Operations Officer – Onboarding, Training, and Administration

Operations Officer – Onboarding, Training, and Administration

About the job

Company Description

Democratizing finance for all takes more than skills.

It means combining our differences and unique experiences to create, connect, and collaborate achieving profitability and empowering a sustainable future.

Northvale is engaging various stakeholders to inspire inclusion and trading beyond borders. Through our e-Trading platform, clients are provided with financial literacy and accessibility to global markets to trade and invest in stocks, bonds, ETFs, funds, structured products, and FPIs.

We are ADGM-FSRA 3A licensed and provide trading and investing services to clients across the globe through our efficient and secure digital platforms.

Our employees work in a flexible way and in multicultural teams.

By having a huge impact on the financial industry, they are growing their life skills portfolio and achieving their work purpose in a fast-paced environment.

We are all in at Northvale. An equal opportunity employer, we welcome candidates from all backgrounds, experiences, and perspectives to join our team and contribute to our shared success.

Be part of the positive impact, democratizing finance for all and inspiring inclusion. Are you all in? Do not hesitate, it is time to apply!

Job Description

We are looking for a new team member to join our Operations team to support the onboarding of new clients and maintenance of our growing client base.

The successful applicant must be able to accurately follow procedures and checklists to complete onboarding of new clients and updates to accounts. Previous experience in finance, CDD, EDD, and AML is an advantage, preferably in onboarding of complex client relationships.

Responsibilities

• Handle and maintain existing accounts.
• Provide transaction monitoring, evaluation, control, and communication to existing clients.
• Perform quality assurance (4 eyes checks) on processed applications and transactions.
• Prepare and conduct financial literacy training about trading and sustainable investing.
• Provide additional support to other areas of the team where required.

Qualifications

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