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Wealth Operations Technical Officer

4 months ago

Whiteley, United Kingdom Talent Solution TAPFIN Full time
opportunities, support and rewards that will take you further. We are currently seeking an experienced individual to join this team in the role of Wealth Operations Technical Officer.

Responsibilities:
• Conducting thorough investigations related to customer transactions.
• Utilising systems and tools to explore and analyse customer data.
• Identifying irregularities, discrepancies, or potential issues.
• Ensuring data accuracy and integrity
• Using data to inform decision-making processes
• Ensuring compliance with established procedures and guidelines.
• Maintaining a high level of accuracy in all tasks
• Using Excel functions, formulas, and pivot tables effectively
• Regularly reviewing work outputs to verify correctness.
• Implementing quality control measures.
• Addressing any errors promptly.
• Demonstrating a consistent track record of maintaining high-quality standards
#LI-SW1
Skills and Requirements:
• Proficiency in using Microsoft Excel.
• Data analysis and investigation
• Strong excel knowledge
• Experience in quality checking and assurance
• attention to detail
• Clear and concise communication
• Work well in a team environment