FNZ

Investment Operations Officer


PayCompetitive
LocationEdinburgh/Scotland
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: REQ-09668

      Role Description

      This is an opportunity to join a large, global Finance-Technology company in an entry level position that has excellent progression opportunities. This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Operations Functional Areas , 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.

      Specific Role Responsibilities

      Strategy

      • Deliver best in class operational services to clients and internal partners.

      • Support operational relationships across the global business, ensuring collaborative engagement and partnering to achieve the best results and protection for clients and the business.

      • Participate as an internal stakeholder and positively support the relationships globally to create a positive, collaborative, and engaged relationship.

      • Engage with external stakeholders in relation to their team’s issues, service standards, change and risk including clients, custodians, consultants, potential clients, third parties, regulators, and non-executive directors.

      Process

      • E nsure that completion of daily tasks are true and accurate , minimising errors with processing and quality actions,

      • D elivery of KPI / KRI s in relation to customer contractual terms, taking action to prevent failure, through quality processing,

      • Support, contribute to, and challenge the delivery of the Operational Transformation Programme (or any other continuous improvement programme), ensuring delivering and milestone completion for the team.

      • Complete personal risk management, covering Control Attestation, Risk Event and Breach Reporting, ensure accurate and timely reporting, with focus on quality and prevention .

      • Ensure adherence of operational controls , to reduce errors and mitigate potential for fraud ; an d deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved.

      • Support quality of processing for handling client assets and client money within role ; an d deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved.

      People

      • Maintain training requirements

      • Encourage a culture of collaboration, supportive challenge and discussion through openness and ethical decision making.

      • Be an e ffective communi cator, e nsu ring that information is communicated effectively to necessary parties and in a timely manner for purpose of rapid resolution

      • Ensure compliance with all mandatory training is completed in a timely fashion.

      • Support, implement and manage the FNZ culture, meeting the FNZ conduct standards and focus on collaboration, debate, openness, and engagement for staff.

      • D evelop professional and technical knowledge and skills , via training & development , in order to meet Continuing Professional Development requirements.

      Experience required

      Required Knowledge & Skills

      • A degree or equivalent qualification in a finance, business or numerate discipline .

      • O peration s 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

      About FNZ Culture

      Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.

      That’s why we value the strength and diversity of thought in our global team.

      The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.

      Customer obsessed for the long-term

      Think big and make an impact

      Act now and own it all the way

      Challenge, commit and win together

      Read more about The FNZ Way and our values: www.fnz.com/culture

      Opportunities

      • Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.

      • Be part of a highly successful , rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;

      • Working in a flexible and agile way that meets the needs of the business and personal circumstances;

      • Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;

      • We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa and APAC.

      Commitment to Equal Opportunities

      At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected.

      In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us.

      #LI-TG1

  • About the company

      Engaged Clients, Lower Costs, Seamless Service and Personalised Solutions

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