AI Marketing Specialist
от 1 000 000₸ до 1 500 000₸
за месяц,
на руки
Алма-Ата
(Алматы, Алатау, Москва, Сайран, Сары-Арка, улица Абиша Кекилбайулы, 34)
Опыт работы:от 3 до 6 лет, полный день, полная занятость
Responsibilities (Back Office Officer, Investment Company, AIFC / Brokerage License):
Provide back office support for client portfolio management (HNW/UHNW clients)
Process and monitor trading activities (equities, fixed income, derivatives, FX)
Liaise with brokers, custodians, and counterparties on trade execution and settlements
Maintain accurate records of client transactions and positions in internal systems
Perform daily and periodic reconciliations:
cash and positions
balances with brokers, custodians, and counterparties
Investigate and resolve discrepancies
Prepare client reporting:
portfolio statements
P&L reports
cash and asset movements
Process client requests and transactions:
cash deposits and withdrawals
securities transfers
account opening and account maintenance changes
Support client onboarding processes in line with AIFC / AFSA requirements:
KYC/AML documentation collection and verification
ensure completeness and accuracy of client data
coordinate with compliance
Ensure adherence to internal procedures and regulatory standards
Maintain operational records and internal documentation
Participate in process improvements and automation initiatives
Provide day-to-day operational support to front office (portfolio managers, client managers, sales)
Handle operational issues and ad hoc requests
Requirements:
Experience (mandatory filter)
2–5 years of experience in financial institutions:
brokerage firms
investment / wealth management firms
banks (investment or brokerage divisions)
Hands-on experience in back office / operations:
transaction and position accounting
settlements
client operations (cash deposits/withdrawals, transfers)
Experience with reconciliations:
cash and positions
balances with brokers, custodians, and counterparties
Experience in a regulated environment:
AIFC / AFSA (strong advantage)
or similar jurisdictions (DIFC, ADGM, FCA)
Core Skills (must-have)
Understanding of trade lifecycle:
from execution to settlement and booking
Knowledge of financial instruments:
equities
fixed income
ETFs
basic understanding of derivatives
Practical experience in:
processing client instructions (cash in/out, transfers)
working with brokers and custodians
Strong attention to detail and ability to handle large data volumes
Regulatory & Compliance
Basic understanding of KYC / AML procedures
Experience in:
client onboarding
Understanding of regulatory requirements (AFSA or similar) Systems & Tools (critical)
Experience with:
back office / accounting systems
Excel — strong level (mandatory):
pivot tables
data handling
Personal Profile
High level of accuracy and attention to detail
Ownership and accountability
Structured and process-oriented mindset
Ability to multitask in a fast-paced environment
Proactive problem-solving approach Languages
Kazakh — at least intermediate
Russian — fluent
English — at least Intermediate
Terms:
Employment contract
Work from office 5/2
Monthly payment + annual bonus
Объявление ID,
3 просмотра (+1 за сегодня),
Дата размещения 19.07.2026г.,
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