Finance & Operations Specialist

About the role

Akkök Holding, an industrial group active in chemicals, composites, energy, real estate, insurance, food & beverage and IT, is looking for a highly organized, detail-oriented and reliable Finance & Operations Specialist to support the day-to-day financial, administrative and operational activities of a private family office. The role does not require advanced financial analysis or investment management experience, but the candidate must be comfortable working with financial information, understand basic financial terminology and communicate professionally with banks, financial institutions, advisors and other service providers. A very strong command of written and spoken English is essential.

Key responsibilities

• Obtain and organize account statements, portfolio statements, transaction records and other documentation from banks, brokerage firms, asset managers and other financial institutions.
• Maintain accurate records of bank accounts, investment accounts, financial documents and related information.
• Monitor recurring financial and administrative matters and ensure required actions are completed by their deadlines.
• Maintain follow-up schedules, action lists, payment calendars and control sheets, and follow through on payments, collections, renewals, insurance policies, subscriptions, contracts, taxes and fees.
• Coordinate routine operational matters with banks, financial institutions, accounting firms, tax advisors, insurance companies, legal advisors and other external service providers.
• Handle correspondence with financial institutions in both Turkish and English, review incoming documents for completeness and organize them, and prepare periodic management summaries and simple financial or operational reports.
• Maintain an organized digital and, where necessary, physical filing system for bank statements, contracts, invoices, receipts, insurance policies and tax documents.
• Provide general administrative and operational support to family office management when required, keeping confidential financial and personal information secure.

Required profile

• Bachelor's degree, preferably in Business Administration, Economics, Finance, Banking, Accounting or a related field.
• Preferably 5 years of relevant experience in banking operations, finance, accounting, financial administration, executive support or private office operations.
• Familiarity with basic banking, finance, accounting and investment terminology, and ability to work with bank and investment account statements, invoices, receipts and payment records.
• Excellent written and spoken English, with the ability to correspond professionally with international financial institutions and service providers.
• Strong organizational and follow-up skills, attention to detail, discipline, ownership, confidentiality and reliability.

Required skills

• Good command of Microsoft Excel, including formulas, filtering, sorting, data organization and basic reports.
• Strong proficiency in Microsoft Office applications and digital document management.