Operations Associate

Operations Associate – Banking Wealth Services

Contract: 12 months (possibility for perm)

Role Overview

The Operations Associate is responsible for delivering high-quality operational processing and support within the Wealth Services platform. This includes validating and executing financial transactions, maintaining accurate client records and transaction data, and performing daily reconciliations. The role involves close collaboration with client relationship managers, internal operations teams, and platform experts to ensure seamless service delivery.

Key Responsibilities

• Execute and validate financial transactions accurately and in a timely manner.
• Maintain up-to-date and precise client records and transaction data.
• Perform daily reconciliations and resolve discrepancies.
• Collaborate with internal stakeholders to support client needs and operational efficiency.

Candidate...

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