Operations Officer

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One of the largest Wealth Management & trust firms in Malta is looking for an Operations Officer to join their team. You will report to the Operations Manager, and will deal with all Client issues across Core jurisdictions, liaising with Clients and Advisers around the process required for High-Net Wealth Clients who would like to access monies within their Investment Portfolios. The ideal candidate will have a minimum of 2 years’ experience in Financial Services and Administration (client facing) and have good Due Diligence experience. If you feel you have the necessary skills and experience for this, GRS look forward to receiving your CV for this Malta based Operations Officer role.
  • Handle Client and Adviser queries, using a variety of support tools including our own Client Platform and 3rd party Investment Platforms, around clients wanting to access monies from their Structures and Investments
  • Apply strict Due Diligence procedures in dealing with High-Net Wealth clients requesting funds
  • Process and following-up on withdrawal transactions with clients, ensuring funds are transferred efficiently and within the Group’s agreed procedures
  • Raise and escalate issues with line-management where required
  • Conduct client and investment updates on the main company platform (XPLAN)
  • Liaise with Investment Providers around evolving practices and procedures relating to Client Withdrawals
  • Remain up to date through self-directed professional reading, developing professional contacts with colleagues, attending professional development courses, attending training, conferences, and/or courses as directed by management, and obtaining certifications relevant to job duties
  • Provide support and cover for other areas as and when required
  • Contribute to the overall success of the Company by performing all other duties and responsibilities as assigned
  • A minimum of 2 years’ experience in Financial Services and Administration
  • Working within a Client-Facing payments’ Infrastructure
  • Understanding of Client Due Diligence requirements
  • Working on Client/Investment Platforms
  • The ability to maintain confidentiality with regards to information processed, stored, or accessed by the systems
  • The ability to manage multiple concurrent activities and to effectively prioritise workloads
  • Strong command of the English Language
  • Effective verbal and written communication skills, especially in dealing with both Clients and Investment Providers
  • Proficient use of MS Office Applications
  • Self-motivated, positive attitude, and able to work independently and under pressure
  • Diligent, courteous and enjoying working with people
  • Ability to use core System Infrastructure to manage one’s activities and priorities
  • Proactively and independently assessing workflow practices and suggest solutions
  • Presentation skills
  • Great salary!
  • Excellent career prospects with renowned and international company
  • 26 days annual leave
  • Healthcare
  • 4 x salary death in service life cover
  • Free parking!
  • Continuous training & development encouraged and paid for
  • 5 days per week, 8 am till 5 pm
Due to the high volume of applications we receive at GRS Recruitment, only shortlisted candidates will be responded to.
To apply for this position, please email your CV to Michelle Cooper, michellec@grsrecruitment.com quoting the above job reference or call +356 27780664 for further information.



Job Summary
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    15 April 2024
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  • 5008
  • michellec@grsrecruitment.com