Are you a Accounts Administrator in Aylesbury looking for full time permanent work?

Aylesbury, UK
03 Sep 2019
03 Oct 2019
Contract Type
Full Time
We have a great new role in Aylesbury for someone that either has experience of stocks and shares or is interested in this area.

Role details are below, please ensure you have the required skill set before applying - thank you!

Job title - Settlements Assistant

Location - Aylesbury

Contract Type: Permanent - Full time

Salary - Up to £22k plus company benefits


- Employee Discount for Onsite Gym

- 26 days holiday plus 8 bank holidays per annum

- Childcare Voucher

- Onsite free Secure Parking

- 8% Employer Pension Contributions

- Private Health Care for employee

- Employee Support Programme

- Life Assurance

- Share Incentive Plan

- Employee Share Account Discount

- Discretionary Profit Share Bonus

- Employee discounts and offers platform with Perkbox

Start date - 16th September


As a Settlements Assistant, you will be dealing with settling payments for stocks and shares. Any customer that has bought stocks and shares will be given a settlement date and it will be you and your teams responsibility to make sure that the payments for these stocks and shares have been settled.

The individual will be responsible for ensuring operational accuracy within the Dividends & Shareholder Rights team, providing technical support to the Settlement Assistants in completion of their daily tasks and assisting with any problems they may have. The successful candidate will need at least 2 years in an administration role, preferably experience in reconciliations too. Able to use Excel, word, outlook etc with excellent interpersonal skills and a strong communicator. Strong attention to detail, organisational skills and the ability to prioritise tasks well.


• Resolving wherever possible, on a first contact (phone/e-mail) resolution basis, client payment queries

• Handling queries and completing investigations in a timely manner to resolve any client settlement/account errors

• Handling level one customer complaints relating to any payment/settlement issues and escalating where required to line manager

• Liaising with clients via telephone

• Maintaining professional and courteous relationships with consumer and business clients and ensuring that proactive client communication via phone or e-mail is focused on delivering great service levels

• Ensuring all clients (both business and consumer) settle on time

• Monitoring all account balances and ensuring sufficient end of day liquidity (no overdrawn balances)

Candidate qualities:

• Excellent attention to detail

• Self motivated

• Proactive

• Ability to prioritise

• Good time management

This is a great role for the right person and offers progression and financial rewards going forward.

If you are interested and have the required skill set please respond asap to avoid disappointment - thank you.

Please note, due to the high volume of responses we receive if you have not heard back from us in the next 5 working days you have not been successful on this occasion.

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