Operations Representative - position no. 1533

About the Company

IBI is one of Israel’s leading and most innovative investment houses, providing a wide range of financial services including portfolio management, brokerage, mutual funds, and investment banking. With a strong emphasis on professionalism, innovation, and client service, IBI is a trusted partner for both individual and institutional investors.

About the Role

Join a dynamic and growing team at the heart of our international funds operations. In this role, you will play a key part in supporting new investor onboarding, ensuring seamless processes, and delivering exceptional service to our global clientele.

Responsibilities:

• Manage and oversee subscription agreements for new investors, ensuring smooth and accurate onboarding.
• Provide professional, high-quality support to clients.
• Assist the team in preparing and reviewing investor reports, including verification of bank transfers and management of capital accounts.
• Prioritize, organize, and execute tasks efficiently while maintaining strong accuracy and attention to detail.

Qualifications:

• At least 2 years of prior operational experience- mandatory
• Excellent verbal and written communication skills- mandatory
• Strong command of Microsoft Office tools.

Core skills:

• High level of accuracy and strong attention to detail
• Ability to work with multiple stakeholders/interfaces
• Strong interpersonal skills