Financial Services Administrator
FNZ is a global wealth management platform provider.
Projects
About FNZ
FNZ describes itself as 'wealth's growth platform', providing a global, end-to-end wealth management platform that integrates modern technology, business operations, and investment operations within a regulated financial institution connected to a universe of investment products. The company serves banks, wealth managers, insurance companies, and asset managers, with over US$2.5 trillion in assets on platform and nearly 30 million end investors served through its clients. Its offerings span wealth management platforms, advisor tools and productivity solutions, asset management distribution, and trade and post-trade securities services, along with a data platform combining an Operational Data Store, Analytical Data Warehouse, and Aggregated Data Warehouse to power analytics, machine learning, and generative AI insights. FNZ has notable clients including Santander, Colonial First State (CFS), Vanguard, Aviva, and Swedbank, and in 2025 announced a global five-year strategic partnership with Microsoft to integrate Azure AI Foundry, Microsoft Fabric, GitHub Copilot, and Microsoft 365 Copilot across its platform and operations. FNZ is backed by major institutional shareholders including Caisse de dépôt et placement du Québec (CDPQ), CPP Investments, Generation Investment Management, and Motive Partners.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support the administration of pensions, investments, and other financial products. You will process applications, transfers, payments, and client instructions, maintain accurate records, resolve queries with colleagues and third parties, follow regulatory processes, support reporting and audits, and meet service levels.
Requirements
- Strong attention to detail and a methodical approach
- Excellent written and verbal communication skills
- Confidence using IT systems
- Ability to multitask
- Proactive attitude and willingness to learn
- Strong time management and organisational skills
Responsibilities
- Process applications transfers payments and client instructions
- Maintain accurate client records in internal systems
- Communicate with colleagues and third parties to resolve queries
- Follow financial regulations and company processes
- Support reporting and audit activities
- Collaborate with colleagues to meet agreed service levels
Benefits
- Full training
- Hybrid working options
