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Financial Operations Administrator
On-siteFull-timeAccountingFinancial ServicesWealth Management
A leading family office in Herzliya is seeking a full-time Financial Operations Administrator to manage financial operations and back-office processes. The role requires strong financial understanding, accuracy, organization, and advanced English and Excel skills.
Responsibilities
- Manage and oversee ongoing operational and back-office processes
- Prepare consolidated reports and perform reconciliations
- Work with domestic and international banking systems and support bank account opening
- Handle KYC, AML, FATCA, CRS, and other regulatory requirements
- Review and verify fees and perform financial checks
- Download account statements and manage classified documents in Hebrew and English
Requirements
- Bachelor’s degree in accounting, economics, or business administration, or nearing completion; required
- Knowledge of capital markets and investment instruments; required
- High proficiency in English, including reading, writing, and speaking
- Advanced Excel skills and strong proficiency with Microsoft Office applications
- Strong attention to detail, organization, and accuracy
- Ability to work intensively and collaborate effectively in a team
Nice to have
- Previous experience in banking, investment management, or insurance
- Experience with capital markets and investment instruments