- Employer: Golden Career
Our client is an established investment firm with offices in Limassol. Their goal is to benefit each client by providing them with all the tools and assistance required for success in financial markets. They are currently looking for a Head of Back Office to join their team of skilled professionals. The successful candidate will have three or more years’ experience in a similar role within the Financial Services industry and will also have experience in team management.
Reference #: GC004291
- Management and administration of the department
- Implementation of the internal regulations and procedures for the department
- Opening of new client’s accounts
- Provision of information to Clients and prospects regarding the Company and guiding them on how to open a physical or corporate account
- Implement strong Know Your Client procedure to all potential and existing Clients,
- Closing of clients’ accounts
- Amend existing Client Accounts (i.e. Valid Documents, updated information, leverage, profile etc.)
- Settlement of the transactions in accordance with the agreements
- Reconciliations on the daily and monthly basis, client’s balances (funds, securities, financial instruments) with the company’s balances recorded in software
- Keep client records (i.e. agreements, ID documents, investor questionnaire, Know Your Client information) in electronic form on an annual basis
- Preparation of back office manuals, terms & conditions, contracts, procedures, policies and relevant disclaimers
- Preparation of Various regulatory reports
- Assisting Head of Brokerage and Managing Director
- 3+ year previous experience in a similar role
- Experience in team management
- Excellent command of the English language.
- Any additional languages (French, Italian, Arab, Vietnamese) is an advantage
- Computer literacy with very good working knowledge of Microsoft Office applications
- University Degree- an advantage
- Knowledge of CySec regulations, FX industry.