Moneybox is hiring a
Platform Operations Junior Associate

Summary

The Junior Associate will manage customer funds and assets, learn about regulations, and work towards a Level 3 Investment Operations Certificate. They will assist with daily operational processes, reconcile cash and settlement figures, complete daily reconciliations of customer monies and assets, process transfers, interact with other providers, support reporting requirements, and gain soft skills. The ideal candidate should be detail-oriented, have good communication skills, and be adaptable.

Requirements

• A highly detail-oriented individual with a diligent and methodical approach to operations
• Interested in providing an excellent operations service and demonstrating initiative in developing it to be the best it can be
• A naturally personable, great communicator who has a passion for their work and the people they work with
• Adaptable and flexible, for those times when things do not go to plan
• Knows how to have fun whilst maintaining a professional outlook

Responsibilities

• Assisting with day-to-day operational processes for the investment of cash and stocks in current and future products
• Reconciling daily cash and settlement figures
• Completing daily reconciliations of customer monies and assets
• Processing transfers of ISA and SIPP products from a settlement and payments perspective
• 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
• Learning about and demonstrating knowledge and understanding of the rules and regulations that are applicable to Moneybox and the products offered customers
• Supporting reporting requirements for the various regulations with which Moneybox must comply including preparing regular updates to procedural documentation

Preferred Qualifications

• Ability to work well both individually with minimal guidance and as part of a team
• Attention to detail
• Proven problem-solving skills
• Highly numerate with good Excel skills
• Great communication and listening skills
• Fluency in English