
Wealth Operations Professional
2 days ago
As a Wealth Operations Intern, you will be an integral part of our team responsible for supporting various operations such as processing transfers, monitoring buy and sell orders, and communicating with customers.
This role is perfect for someone detail-oriented, eager to learn, and ready to kickstart their career and tackle challenges in the fintech space. You will have the opportunity to manage complex processes, identify areas for improvement, and implement changes to increase efficiency.
- Manage ISA and SIPP transfers process and find new ways of reducing transfer times
- Perform orders and transfer allocations, investigate issues, and help resolve exceptions
- Respond to ad hoc queries from customers and requests from external providers
- Build a knowledge base by documenting processes and relevant information
- Recent graduate in Accounting, Finance, Business Administration, Banking, or Economics
- Willingness to learn and a can-do attitude
- Analytical skills and excitement about working with a business that moves fast
- Fluency in English
- Availability to work full-time 10:00 am - 18:30 pm
Ideally, this internship will provide you with hands-on experience, opportunities for professional growth, and a chance to make a meaningful contribution to our organization.
Our team is committed to providing a supportive and collaborative environment, where you will have the opportunity to develop your skills, build relationships, and achieve your goals.
Others:We are looking forward to receiving your applications and exploring how you can contribute to our success.
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