Trainee Fee Analyst
Core
Support the Senior Fee Analyst in processing end-to-end operational fee processes, managing fee data amendments, and monitoring client fee accuracy within a wealth management environment.
Role type
Trainee Fee Analyst (Operations/Finance)
Builds
Operational fee processes and data accuracy for client accounts
Domain
Wealth Management / Financial Services
Required skills
Excel proficiency, data entry and maintenance, numerical accuracy, analytical skills, problem-solving, attention to detail
Preferred skills
Bachelor's degree in accounting or finance, wealth management experience, process improvement mindset
Technologies
MS Office (Excel)
Responsibilities
Process end-to-end operational fee processes quarterly, manage fee data amendment requests, monitor and correct incorrect fee set-ups, review staff account fees against policy, maintain client fee schedules and discount registers, assist with IT testing for system releases
Seniority
Trainee, entry-level with development potential
