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Financial Services Specialist

2 tygodni temu


Gdańsk, Pomerania, Polska TN Poland Pełny etat

HedgeServ offers a unique opportunity for individuals to develop their skills and career in a dynamic and innovative company. As a leading global fund administrator, we pride ourselves on providing exceptional services to our clients and investors.

The Investor Services department is responsible for delivering an efficient and high-quality service to clients and investors. We are seeking a highly skilled Administrator to join our team in Poland, working closely with the Supervisor and Manager to achieve our goals.

Key Responsibilities:

  1. Support the Investor Services Supervisor and Manager in delivering a high-quality service to clients and investors.
  2. Process investor transaction documents and maintain capital activity reports.
  3. Complete AML requirements for all investor transactions.
  4. Notify clients of money movements and prepare wire instructions.
  5. Serve as daily client operational contact for investor servicing.
  6. Meet SLA deadlines while adhering to procedures.
  7. Develop knowledge on allocations and performance calculations.
  8. Work on projects/Ad-hoc tasks as required.
  9. Demonstrate team player qualities within the investor services team.

Requirements:

  1. Bachelor's degree in business, accounting, or finance.
  2. Minimum 1 year experience in finance.
  3. Fluent English skills (B2 level). Strong analytical and problem-solving skills.
  4. Strong attention to detail and organization.
  5. Ability to work under pressure and meet tight deadlines.
  6. Flexibility and ability to work effectively in a team structure or independently.
  7. Strong interpersonal skills and ability to positively influence team morale.
  8. Take ownership of designated tasks.