Our employees apply decades of securities industry and software development experience along with a passion for solving real-world problems. Our strategic partners provide complementary services, software, and market data to enhance our solutions.

The Silver team delivers cost-effective brokerage operations, cost basis reporting and wealth management solutions for our clients.

Duties/Responsibilities

• Ensure accuracy of cost basis processing and tax reporting data
• Research and resolve investment account reconciliation breaks
• Research and resolve investment account processing exceptions
• Analyse and communicate processing results and trends
• Recommend and help implement process improvements and software usability enhancements

Education and/or Experience

• Bachelor’s degree in related field (or equivalent practical experience) required
• 3+ years of prior work experience in a similar role

Required Skills/Abilities

• Strong analytical and problem solving abilities
• Excellent oral and written communication skills
• Experience with US tax reporting /1042s advantageous
• Experience with SQL and/or advanced Excel skills advantageous
• Self motivated and able to work independently (certifications will be required within job role)
• Obtain a passing score on the Securities Industry Essentials® (SIE®) Exam within your first 90 days and FINRA Series 99 within the year.

Work Environment

This job operates in a hybrid office environment 2 days per week.

#operations #associate #full-time #AFSUK

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Our Rewards

We offer a robust package of employee perks and benefits, including a market-leading salary with an annual bonus, 28 days of annual leave plus 10 Northern Ireland national holidays, a training and development budget, and a pension matched up to 7%. Our benefits also cover private health insurance for medical, dental, and optical care, and life insurance. We emphasize work-life balance with flexible working hours, parental leave, a modern city center office, and a hybrid work schedule that allows for greater flexibility by partially working from home. Additional perks include monthly catered lunches, unlimited drinks and snacks, hackathon events, poker tournaments, and a charitable matching gift program.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.