Investment Operations Officer

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. Ensure that completion of daily tasks are true and accurate, minimising errors with processing and quality actions, Delivery of 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 delivering and milestone completion for the team. Complete personal risk management, covering Control Attestation, Risk Event and Breach Reporting, ensure accurate and timely reporting, with focus on quality and prevention. Ensure adherence of operational controls, to reduce errors and mitigate potential for fraud; and deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved. Support quality of processing for handling client assets and client money within role; and deliver reporting / evidence to the Manager and/or Senior Officers to evidence standards achieved. 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 to necessary parties and in a timely manner for purpose of rapid resolution Ensure compliance with all mandatory training is completed in a timely fashion. Support, implement and manage the FNZ culture, meeting the FNZ conduct standards and focus on collaboration, debate, openness, and engagement for staff. Develop professional and technical knowledge and skills, via training & development, in order to meet Continuing Professional Development requirements. Order placement - Place mutual fund orders electronically or by fax, ensuring the external fund manager receives the order instruction prior to the valuation point or dealing deadline. Order monitoring - Monitor for any equity orders that are rejected by the broker, ensuring that the orders are then placed timely electronically or by telephone. Order monitoring - To monitor the progress of orders and also the receipt of manual / electronic confirmations from brokers and mutual fund managers. Production Monitoring - Carry out daily control tasks to identify any orders which may require manual intervention and ensure that these are placed timely and accurately before the dealing deadline. A degree or equivalent in a finance, business or numerate discipline. Operations experience within the Wealth Management / Platform industry. Experience in client services. Experience in using Excel for data analysis. The ability to work accurately and to deadlines. Excellent interpersonal and communication skills. Proposition knowledge of platform industry, from Retail Client to Asset Servicing delivery. Technical operational knowledge relative to the team under role holders' remit, Change management experience, Understand of risk/compliance policies and processes for a financial services business Able to demonstrate understanding of regulations that apply within the regionFNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.7 trillion in assets under administration (AUA).Together with our customers, we help over 26 million people from all wealth segments to invest in their future.