Operations Coordinator
4 weeks ago
Position Type:
Full-Time / Permanent
Office-Based Role
Perks:
Pension Plan, Performance Bonus, and Equity Options
Are you enthusiastic about the details of operational management? As an Operations Coordinator, you will play a crucial role in overseeing and facilitating the efficient transfer of assets in and out of client portfolios.
Your skills will guarantee that transactions are executed and reconciled with precision, reinforcing our dedication to excellence in the financial sector.Key Responsibilities:
- Oversee Asset Transfers in and out of client portfolios.
- Prepare Reconciliation Reports and manage settlements for investment funds.
- Ensure adherence to all operational processes and regulatory standards, particularly under the Consumer Duty Regulations.
- Identify and report potential risks that may affect clients, maintaining the highest level of client service.
- Engage in ongoing professional development, completing necessary training and certifications.
Proficiency in IT systems, especially MS Office, is essential. A foundational qualification or higher in financial services is required.
To learn more about this inclusive and collaborative full-time Operations Coordinator position, please reach out to Deerfoot IT Resources Limited.
Each time Deerfoot submits a CV to a recruiting client, a donation is made to The Born Free Foundation.
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