Financial Services

Back Office Executive

Financial Services
ID #

Back Office Executive

United Kingdom
Full Time

Eager to develop, hungry to grow, and work your way up? That’s the appetite needed to join our client’s investment firm in Limassol, Cyprus. We are looking for a mid-level experienced Back Office operations person who is solution-focused and comfortable assisting in client onboarding. 

Job Description

  • Assist in the preparation of Back-Office manuals, terms & conditions, contracts, procedures, and policies
  • Implement internal procedures for the department
  • Help to implement strong Know Your Client and Know Your Business procedures for all existing and potential clients
  • Reporting suspicious transactions to the compliance department
  • Ensure that all necessary documentation is collected, and accurately recorded in the client’s folders and that the Company’s CRM software is updated
  • Validate provided documentation with an independent third-party electronic software
  • Process applications for Individual and Corporate Live trading accounts/Affiliate accounts (Introducing Broker) / Money Manager accounts in line with the Company’s policies and procedures
  • Amend client’s accounts (e.g. leverage, profile, etc.) into the Company’s CRM software, MT4, and MT5
  • Keep client records (i.e. agreements, ID documents, applications, Know Your Client Information) in electronic form
  • Communicating with clients via email for any inquiries related to their deposits, account opening, and withdrawals
  • Liaise with other departments to escalate and resolve all client issues promptly
  • Identify and address problems and opportunities for improving systems, aiming to upscale the department’s performance

Your Profile

  • Minimum 3+ years of previous work experience within a CFD broker or Investment Firm is a must
  • University Degree in Economics/Finance/Business or any other relevant qualification is an advantage
  • Computer literate – very good knowledge of MS Excel and Word
  • Knowledge of MT4 and MT5 platforms
  • Excellent communication skills in English are essential, other additional languages will be considered an advantage
  • Integrity, discreteness, trustworthiness, and reliability
  • Paying attention to detail, proactive character
  • Willingness to learn and grow
  • Ability to deliver under pressure


  • 21 days annual leave
  • Provident Fund (after probation)
  • Subsidized lunch via company Wolt account
HR Innovate is an equal opportunity Recruiting Agency and value diversity in the Company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, or disability status.

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