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Posted 11 days ago

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Wealth Ops Internship Paid (Duration: 3 months)

AthensOn-siteFull-time

AI Summary

Supports the Wealth Ops team by processing transfers, monitoring buy and sell orders, and communicating with customers to resolve exceptions and reduce transfer times.

About this role

Wealth Ops Intern (Duration: 3 months)

We’re looking for an enthusiastic intern to support our Wealth Ops team in their operations such as processing transfers, monitoring buy and sell orders, and communicating with customers. This role is perfect for someone detail-oriented, eager to learn, and ready to kickstart their career and tackle challenges in the fintech space!

During this internship, you will:

  • Manage the ISA and SIPP transfers process and find new ways of reducing transfer times
  • Perform orders and transfer allocations, investigate issues and help resolve exceptions
  • Respond to ad hoc queries from customers and requests from external providers
  • Build a knowledge base by documenting processes and relevant information

Ideally You:

  • Are a recent graduate in Accounting, Finance, Business Administration, Banking or Economics
  • Are willing to learn and have a can do attitude
  • Are analytical and excited about working with a business that moves fast
  • Are fluent in English
  • Are available to work full time 10:00am-18:30pm

Looking forward to receiving your applications!

Thanks,

Plum Team

Skills

Exception ResolutionFinancial OperationsISA TransfersKnowledge Base CreationOrder ProcessingProcess DocumentationSIPP TransfersTransfer Allocations

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