Platform Operations Junior Associate

hackajob is collaborating with Moneybox to connect them with exceptional professionals for this role.

About Moneybox

At Moneybox, our mission is to give everyone the means to get more out of life. We're guided by our belief that wealth isn't about the money, it's about the means to more - more freedom, opportunities, possibilities, and peace of mind. Moneybox is an award-winning wealth management platform, helping over one and a half million people build wealth throughout their lives, whether they’re saving and investing, buying their first home, or planning for retirement.

As a Junior Associate you’ll engage and learn about managing, instructing and reporting on our customer funds and tax wrapped products. You’ll be exposed first hand to the rules and regulations that govern everything we do whilst also working towards your Level 3 Investment Operations Certificate (with CISI). We work closely with a team of platform developers/engineers and together we manage the daily processing, controls, and systems needed to manage our customers’ investments and savings. In other words, whenever a customer decides to move their money in the app, we are the team that makes it a reality.

We are looking for someone with a passion for fintech, attention to detail, a desire to learn, analytical skills, problem solving abilities, and who is excited about this great opportunity to kickstart their career in Platform Operations and be part of the future of Moneybox.

What you'll learn to do

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  Assisting with day-to-day operational processes for the investment and administration of our brilliant and expanding suite of cash products.

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  Reconciling our daily cash movements.

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  Working with the payments team to process cash movement instructions to and from partners and customers.

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  Interacting with the Customer Operations team to support transfers.

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  Learning about supporting the implementation of the rules and regulations that are applicable to us and the products we offer customers (including HMRC and FCA regulation).

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  Supporting reporting requirements for the various regulations with which Moneybox must comply including preparing regular updates to our procedural documentation.

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  Working towards your Level 3 Investment Operations Certificate with CISI.

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  Further developing invaluable soft skills around communication, teamwork, time management and prioritisation.

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Who you are

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  A dedicated team player who wants to meaningfully contribute.

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  Adaptable and flexible, for those times when things do not go to plan.

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  Mature and professional.

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  A highly detail-oriented individual with a diligent and methodical approach to operations.

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  Interested in providing an excellent operations service and demonstrating initiative in developing it to be the best it can be.

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  A naturally personable, great communicator who has a passion for their work and the people they work with.

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Experience and skills

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  Ability to work well both individually and as part of a team.

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  Strong attention to detail.

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  Proven problem-solving skills.

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  Highly numerate with good Excel skills.

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  Great communication and listening skills.

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  Excellent written and verbal communication skills.

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