Wealth Platform firm seeking an experienced Snr Investments Opts Officer with exposure to Equity Settlements, Corporate Actions & Platforms and GWP!
- Wealth Management Platform
- Salary $90 - 110,000 per annum
- Exposure to Global Wealth Platform (GWP) will come highly regarded!
This is not a large multinational company, so you'll gain exposure to the entire business operations, as well as being acknowledged as a key member of the management team. The Senior role makes the difference in helping/backing up the operational managers so you'll need to be a person who thrives on a good healthy dose of pressure and responsibility, plus be able to manage a small Investment Administration team.
Responsibilities of position:
- Support the Managers with the transition of multiple Front & Back Office systems onto one Platform.
- Work as a quasi-Team Leader supporting the team while the Operational Managers focus on One Platform
- Initiative and think laterally in order to creatively solve problems.
- Handle client enquires, escalations and complaints- proactively pursue “service recovery” action where normal processes have failed.
- Proactively review current business procedures- ensure documentation current, accessible to team and facilitate the introduction of new processes where appropriate.
- Involvement and coordination of assigned team projects as required.
- 5- 10 years; investment ops experience.
- Trading, Settlements, Corporate Actions, Recs, General Investment Ops
- Global Wealth Platform (GWP) will; come highly regarded!
- Very client centric
- High attention to detail
- Has worked in an environment going through change and transformation.
- High level of professionalism
- Able to handle pressure, tight time frames
- Adaptable, resilient,
- Strong verbal and written comms skills
- Great Team Player