Italian Portfolio Specialist

1 week ago

Dublin, Dublin City, Ireland beBeeOperations Full time €45,000 - €60,000
Job Title

You will be responsible for managing the lifecycle of policies, from onboarding to day-to-day business requests.

Main Responsibilities
  • Process all types of transactions at policy level.
  • Manage policy lifecycle and handle Italian portfolio-related tasks.
  • Liaise with Asset Managers, Custodian Banks, and Intermediaries to ensure client expectations are met.
  • Entry data into systems to produce business forms.
  • Ensure adherence to Service Level Agreements when managing transactions.
  • Conduct due-diligence steps along all transactions received according to Compliance guidelines.
  • Verify and send orders to stakeholders and execute payment instructions.
Requirements
  • At least 2 years' experience in operations of financial institutions is desirable.
  • Knowledge in financial-banking environment is required.
  • Proficiency in Italian and English is required; additional languages are a plus.
  • Strong knowledge of Microsoft Office applications.
  • Attention to details is crucial for this role.
  • Excellent organisational skills.
  • Self-motivated and ability to work independently.
  • Problem solving and decision-making skills.
  • Analytical skills and critical thinking to improve current processes.
  • Be highly resilient and adaptable to change within a fast-paced environment.
  • Understand business needs for flexibility and modify behavior accordingly.
  • Excellent communication skills across all formats.

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