At a Glance
- Tasks: Manage AML processes and onboarding for prospective clients in a dynamic environment.
- Company: Join Fisher Investments, a client-first global investment firm with a collaborative culture.
- Benefits: Enjoy 28 days annual leave, top-tier healthcare, gym subsidies, and a generous pension plan.
- Other info: Ongoing training and career growth opportunities in a vibrant workplace.
- Why this job: Make a real impact in financial operations while developing your skills in a supportive team.
- Qualifications: University degree and experience in AML operations or sales roles preferred.
The predicted salary is between 30000 - 40000 £ per year.
The Fisher Investments Luxembourg, Ireland Branch (FIL IE) Operations Specialist manages the Anti-Money Laundering (AML) and onboarding processes for prospective clients of our European business. This role oversees the operational steps in reviewing Fisher documents, AML documents and AML/KYC information for prospective clients to approve them to contract with Fisher. You will also be responsible for periodic reviews of subsets of clients and overseeing ongoing AML quality.
The Day-to-Day:
- Perform operational AML Onboarding tasks to completion, primarily using AML tools.
- Identify, create, and develop documentation for the group and provide initial training to partner groups such as CSAs, ICs, Sales.
- Support ongoing training for TAs and ICs in Europe on AML, statements and documentation.
- Conduct project work to align processes between entities and manage process changes tied to AML technology enhancements.
- Manage projects to collect documents linked to regulatory changes in the local countries or the entity country.
- Identify AML elevations for individual clients or trends across several clients and route appropriately to find suitable solutions.
- Responsible for properly handling and reviewing confidential documents for clients across different European countries.
Your Qualifications:
- University degree or equivalent combination of education and experience required.
- Experience within AML operations.
- One year experience in sales or service roles, with adequate experience of the business processes.
- Work well in a team-oriented setting.
- Ideally, but not required, experience with software such as Salesforce or Fenergo.
Why Fisher Investments Ireland:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that Fisher Investments and Fisher Investments Ireland align with our clients' priorities by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
- 100% paid premiums for our top-tier supplemental healthcare and dental plans for employees and their qualified dependents.
- 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 11 paid holidays.
- Enhanced maternity pay package with 26 weeks' top up to full base pay for eligible employees.
- $10,000 fertility, hormonal health and family-forming benefit.
- A retirement pension plan, featuring a 9% company pension contribution of your base pay and an additional company match of up to 5% of base pay.
- Monthly gym subsidy of up to €50 per month.
- Employee Assistance Program and other emotional wellbeing services.
- A collaborative working environment that practices ongoing training, educational support and employee appreciation events.
Fisher Investments Ireland is an equal opportunity employer.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Specialist in Dublin
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Fisher Investments. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Operations Specialist in Dublin
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Fisher Investments.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Fisher Investments's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Fisher Investments
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Fisher Investments.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Fisher Investments will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Fisher Investments employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
