Transfer Operations Officer

at  FNZ Group

REQUIRED KNOWLEDGE & SKILLS

• A degree or equivalent in a finance, business or numerate discipline.
• Operations experience within the Wealth Management / Platform industry.
• Experience in client services.
• Experience in using Excel for data analysis.
• The ability to work accurately and to deadlines.
• Excellent interpersonal and communication skills.

PREFERRED KNOWLEDGE & SKILLS

• Proposition knowledge of platform industry, from Retail Client to Asset Servicing delivery.
• Technical operational knowledge relative to the team under role holders’ remit,
• Change management experience,
• Understand of risk/compliance policies and processes for a financial services business
• Able to demonstrate understanding of regulations that apply within the region

This means the following key requirements,

• 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.
• The role holder will be responsible for service delivery to our corporate clients from their core activities, ensuring accuracy, compliance, and achievement of service standards in accordance with clients’ KPIs

ROLE DESCRIPTION

This role is responsible for transfer processing within the Transfers Team and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ.

This means the following key requirements,

• 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.
• The role holder will be responsible for service delivery to our corporate clients from their core activities, ensuring accuracy, compliance, and achievement of service standards in accordance with clients’ KPIs.