Our client is a leading technology and services provider in the brokerage industry, with vast experience in all aspects of brokerage management. Since its foundation in 2007, they have constantly maintained their position at the cutting edge of the Fintech market. They are currently looking for German-speaking Back Office Officer. The successful candidate should be fluent in German and English Language and have previous experience in a similar role.
Reference #: GC002433
- Maintaining accounts and financial details. (i.e. Valid Documents, updated information).
- Providing administrative and support services efficiently for smooth functioning of the organization and effective working of employees.
- Process applications for the opening of new client accounts.
- Amend client’s accounts (e.g. leverage, profile, etc.) into the Company’s software.
- Answer all emails received from clients regarding queries on the account opening process as well as amending existing accounts.
- Implement strong Know Your Client procedure to all potential and existing clients.
- Ensure that all necessary documentation is collected and update the Company’s software about the collection of these.
- Keep client records (i.e. agreements, ID documents, investor questionnaire, Know Your Client information) in electronic form.
- Forward financial matters and requests to the Accounting Department.
- Liaise with the Head of Back office for any queried issues.
- Call and Email Monitoring as per requirements set by the compliance department
- Degree in finance, Business administration.
- Previous experience in a similar role
- Excellent command of the English language.
- Fluency in German Language is a must.
- Computer literacy with very good working knowledge of Microsoft Office applications