International Onboarding & Operations Administrator

About the role

As an International Client Services & Operations Administrator, this role will offer you the opportunity to combine your knowledge of administrationwith your passion for providing excellent customer service, whilst building strong relationships with internal and external stakeholders. With a flair for technology and a natural aptitude to take ownership of resolving queries, you will thrive on delivering the best business solutions to our clients, ensuring their accounts and requests are processed and maintained to the highest level of accuracy and timeliness. Working with our leading Fintech investment management platform, you will gain global experience with great peers, technologies and markets.

Job Responsibilities 

International Onboarding

• New business onboarding and client portfolios updates and maintenance, ensuring data and client records are up to date and accurate.
• Anti-money laundering and all aspects of financial crime.
• Handling client queries.
• Reviewing and processing quarterly risk reviews.
• Processing closures over 3.5 months
• Monthly Transaction Monitoring
• Ensuring daily and monthly tasks are completed in a timely manner 

Qualifications

Experience and soft skills:

• 3yrs+ experience in a similar role (Administration, Support, Advisory)
• Technology Savvy
• Strong communicator, team player, enthusiastic
• Ambitious with a positive growth mindset
• Lead by example
• Be able to prioritise and work well to deadlines
• A meticulous attention to detail and ability to edit own work to a high standard

 Technical skills:

• An understanding of investment platforms, products & tax wrappers like SIPP or ISA would be a bonus!
• Strong Excel, data input and systems navigations skills  

Hybrid Work

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. We’ve found that we’re at our best when we’re purposely together on a regular basis, at least three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.

If you receive and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.

Morningstar’s hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we’ve found that we’re at our best when we’re purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you’ll have tools and resources to engage meaningfully with your global colleagues.