Finance Consultant – Settlements
Location:
Dublin (Hybrid)
Albany Beck is looking for a motivated Finance Consultant to join our consulting team, operating within the operations team of a major financial services institution. You'll be part of a dynamic and fast-moving function where accuracy, continuous improvement, and personal development are highly valued.
In this role, you will support a broad and varied client base, from individual investors to large institutional and corporate broking clients. You will be ensuring efficient settlement activity while actively contributing to operational enhancements across the team.
Key Responsibilities
* Manage and complete off-market transfer instructions for retail and institutional clients.
* Check pricing inputs and portfolio information to ensure the integrity of settlement data.
* Coordinate and support corporate broking activities, including end-to-end processing of share cancellations.
* Keep operational playbooks, guidelines, and procedures fully updated to reflect current practices.
* Contribute to team projects, workflow reviews, and other departmental initiatives as they arise.
* Ensure all settlement activity complies with internal processes, operational controls, and Client Asset Regulations (CAR).
* Monitor regulatory, procedural, or operational developments and implement necessary updates.
* Take ownership of designated administrative workloads, providing timely, accurate, and reliable service.
* Identify areas where efficiency or quality can be improved and propose actionable solutions.
* Provide comprehensive support to internal partners—such as Wealth Management teams—across a variety of settlement-related matters.
* Work collaboratively with colleagues to achieve collective targets and maintain strong operational performance.
* Challenge outdated practices constructively and advocate for improvements that enhance team effectiveness.
* Track outsourced provider performance and escalate any risks or potential SLA breaches.
* Represent the team at internal and external meetings, ensuring consistent, professional engagement with stakeholders.
Experience & Skills
* Strong proficiency across Microsoft Word and Excel.
* Experience within financial services—particularly settlement operations or client operations—is beneficial.
* Demonstrated ability to resolve issues collaboratively, including cases involving external parties.
* Excellent communication skills, both written and verbal, with the ability to tailor messaging to different audiences.
* Strong organisational capability with the ability to handle shifting priorities with minimal oversight.
* High level of accuracy and meticulous attention to detail.
* Capable team contributor with the confidence to work independently where required.