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

  • Conventional / Enterprising

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.

  • Business processes

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

  • 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.

  • Office software

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

  • 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.

Skills

  • Execute administration

    Carry out administrative work and establish public relations.

  • 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.

  • 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.

  • Monitor company policy

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

  • 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.

  • 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.

  • 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.

  • 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; always balance costs against possible benefits before making a decision.

  • 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.

  • Handle paperwork

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

  • Provide financial product information

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

Optional knowledge and skills

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