Full Time Posted 20 hours ago

Closes: November 23, 2026

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JOB SUMMARY

Requirements

A Bachelor’s degree in Commerce, Business, Finance, or a related field, or equivalent relevant work experience.
Prior experience supporting investment management or wealth management teams is preferred.
Familiarity with automation or process improvement tools.
Strong understanding of investment operations and account administration.
High attention to detail and accuracy in data handling.
Proficiency with Microsoft Excel and experience using investment platforms.
Strong organisational and time management skills, with the ability to manage multiple routine tasks.
Effective communication and a collaborative, service-oriented mindset.

Responsibilities

Manage ongoing middle-office activities such as client onboarding, asset transfers, cash payments, data entry, reconciliation, weekly custody sweeps, account maintenance, and report preparation.
Maintain and update databases, customer relationship management systems, and internal records.
Assist with the transition of key tasks to the middle office.
Develop workflows, templates, and checklists to increase efficiency and reduce errors.
Collaborate with the Operations Manager, Associates, and internal team members to continuously refine processes.
Maintain high data integrity across systems and reporting outputs.
Ensure adherence to compliance, operational risk, and data governance standards.
Perform regular reconciliations between internal systems and external custodians or counterparties.
Work closely with Client Relationships, Associates, Advisors, and Operations teams to ensure seamless workflow handovers.
Serve as a central point of contact for operational inquiries and task tracking.