Platform Operations Junior Associate

About Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

What you'll learn to do

-

Assisting with day-to-day operational processes for the investment and administration of our brilliant and expanding suite of cash products.

-

Reconciling our daily cash movements.

-

Working with the payments team to process cash movement instructions to and from partners and customers.

-

Interacting with the Customer Operations team to support transfers.

-

Learning about supporting the implementation of the rules and regulations that are applicable to us and the products we offer customers (including HMRC and FCA regulation).

-

Supporting reporting requirements for the various regulations with which Moneybox must comply including preparing regular updates to our procedural documentation.

-

Working towards your Level 3 Investment Operations Certificate with CISI.

-

Further developing invaluable soft skills around communication, teamwork, time management and prioritisation.

Who you are

-

A dedicated team player who wants to meaningfully contribute.

-

Adaptable and flexible, for those times when things do not go to plan.

-

Mature and professional.

-

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.

Experience and skills

-

Ability to work well both individually and as part of a team.

-

Strong attention to detail.

-

Proven problem-solving skills.

-

Highly numerate with good Excel skills.

-

Great communication and listening skills.

-

Excellent written and verbal communication skills.