Transfer Operations Generalist

at  Freetrade

At Freetrade, we believe investing should be accessible to everyone. It’s one of the best ways to grow your savings, but for many, it seems complicated, expensive, and out of reach. We’re here to change that.
We’re building a team with diverse and unique perspectives to help us on our mission to demystify investing. Our goal is to help our customers achieve better long-term financial outcomes.
In 2024, we’ll be focusing on making our business cash flow profitable. We’ll also be radically improving our product for our core customer base. In the UK, we now have over 1.6 million registered users, and we offer a range of products such as the Freetrade Pension, a stocks and shares ISA, and UK Treasury bills.
We are looking for an exceptional Transfer Operations Generalist to join our team. You will work within the Brokerage Operations function where you will perform day to day operational processes as well as implement process improvements and automations.

You will have the opportunity to expand your knowledge within the brokerage space, becoming an expert in the full trade lifecycle, the teams you will have the opportunity to work with include:

• Trading
• Settlements
• Transfers
• Payments
• Corporate actions
• Tax

You will also have an opportunity to learn about:

• Process improvements
• Spreadsheets-based automations
• Advanced usage of the Google Suite (Sheets, Docs, etc)
• Application of various tools and languages such as Regular Expressions, SQL, Google Sheets Apps Script, Zapier, and more
• And more, while working with technical specialist and the relevant engineering teams

You will…

• Become an integral member of the Brokerage Operations team taking responsibility for queries from all areas of the business and our customers.
• Develop your understanding of operational processes including market and cash settlement, Corporate actions, Transfers and Tax.
• Help improve the existing Brokerage Operations processes by process planning and automations you will learn.
• Deal with day to day payment and settlement queries from our customers via email.
• Provide end-to-end administrative support for the team.

About you:

• You will have a keen interest in learning about the brokerage environment.
• You will additionally have a keen interest in learning process improvement and automation methods.
• You will be willing to work independently and thrive in a fast-paced working environment where you can act on and share ideas collaboratively.
• Love a challenge, able to make an impact and take ownership of your work independently.

Logistics & Benefits:
The application process consists of a 4 stage process. You will initially have a quick interview with one of our internal Talent Specialists and after that meeting the Hiring Manager for the role. Followed by a Culture Values Interview to check on your culture fit. Closing the process with an Executive Interview with CEO.
We offer a competitive salary plus cafeteria and stock options.

Please refer the Job description for details