!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and engaged with our platform.
We think you need these skills to ace Operations Officer
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience that matches the Operations Officer role. We want to see how your skills in settlements, payments, and reconciliations can shine through!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you're the perfect fit for our team. Share specific examples of how you've handled similar tasks and demonstrate your multi-tasking abilities.
Show Off Your Excel Skills:Since good knowledge of Excel is a must, don’t forget to mention any relevant projects or experiences where you’ve used it. We love seeing candidates who can handle data like pros!
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 without any hiccups!
How to prepare for a job interview at SGM-FX Ltd
✨Know Your Numbers
Brush up on your Excel skills and be ready to discuss how you've used spreadsheets in previous roles. Be prepared to talk about specific examples of reconciliations or reports you've managed, as this will show your familiarity with the tools they'll expect you to use.
✨Understand Compliance
Familiarise yourself with compliance regulations related to payments and funds. Being able to discuss how you've ensured compliance in past roles will demonstrate your attention to detail and understanding of the importance of these processes.
✨Show Your Multi-Tasking Skills
Prepare examples that showcase your ability to juggle multiple tasks effectively. Think of situations where you had to prioritise urgent payments or manage client accounts while keeping everything organised—this will highlight your suitability for a fast-paced environment.
✨Team Player with Initiative
While it's important to show you can work independently, also emphasise your experience working within a team. Share instances where you collaborated with colleagues to solve problems or improve processes, as this will reflect your adaptability and teamwork skills.
