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Operations Specialist, Transfers Team
Location
United States
Posted
4 hours ago
Salary
0
Seniority
Senior
Job Description
Operations Specialist, Transfers Team
InvestEngine
• Complete accurate daily reconciliations by the daily cut-off, maintaining a full audit trail • Investigate and resolve reconciliation breaks, escalating exceptions where appropriate • Process ISA transfers within SLA, keeping cases moving smoothly • Resolve transfer rejections promptly, aiming to close them within 2 business days • Process ISA History Forms (IHFs) accurately to maintain correct ISA allowance updates • Collaborate with Operations, Client Services and external counterparties to progress cases without delays • Continuously improve reconciliation and transfer processes to reduce breaks and operational risk
Job Requirements
- Strong attention to detail and process orientation
- Problem-solving ability
- Excellent time management
- Confident with Excel and reconciliation / operations platforms
- Clear communicator who shares information effectively across Operations, Client Services and external parties
- English fluency (C1 level and above)
Benefits
- Remote and flexible
- Impact from day one
- Room to grow
- Transparent and open culture
- Supportive, high-calibre team
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