Operations Specialist (internship)
Moneyfarm
Milan
20
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Azienda: Moneyfarm Milan
Previsione stipendio medio: 1000-1500 euro mensili
Esperienza: esperienza nel settore finanziario
Titolo di studio: Laurea triennale (Economia/Contabilità/Giurisprudenza)
We’re a pan- European digital wealth manager with 128. 000 active investors (growing fast!) and over £3. 5 billion invested on our platform.
With 170+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital and Allianz.
We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology.
Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.
Mission To provide investment solutions and advice to protect and grow client wealth through time.
Our Core Values: We’ve built our business on three Principles: Relationships are our first asset : We’re one team, built on trust, honesty and transparency.
We value our relationships above all else.
Trust drives success : We give each other the space to grow.
We empower our employees to succeed, so they can make a real impact.
Our customers dream big, just like us : We see the bigger picture and we make sure our customers see it, too.
We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream.
What this means in practice: At Moneyfarm, diversity is the foundation of our competitive advantage.
We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences.
This is what makes us better at what we do.
To accommodate our different needs and commitments, we offer flexible working to all.
Our individual impact and output is what counts most.
About the role: We are looking for a highly motivated person to support our Operations team in the daily operations processes relating to our business in Italy and in the UK.
Under the oversight of the Team Leader and the coordination of OPS team members the person will take care to BAU processes.
Why Moneyfarm? Join us and contribute to a platform that combines advanced technology with personalised investment guidance.
At Moneyfarm, you will leverage your skills to directly impact our growth and help our clients achieve their financial goals through informed strategic content.
Responsabilities: Activation of customers’ accounts Collect and archive customers documentation Exchange documents with MFM Partners Provide documents and information following internal stakeholders requests.
Send pre-formatted requests to customers via mail Data protection management Closures of accounts Requirements Self-organized Capable to maintain constantly a high level of quality in the assigned tasks Microsoft office Excel skills Proactivity and passion English, written and spoken (starting with B2 level) Nice to have Previous experience in the financial industry Bachelor’s degree ( Economic / Accounting / Law)
✔ Moneyfarm