About The Role Moneyfarm is growing and evolving. We are looking for a highly motivated and reliable professional to support our Operations team and take on day-to-day responsibility for all operations processes relating to our business in Italy and UK. At Moneyfarm we make investment advice accessible to everyone in a simple and transparent way. Whilst we are a digital wealth manager, an integral part of our business model is our "hybrid" approach of combining our digital service with a human touch. Main Responsibilities Day-to-day management of client cash inflows/outflows Support billing calculation Support regulatory reporting (Bank of Italy, Consob, Agenzia delle Entrate) Support customers reporting Support the taxation on Italian customers Asset transfer process Experience with corporate action management Checks on KYC and AML on the activations flow Verify and maintain data quality in systems Produce report and metrics Requirements Ability to conduct large-scale data analysis and modelling to derive actionable insights Italian, written and spoken (starting with B2 level) English, written and spoken (starting with B2 level) Years of experience: 1-3 in relevant roles Excellent analytical and problem-solving skills Solid Microsoft office Excel skills Proactivity and passion for improving status quo Nice to have Use of SQL Bachelor's degree (Economic / Accounting / Law) Previous experience in client operations management (either in banking or similar industries) Self-driven, ability to work in an unstructured environment with minimal supervision Location This role is based in our Milan or Cagliari office and our smart working policy requires at least 2 days of in-office presence per week. Benefits Health Insurance, Wellness plan Fee free investments on Moneyfarm platform Career development opportunities Training opportunities Regular office social events #J-18808-Ljbffr
Operations Specialist
MONEYFARM
cagliari, cagliari
Pubblicato 19 giorni fa
Segnala lavoro