Octopus Hiring for Onboarding Officer – 9 Month FTC at London ECN Full Time

Established in 2000, Octopus is a group of businesses investing in people, ideas and industries that change the world. You can learn more about us at octopusgroup.com.

At Octopus Investments, we’re experts in financial services and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £12.4* billion on behalf of retail and institutional investors.

• Funds Under Management data includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 31st December 2021

About the role:

We’re looking for an Onboarding Officer to work within Operations reporting to The Back Office Manager. The Onboarding team sit within Octopus Operations team, overseeing the successful take-on of new clients and new investments. The team work closely with various Operations team’s, the Sales & Customer team and Compliance to ensure the client experience is as smooth as possible. A range of regulatory requirements must be adhered to, as well as identifying opportunities to streamline and enhance current processes in order to effectively manage stakeholder expectations.

Deliverables:

• Data entry for application processing
• Handling, banking cheques and processing client money
• Completing necessary investigations to ensure applications are compliant with our internal and external regulations – liaise with various stakeholders
• Daily management of own workload to ensure that both new and ongoing work items are completed in a timely manner
• Managing a busy inbox and adhoc queries from internal stakeholders
• Help with streamlining procedures and processes

Knowledge and skills:

• Ideally, you’ll have some or all of the following qualifications, skills and job-related experience
• Strong eye for detail and ability to work precisely and exactly is imperative
• Ability to prioritise and multi-task whilst working under pressure
• Hands on team player that’s also comfortable working individually
• Able to adhere to strict daily and adhoc deadlines
• Strong work ethic, comfortable working outside of regular working hours during busy periods
• Customer focused
• Strong problem solving and organisational abilities
• Excellent communication skills to deal with people at all levels
• Must be comfortable using technology and leveraging digital applications

And to really stand out from the crowd, you will display the following qualities and characteristics:

• Self-motivated with the ability to work in a fast-paced agile environment
• Experience with AML/KYC
• Must be curious and seek to learn and improve whilst instilling automated and digital solutions wherever appropriate

Additional Information

Our Values

At Octopus we don’t just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold.

We’re committed to creating a diverse and inclusive employee experience for all. We promote equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.

What we offer

A competitive salary and pension
Flexible working