Support the Client Services and Investment Operations team by delivering efficient day-to-day administration across client onboarding, transactions, reporting, and operational processes within a regulated investment environment.
Key Responsibilities:
⭐ Support client onboarding, account setup, and risk assessments
⭐ Process payments, FX transactions, fees, and funds movements
⭐ Assist with client reporting, valuations, and audit requests
⭐ Support account closures, data feeds, and intermediary relationships
⭐ Provide operational support including trades, corporate actions, and procedures
What You’ll Need:
⭐ Experience in a regulated financial advisory or investment environment
⭐ Knowledge of investment operations and financial services terminology
⭐ Strong organisational, systems, and time management skills
⭐ High attention to detail and accuracy
Why Join:
⭐ Varied role within a collaborative operations team
⭐ Exposure to investment management and client services
⭐ Opportunity to develop systems and operational expertise
