Settlements Analyst - Transfers
FNZ(26 days ago)
About this role
A Settlement Analyst - Transfers at FNZ is responsible for processing and administering transfer instructions for Australian and New Zealand Wrap clients, ensuring timely and accurate delivery of assets to beneficial owners. The role supports a range of financial products across domestic and international markets and operates within the Investment Operations division. It requires attention to detail, proactivity, and the ability to manage multiple priorities in a client-focused environment.
Required Skills
- Transfer Processing
- Record Keeping
- Email Management
- Case Management
- Reporting
- Compliance
- Process Improvement
- Documentation
- Controls
- Testing
+2 more
About FNZ
fnz.comWe provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution
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