Profession back office specialist

Back office specialists perform operation of administrative and organisational nature in service of running a financial company. They process administration, take care of financial transactions, perform supportive tasks and other diverse back office operations in coordination with other parts of the company.

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Personality Type

Knowledge

  • Office administration

    The paperwork processes related to the administrative areas of an office environment. The activities or processes may include financial planning, record keeping and billing and managing the general logistics of an organisation.

  • Banking activities

    The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity trading, trading in equities, futures and options trading.

  • Office software

    The characteristics and functioning of software programs for office tasks such as word processing, spreadsheets, presentation, email and database.

  • Financial management

    The field of finance that concerns the practical process analysis and tools for designating financial resources. It encompasses the structure of businesses, the investment sources, and the value increase of corporations due to managerial decision-making.

  • Business processes

    Processes which an organisation applies to improve efficiency, set new objectives and reach goals in a profitable and timely manner.

Skills

  • Execute administration

    Carry out administrative work and establish public relations.

  • Offer financial services

    Provide a broad range of financial services to clients such as assistance with financial products, financial planning, insurances, money and investment management.

  • Coordinate operational activities

    Synchronise activities and responsibilities of the operational staff to ensure that the resources of an organisation are used most efficiently in pursuit of the specified objectives.

  • Maintain records of financial transactions

    Collate all the financial transactions done in the daily operations of a business and record them in their respective accounts.

  • Provide financial product information

    Give the customer or client information about financial products, the financial market, insurances, loans or other types of financial data.

  • Use office systems

    Make appropriate and timely use of office systems used in business facilities depending on the aim, whether for the collection of messages, client information storage, or agenda scheduling. It includes administration of systems such as customer relationship management, vendor management, storage, and voicemail systems.

  • Monitor company policy

    Monitor the company's policy and propose improvements to the company.

  • Comply with legal regulations

    Ensure you are properly informed of the legal regulations that govern a specific activity and adhere to its rules, policies and laws.

  • Manage financial aspects of a company

    Manage the company-related legal and financial issues; calculate and analyse numbers and figures; look how to save costs and how to maximise income and productivity; balance costs against possible benefits before making a decision.

  • Handle paperwork

    Handle work-related paperwork ensuring that all relevant requirements are met.

  • Manage administrative systems

    Ensure administrative systems, processes and databases are efficient and well managed and give the sound basis to work together with the administrative officer/staff/professional.

Optional knowledge and skills

financial products advise on financial matters apply company policies obtain financial information manage personnel project management trace financial transactions provide support in financial calculation manage loan administration maintain contract administration securities handle financial transactions present reports statistics communicate with banking professionals manage contracts principles of insurance