Senior Operations Officer – Investment
Full Time @IH posted 15 minutes ago in Accounting, Finance & Banking ShortlistAbout the job
Duties and Responsibilities:-
- Maintain constant communication with management and staff to ensure seamless operational workflows.
- Take full responsibility for the day-to-day management of all operational areas.
- Identify business risks and strategic opportunities by analyzing operational data and results.
- Develop, implement, and maintain quality assurance protocols.
- Optimize the efficiency of existing organizational processes and procedures.
- Establish and achieve key operational goals and milestones.
- Ensure operational activities and deliverables remain on schedule.
- Drive best practices and standardized processes across the organization.
- Liaise with legal, compliance, and safety departments to ensure full regulatory adherence.
- Oversee timely data collection and update operational metrics to hit productivity targets, minimize unit costs, eliminate errors, and elevate customer service.
- Partner with cross-functional support teams to enhance and refine proprietary tools and systems.
- Manage customer deposit processing and coordinate operational support for business teams.
- Prepare and verify documentation for wealth management accounts, liaising with international entities to manage investment portfolios and funds.
- Draft routine correspondence and maintain client operational records.
- Safeguard the strict confidentiality of customer records and contact lists across the Investment and Placement Departments.
- Provide customer relationship support through direct client interaction and perform ad-hoc operational support tasks.
- Conduct financial analyses of funds and investment portfolios, reviewing associated documentation against regulatory standards.
- Generate and deliver periodic performance reports to senior management and clients.
- Collaborate with executive management to establish departmental and organization-wide goals.
Job Requirement & Skills:-
- Fluent in English and Arabic, both written and spoken.
- Ability to recognize areas of operational and business risk and be proactive in addressing them.
- Regular and reliable attendance in accordance with position, business, and client needs.
- Exceptional time management, prioritization, and multitasking abilities under tight deadlines.
- Excellent interpersonal skills to build and maintain strong relationships with colleagues and clients.
- Effective communication skills, including clear speaking, concise writing, and active listening.
- Able to give and receive constructive feedback across a variety of corporate channels.
- Strong strategic planning, critical thinking, and problem-solving skills.
- Methodical approach to analyzing processes and systems to fully optimize their functions.
- Proactive research skills to seek out growth and process improvement opportunities for the organization.
- Solid project management capabilities to lead operational initiatives to completion.
- Strong collaboration and teamwork skills across cross-functional departments.
- Demonstrated leadership qualities, including team motivation, goal-setting, and progress monitoring.
- Comfortable and resilient working in a fast-paced, high-pressure environment.
