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Wealth Operations Technical Officer
4 months ago
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