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Wealth Ops Internship Paid (Duration: 3 months) at Plum Fintech

Athens, Attica, Greece -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Processing Transfers, Order Monitoring, Customer Communication, ISA Transfers, SIPP Transfers, Issue Investigation, Exception Resolution, Ad Hoc Query Response, Process Documentation, Analytical Skills, Detail-Oriented

Industry

Financial Services

Description

Wealth Ops Intern (Duration: 3 months) We’re looking for an enthusiastic intern to support our Wealth Ops team in their operations such as processing transfers, monitoring buy and sell orders, and communicating with customers. This role is perfect for someone detail-oriented, eager to learn, and ready to kickstart their career and tackle challenges in the fintech space! During this internship, you will: Manage the ISA and SIPP transfers process and find new ways of reducing transfer times Perform orders and transfer allocations, investigate issues and help resolve exceptions Respond to ad hoc queries from customers and requests from external providers Build a knowledge base by documenting processes and relevant information Ideally You: Are a recent graduate in Accounting, Finance, Business Administration, Banking or Economics Are willing to learn and have a can do attitude Are analytical and excited about working with a business that moves fast Are fluent in English Are available to work full time 10:00am-18:30pm Looking forward to receiving your applications! Thanks, Plum Team

Responsibilities

The intern will support the Wealth Operations team by processing transfers, monitoring buy and sell orders, and handling customer communications. Key tasks include managing ISA and SIPP transfers, investigating exceptions, and documenting processes.