Investment Operations Officer

Role Description
- This role is responsible for core processing within specific functions, depending on the individual team, within one of the designated Operations Functional Areas, and is responsible for the quality processing for Corporate / Retail Clients on behalf of FNZ.
- This means the following key requirements,- The role holder will be responsible for all aspects of day to day processing, ensuring that all processes are followed correctly and completed to a high level of quality.-
- The role holder will be responsible for service delivery to our corporate clients from their core activities, ensuring accuracy, compliance, and achievement of service standards in accordance with clients’ KPIs.Specific Role Responsibilities
- Strategy- Deliver best in class operational services to clients and internal partners.-
- Support operational relationships across the global business, ensuring collaborative engagement and partnering to achieve the best results and protection for clients and the business.-
- Participate as an internal stakeholder and positively support the relationships globally to create a positive, collaborative, and engaged relationship.-
- Engage with external stakeholders in relation to their team’s issues, service standards, change and risk including clients, custodians, consultants, potential clients, third parties, regulators, and non-executive directors.- Process- Ensure that completion of daily tasks are true and accurate, minimising errors with processing and quality actions,-
- Delivery of KPI / KRI’s in relation to customer contractual terms, taking action to prevent failure, through quality processing,-
- Support, contribute to, and challenge the delivery of the Operational Transformation Programme (or any other continuous improvement programme), ensuring delivering and milestone completion for the team.-
- Complete personal risk management, covering Control Attestation, Risk Event and Breach Reporting, ensure accurate and timely reporting, with focus on quality and prevention.-
- Ensure adherence of operational controls, to reduce errors and mitigate potential for fraud; and deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved.-
- Support quality of processing for handling client assets and client money within role; and deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved.- People- Maintain training requirements-
- Encourage a culture of collaboration, supportive challenge and discussion through openness and ethical decision making.-
- Be an effective communicator, ensuring that information is communicated effectively to necessary parties and in a timely manner for purpose of rapid resolution-
- Ensure compliance with all mandatory training is completed in a timely fashion.-
- Support, implement and manage the FNZ culture, meeting the FNZ conduct standards and focus on collaboration, debate, openness, and engagement for staff.-
- Develop professional and technical knowledge and skills, via training & development, in order to meet Continuing Professional Development requirements.Experience required
- Required Knowledge & Skills- A degree or equivalent qualification in a finance, business or numerate discipline.-
- Operations experience within the Wealth Management / Platform industry.-
- Experience in client services.-
- Experience in using Excel for data analysis.-
- The ability to work accurately and to deadlines.-
- Excellent interpersonal and communication skills.Preferred Knowledge & Skills- Proposition knowledge of platform industry, from Retail Client to Asset Servicing delivery.-
- Technical operational knowledge relative to the team under role holders’ remit,-
- Change management experience,-
- Understand of risk/compliance policies and processes for a financial services business- About FNZ Culture
- Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork.
- That’s why we value the strength and diversity of thought in our global team.
- The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.
- Customer obsessed for the long-term
- Think big and make an impact
- Act now and own it all the way
- Challenge, commit and win together
- Read more about The FNZ Way and our values:
Opportunities- Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact.- Be part of a highly successful, rapidly growing, global bus