Investment Operations Officer

Finwizard

Core processing within operations
Quality processing for clients
Day to day processing accuracy
This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Operations Functional Areas, and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ

Job Summary

  • This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Operations Functional Areas, and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ.
  • The role holder will be responsible for all aspects of day to day processing, ensuring that all processes are followed correctly and completed to a high level of quality.
  • FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.

Matching Summary

This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Operations Functional Areas, and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ.

Skills & Requirements

Must-have

  • Core processing within operations
  • Quality processing for clients
  • Day to day processing accuracy
  • Service delivery to corporate clients
  • Accuracy, compliance, service standards
  • Daily task completion true and accurate
  • Minimising errors with processing
  • Adherence of operational controls
  • Handling client assets and money

Nice-to-have

  • Collaborative engagement and partnering
  • Positive, collaborative, engaged relationship
  • Supportive challenge and discussion
  • Openness and ethical decision making
  • Effective communicator
  • Culture of collaboration
  • FNZ culture and conduct standards

Key Requirements

  • Degree or equivalent in finance, business or numerate discipline
  • Operations experience in Wealth Management / Platform industry
  • Experience in client services
  • Experience using Excel for data analysis
  • Ability to work accurately and to deadlines
  • Excellent interpersonal and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter