Moneybox is hiring a
Platform Operations Associate, Remote - Worldwide

Summary

The job is for a Platform Operations team member responsible for managing daily operational processes related to investments and savings. The role involves assisting with day-to-day operations, completing reconciliations, managing transfers, interacting with providers, supporting reporting requirements, and improving operational processes.

Requirements

• Experience in administering SIPP products and an understanding of pension benefits and drawdowns
• Ability to work well both individually with minimal guidance and as part of a team
• Attention to detail
• Proven problem-solving skills
• Understanding of SIPP rules and regulations
• Highly numerate with good Excel skills
• Great communication and listening skills
• Fluency in English

Responsibilities

• Assisting with day-to-day operational processes for the investment of cash and stocks in current and future products
• Completing daily reconciliations of customer monies and assets
• Managing the transfer process from a payments and settlement perspective
• Interacting with providers of cash products and our funds custodian
• Working with the finance team to process payments to and from partners and customers
• Interacting with other providers to support the Customer Operations team with transfers
• Working with our Customer Support teams to remedy SIPP related customer queries
• Supporting reporting requirements for the various regulations with which Moneybox must comply including preparing regular updates to our process and procedural documentation
• Constantly looking for how we can improve our operational processes within the Platform team and working with the development team to ensure that our investment platform is the best it can be

Preferred Qualifications

• Previous exposure or experience of working with Equisoft/Altus
• Experience working in an operational team
• Experience working with internal and external stakeholders
• Knowledge of finance operations, financial markets and relevant rules and regulations