Financial Services Specialist
3 days ago
At FNZ, we are committed to opening up wealth for everyone. As a Financial Services Specialist, you will play a vital role in our team by administering and processing Transfer instructions accurately and efficiently.
You will be responsible for monitoring group emails and internal case logs, addressing issues, providing updates, and ensuring the completion of tasks is accurate and efficient. Additionally, you will collaborate with the Service and Support department to enhance system and process efficiencies.
Key responsibilities include:
- Processing daily Transfer instructions, ensuring timely delivery.
- Maintaining records to ensure transparency for regulators and external auditors.
- Monitoring group emails and internal case logs to address issues and provide updates.
- Reviewing Breach and KPI reports and taking ownership of exceptions from owned tasks.
- Undertaking other projects/tasks as required to facilitate team operation efficiency.
The ideal candidate should have at least 2 years' experience in an Investment Operations role, familiarity with financial markets and wealth management products, and strong organizational skills.
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