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Operations Specialist, Transfers Team
InvestEngineOperations Analyst at InvestEngine managing ISA transfers and reconciliations. Ensuring accuracy, protecting client assets, and working with client services and operations teams.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong attention to detail and process orientation in managing daily reconciliations and transfers. Proficient in problem-solving and effective communication across teams to enhance operational efficiency.
Highest-signal resume keywords
Reconciliation ProcessesExcel ProficiencyProblem-Solving AbilityTime ManagementISA Transfer Processing
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
ReconciliationISA Transfer ProcessingAudit Trail MaintenanceOperational Risk ReductionCase Management
Soft Skills
Attention to DetailClear CommunicationProcess Orientation
Tools & Technologies
Reconciliation PlatformsOperations Platforms
Industry Keywords
ISA History FormsSLA ComplianceTransfer RejectionsClient Services Collaboration
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Comp & perks- Remote and flexible
- Impact from day one
- Room to grow
- Transparent and open culture
- Supportive, high-calibre team