About ZAD
ZAD is the brainchild of a group of young, passionate Kuwaiti financial professionals driven by a vision of fostering a culture of investment in Kuwait. And for this team, Zad began as a means to answer a need in the market: the need to make investment an accessible concept and viable choice for a broader audience
About the Role
Finance's primary point of contact facing the Operations team — every operations-related finance task routes through this role, not only client transfers. Reviews the transfer file Operations shares and executes the transfer, reviewed by the Senior Finance Officer before the Manager/Controller — Kuwait's final sign-off, and reconciles the firm's external trading-platform and custodian account balances against their invoices. Client-based reconciliation itself stays with Operations throughout — Finance reviews and executes, it does not perform that reconciliation.
Key Responsibilities
- Reviewing the transfer file shared by Operations for completeness before executing the transfer.
- Primary point of contact for the Operations team on all operations-related finance matters.
- Maintaining the daily transfer log and supporting documentation for each batch.
- First point of contact for transfer-status queries from Operations and clients.
- Escalating unusual or high-value transfers for Senior Finance Officer review ahead of Manager/Controller sign-off.
- Reconciling external trading-platform and custodian account balances against their invoices.
- Cross training as backup for the Bookkeeper/Accountant on transfer-related tasks.
- Scope boundary: does not perform client-based reconciliation, which stays with Operations — every other Finance-side operations matter routes through this role.
What Success Looks Like
- 100% of client transfers processed within the agreed same-day/next-day turnaround.
- Zero transfer errors or delays attributable to preparation, tracked monthly.
- Transfer log complete and audit-ready at all times.
Requirements
Must have
- Bachelor degree in Accounting, Finance, Business or a related field.
- Two or more years in finance operations, payments, settlements or back office processing.
- Experience executing payment or transfer batches under a maker-checker control.
- Reconciliation experience against third party statements or invoices.
- High accuracy under time pressure and a same-day turnaround culture.
- Comfortable as the day to day interface between two departments.
- Working Excel.
- Fluent in English and Arabic.
Preferable
- Brokerage, custodian or trading platform settlement experience.
- Experience maintaining an auditable transfer log.
- Exposure to client money or client account handling rules.
- Microsoft Dynamics or comparable ERP experience.
How to Apply
Send your CV and contact details to careers@joinzad.com.
