GSS Oversight Broker Financing Analyst

Miejsce pracy: Poznań

Your responsibilities

• Make the manual commission (rebate) calculations and release of variety commission fees to the clients,
• Recommend changes to further enhance the current accounting systems for productivity gains. Assist in testing the new features of the systems,
• Maintain high service standards for our internal client by responding to inquiries in a timely manner,
• Prepare ad hoc reports and business analysis depending on GSS Overside group needs,
• Ensure unresolved problems and issues are promptly escalated,
• Analyze and identify the trend, if any, from issues/exceptions,
• Recommend ways to minimize the recurrence of such issues/exceptions. These recommendations can include training suggestions, system enhancements, process changes, and policy changes.

Our requirements

• Expert use of technology with a strong emphasis on Excel,
• Previous TA experience would be an asset,
• Strong attention to details and high accuracy,
• Ability to work independently and manage own tasks with limited supervision,
• Fluent command of English – orally and in writing,
• Highly developed interpersonal skills and ability to work in an international environment,
• Ability to work on team projects and achieve team goals,
• Ability to take initiative and work in a fast-paced changing environment,
• Ability to maintain knowledge of procedures, products, and projects,
• Ability to influence decisions and execute strategies and processes.

Benefits

• private medical care
• life insurance
• corporate gym
• saving & investment scheme
• corporate library
• no dress code
• video games at work
• coffee / tea
• parking space for employees
• leisure zone
• kindergarten / nursery
• employee referral program
• opportunity to obtain permits and licenses
• charity initiatives
• onsite canteen, discounted prices
• multisport program or multisport cafeteria
• interest groups and events
• rich learning resources and workshops
• Employee Assistance Program

What is the GSS TA Oversight & Client Relationship group responsible for?

The EMEA & Americas TA Oversight & Client Relationships department provides TA service delivery and business partners oversight, as well as key distribution relationship support, for the funds domiciled in the EMEA Region.

Part of the group is TA Oversight CEE & Broker Financing Team which is responsible for overseeing the TA activities for the CEE region, calculating the manual commission (rebate), and releasing of variety commission fees to our brokers.

Experience our welcoming culture and reach your professional and personal potential!

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Franklin Templeton Investments Poland Sp. z o.o.

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

Location: Poznań, PL

Posted Date: 10/17/2024