Transfers Operations Specialist
4 weeks ago
About the Role
We are seeking a detail-oriented and proactive Transfers Analyst to join our team. As a key member of our operations team, you will play a crucial part in ensuring the smooth administration and processing of all transfer instructions.
Key Responsibilities
- Process daily transfer instructions, ensuring timely delivery and accuracy.
- Maintain records to ensure transparency and compliance with regulatory requirements.
- Monitor group emails and internal case logs to address issues and provide updates.
- Review breach and KPI reports, taking ownership of exceptions and providing feedback.
- Assist with other projects and tasks as required to facilitate team operations.
Requirements
- 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 in a client-focused environment.
- Independent, self-directing, and delivery-focused working style.
- Ability to work under pressure to multiple deadlines.
What We Offer
- A hybrid 3+2 model combining office and remote work.
- Competitive salary and excellent benefits, including comprehensive health insurance and annual leave.
- Opportunities for global career growth and development.
About Us
FNZ is a leading provider of wealth management platforms, partnering with over 650 financial institutions and 12,000 wealth managers. We help over 20 million people invest in their future, and we're committed to opening up wealth for everyone.
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