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Transfers Analyst
1 month ago
As a Transfers Analyst you will be a detail-oriented and proactive individual who will play an important part in our team. You will be responsible to administer and process all Transfer instructions ensuring that the underlying beneficial owners receive the level of service in both accuracy and timeliness that owners would get if assets were held in their own name.
If you have a keen eye for detail, excellent organizational skills, and a passion for maintaining transparent and compliant trade support processes, we encourage you to apply.
The responsibilities will include:
- Transfer processing: Process daily Transfer instructions, ensuring that all instructions are delivered in a timely manner. This includes transfer initiation, settlement, asset break investigations and enquiries.- Record keeping maintains records as are required to ensure the WRAP administration process is transparent to regulators and external auditors.-
- Review Breach and KPI reports and take ownership for exceptions from owned tasks by providing feedback and if required, resolution and follow up to Team Manager.- Other tasks: undertakes or assist with any other projects/tasks as may reasonably be required to facilitate the smooth operation of the team and Operations. Including working with Service and Support department to develop system and process enhancements to improve the efficiency and accuracy of team processing.- Working with management and other team members to enhance documented processes for greater efficiencies and controls within the business. Being actively involved in regular reviews and update of role and product related procedures.- Testing team process related functions in context of project releases and general regression testing where required.- At least 2 years’ experience in an Investment Operations role.- Familiarity with financial markets and wealth management products is preferable.- Confident and able to take initiative given client and delivery focused environment.- Independent, self-directing and delivery focused working style.- Ability to work under pressure to multiple firm deadlines.- Excellent organisational, administration and time management skills.- A passion to be part of a high performing team.- Ability to take ownership and responsibility.
Why should you join us?- A hybrid 3+2 model combining working from the office and from home.- A competitive salary and excellent benefits, including full comprehensive health insurance, annual leave, sick days, parental leave and more.- Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies.- We provide global career opportunities for our employees at any of our offices in the UK, Czech Republic, Australia, New Zealand, China and more.
For more information, please reach out to us
- About FNZ_
- FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back._
- We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution._
- We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA)._
- Together with our customers, we help over 20 million people from all wealth segments to invest in their future._
