Stubben Edge

About the Company

Stubben Edge is a technology-based financial services group that enables intermediaries and their clients to make easy decisions about their risks and how to protect or save against them, putting their success at the heart of everything we do so people can get back to what really matters. Its two businesses include Lucid UX, which tailors software, data and analytics solutions for clients across multiple regulated sectors. For those clients Stubben Edge Risk leverages its relationships, actuarial and product knowledge to develop niche products alongside both intermediaries and financial institutions.

Listed Jobs

Company Name

Stubben Edge

Job Title

Operations Assistant

Job Description

**Job Title** Operations Assistant **Role Summary** Support the cash‑management operations team by executing daily processing tasks, client onboarding, bank reconciliations, and financial reporting within an in‑house finance function. **Expectations** - Deliver accurate, timely processing of cash‑management instructions and documentation. - Maintain high standards of client service, ownership, and compliance. - Provide reliable data for senior management and client communication. **Key Responsibilities** - Onboard new clients onto the cash‑management platform. - Prepare and review deposit instructions, withdrawals, closures, and payment instructions to multiple banks. - Perform interest calculations on bank deposits and post interest journals to client accounts. - Communicate with external bank partners. - Compile client tax statements when requested. - Prepare daily bank reconciliations and post interest journals; maintain month‑end panel bank reconciliations, including pooled accounts. - Generate monthly management information on overall cash positions on the platform. - Support MI/quarterly reporting. **Required Skills** - Experience in back‑office cash‑management or operational roles. - Proven client‑focused service delivery and task ownership. - Strong organisational, detail‑oriented, and problem‑solving abilities. - Advanced Microsoft Office skills, particularly Excel. - Effective communication, both written and verbal. - Practical knowledge of ONFIDO/ORBIS systems. - Familiarity with AML/KYC procedures. - Experience working with UK banks. - Ability to prepare MI and quarterly financial reporting. **Required Education & Certifications** - Bachelor’s degree or equivalent in Finance, Accounting, Business Administration, or related discipline, or demonstrable equivalent experience. - Relevant professional certification (e.g., ACCA, CIMA, CPA) preferred but not mandatory.

United kingdom

Remote

02-12-2025