Back Office Team Member
- תל אביב
- משרה קבועה
- משרה מלאה
- Become part of the team that performs Back Office oversight of the firm's wealth management system through regular review of banking and transaction data
- Identify and investigate discrepancies between bank source data and system data
- Execute internal processes for data validation, document exceptions, and escalate for further handling with external parties
- Assist in updating and maintaining control documentation and operational procedures
- Communicate clearly and professionally (in English) with internal teams and external service providers
- Support the continuous improvement of operational workflows in a high-quality, boutique work environment
- Ability to learn independently and think critically
- Academic and/or professional background in bookkeeping, accounting, auditing, or financial control
- High attention to detail and strong standards for accuracy
- Proficiency in English (reading and writing) for day-to-day work
- Comfort working with numbers and in a quantitatively oriented environment
- Proficiency in Excel and ability to analyze data
- Ability to work according to clear procedures and accurately document findings
- Previous experience in Back Office roles in accounting, bookkeeping, or financial control
- Familiarity with financial reconciliation processes
- Understanding of bank account structures, banking data, and accounting data systems
- Previous experience with portfolio or wealth management platforms or similar systems
- Small, close-knit, collaborative, and motivated team
- Clear internal procedures with guidance and training
- An environment that encourages independent thinking, openness, and creativity
- The role is office-based
Mploy