Operations Specialist, Transfers Team

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InvestEngine

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

💸 Finance

💳 Fintech

👥 B2C

💰 $3M Equity Crowdfunding - InvestEngine on 2023-03

Finance • Fintech • B2C

InvestEngine is an award‑winning, industry‑leading online investment platform that champions low-cost, long-term investing using exchange-traded funds (ETFs). Founded in 2016, it provides accessible, user-focused digital investment products and account management for individual investors, with emphasis on simplicity, low fees, and analytics-driven product design.

📋 Description

• 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

• 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

• Remote and flexible • Impact from day one • Room to grow • Transparent and open culture • Supportive, high-calibre team