Operations Officer

2 weeks ago

Bangsar Kuala Lumpur, Malaysia Third Party Platform Sdn Bhd Full time 40,000 - 60,000 per year

About Us

Bell Direct is an award-winning online broking business and a subsidiary of the ASX listed Bell Financial Group (BFG). We provide trading and investing services and support to Australians via our brand Bell Direct as well as to clients of several large Australian banking brands. Having launched in 2007, we are well established with a strong broking heritage.

With our vision and mission to make Australians better off, this is a chance to jumpstart your career in financial services with opportunities for internal growth and promotion as well as establishing a proven launchpad for a dynamic and fulfilling career in the broader industry.

About Bell Financial Group

We are a developer of proprietary technology, platforms, products and services for the Australian financial markets.

With 500 team members across 11 offices in Australia plus offices in London, New York, Hong Kong and Kuala Lumpur, we provide full service and online broking, capital markets and financial advisory services to private, institutional and corporate clients.

In this role your key responsibilities are:

  • Account setup and maintenance, which includes processing requests of change of client details.
  • Processing of changes to name, address, bank details, other contact details and client account activation on a timely basis.
  • Resolution of outstanding client requests, problem solving, and other administration duties within a dynamic "best practice" operations team. Tasks may be expanded within scope in future.
  • Administration work in establishing and maintaining client accounts.
  • Process client correspondences including forms, applications and related requests.
  • Process transfer requests on and off market.
  • Resolves problems and issues and responds to queries as they arise.
  • Maintains accuracy and updates client accounts.
  • Corresponds with colleagues & supervisors on issues on a timely basis.
  • Commits to minimum service levels.
  • Other related duties as and when required.

What we are looking for?

  • Accounting – knowledge of basic accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data.
  • Service orientation – actively looking for better ways to help customers.

    Computer skills – knowledge and experience in Microsoft Office suite of programs, in particular a strong working knowledge of Excel.
  • Working in a team environment – ability to interact, communicate and work cohesively with team members, supervisors and other members of the organization.
  • Problem solving – ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, and to arrive at conclusions or approaches to problems.
  • Time management and work under pressure – to prioritize and manage one's own time in accordance with workload and urgency of enquiries.
  • Reconciliation – strong skills in ensuring the proper checks and balances are in place.
  • Attention to detail – ensuring a high level of accuracy and correctness in all work output and correspondences.
  • Work independently – ability to work well without constant direct supervision, exercising judgment when assistance is required.
  • Must have excellent command of English both written and spoken.
  • Great work ethics and a positive attitude.

Possible working hours (MYT)

  • 6.00am to 3.00pm
  • 7.00am to 4.00pm
  • 8.00am to 5.00pm

The ability to work during Malaysia public holidays, you will be compensated with additional off-day for working on Malaysia Public Holidays.

We are now 100% working from office, we love engaging with our people

Office location - KL Eco City, Mercu 3

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