You will be responsible for the day to day support of the operations function, including account monitoring and rebalancing, regulatory compliance and other operational activities.
Your core responsibilities will include:
- Supporting the Operations team in day to day activities
- Ad hoc support in operations project delivery
- Monitoring and instructing rebalances of investor accounts
- Regulatory compliance activities. Minimising financial risk and ensuring compliance with relevant legislation
- Continuous improvement of processes using technology where required.
- Developing trusted relationships with relevant stakeholders, especially platforms
To qualify for the role you require:
- Commerce, mathematics or science-based degree with a strong academic record
- Prior experience in the wealth management industry would be beneficial, however, the role is also open to graduates.
- Excellent analytical skills and very high attention to detail
- Strong intellect with a high level of commercial and financial acumen
- Superior written and verbal communication skills
- Excellent computer skills (Word, excel, PowerPoint and General IT Skills)
- Strong interpersonal skills. A friendly, empathetic, good listener