Financial Back Office Representative

Position Description:

Position Description
We are seeking a Financial Representative to join our Back Office Operations team in a specialist capacity. This role will support complex investment product operations and is responsible for the end-to-end review, validation, and processing of financial transactions, ensuring accuracy, compliance, and operational excellence.

This position requires exceptional attention to detail, strong analytical and problem-solving skills, and the ability to work independently and collaboratively in a structured, high-volume environment, while actively contributing to process optimization, risk mitigation, and continuous improvement initiatives.

Your future duties and responsibilities:

Your future duties and responsibilities
• Lead the end-to-end review, validation, and processing of complex mutual fund transactions, ensuring the highest standards of accuracy, timeliness, and quality
• Ensure full compliance with internal policies, operational controls, regulatory standards, and audit requirements, proactively identifying and mitigating operational risks
• Oversee and maintain comprehensive, audit-ready documentation of transactions, reconciliations, and process controls
• Serve as an escalation point for complex transaction discrepancies, conducting root-cause analysis and driving effective resolution strategies
• Champion process improvement and automation initiatives to enhance operational efficiency, accuracy, scalability, and risk reduction
• Provide mentorship, coaching, and technical guidance to junior team members, supporting knowledge transfer and team development
• Partner closely with cross-functional stakeholders to deliver timely operational updates, risk reporting, and service excellence


Required qualifications to be successful in this role
• Minimum 2 years of progressive experience in financial services, back-office operations, fund administration, or investment operations
• Advanced knowledge of mutual fund operations, investment products, and financial industry processes, including plan types, tax regulations, and trade processing workflows
• Proven ability to interpret complex transactions, identify discrepancies, and resolve operational issues efficiently
• Strong understanding of regulatory requirements, compliance standards, and internal control frameworks