Operations Officer

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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

• 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 the completion of daily tasks is accurate, minimizing errors with processing and quality actions.
• Deliver 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 delivery and milestone completion for the team.
• Complete personal risk management, covering Control Attestation, Risk Event, and Breach Reporting, ensuring accurate and timely reporting, with a focus on quality and prevention.
• Ensure adherence to operational controls to reduce errors and mitigate potential fraud; deliver reporting/evidence to the Manager and/or Senior Officers to demonstrate standards achieved.
• Support quality processing for handling client assets and client money within role; and deliver reporting/evidence to the Manager and/or Senior Officers to demonstrate 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 and in a timely manner for rapid resolution.
• Ensure compliance with all mandatory training is completed on time.
• Support, implement, and manage the FNZ culture, meeting conduct standards and focusing on collaboration, debate, openness, and engagement for staff.
• Develop professional and technical knowledge and skills via training & development to meet Continuing Professional Development requirements.

This role will be based in our Payments Team and will have the following responsibilities:

• Support Client funds cash management including all client cash transactions and ledger processing.
• Process daily market settlement and ledger movements.
• Support Control Account Exception Reporting and Regulatory Reporting.
• Undertake daily client and pooled FX trade processing and settlement management.
• Maintain up-to-date and accurate interest rates across all supported currencies.
• Internal/External stakeholder and client cash reporting in accordance with regulatory and legislative obligations that apply to FNZ and its client groups.

Experience required

This is an entry-level role, and we are open to hearing from people early in their career with Operations experience within the Wealth Management / Platform industry or a keen interest in Financial Services.

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 the platform industry, from Retail Client to Asset Servicing delivery.

Technical operational knowledge relative to the team under role holders’ remit.

Understanding of risk/compliance policies and processes for a financial services business.

An understanding of regulations that apply within the region.

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