Operations Officer (Investments)


Our client within the Investments industry is currently looking for an Operations Officer

Duties include: 

  • Dealing with Client and Adviser queries, using a variety of support tools including our own Client Platform and 3rd party Investment Platforms, around clients wanting to access monies from their Structures and Investments  
  • Applying strict Due Diligence procedures in dealing with High Net Wealth clients requesting monies  
  • Processing and following-up Withdrawal transactions with clients, ensuring monies are transferred efficiently and within the Group’s agreed procedures 
  • Raising and Escalating issues with line-management where required  
  • Carry out client and investment updates on the main company platform (XPLAN)  
  • Liaising with Investment Providers around evolving practices and procedures relating to Client Withdrawals  
  • Being part of the company's operations – withdrawals team and provide support and cover for other areas as and when required  
  • Contributes to the overall success of the company by performing all other duties and responsibilities as assigned  

Skill-sets and Requirements

  • Minimum of 2 years experience Financial Services and Administration
  • Working within a Client-Facing payments’ Infrastructure would be considered as an asset
  • The ability to manage multiple concurrent activities and to effectively prioritize workloads
  • Strong command of English
  • Proficient use of MS Office Applications
  • Self-motivated, positive attitude, and able to work independently and under pressure

Education & Experience

Diploma in Financial Services or equivalent


  • Life insurance
  • Free parking
  • Discounted Gym membership

Job Reference: KN692

  • Primary job focus
  • Job type
    Full Time
  • Employment level
    Intermediate (1-3 years)
  • Employer industry
    Financial Services
  • Languages

All Finance Jobs in Malta involve understanding and managing of finances for private clients and organisations. Jobs in finance include client audit, compliance, corporate administration, pensions, trusts, risk and wealth management jobs.

  • Job Reference
  • Date Published
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