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89,000+ live jobsOperations Management Technician
Hybrid in Madrid·Full-time·Added 2 days ago (last checked 12 Nov)
Our summary
- Work mode
- Hybrid, Madrid
- Contract
- Permanent, full-time hours
- Spanish
- Expected (ad in Spanish)
- Experience
- 4+ years
- Education
- University degree
- Benefits
- Private health insurance, flexible pay plan
Visa options
The ad rules out sponsorship
The advert says visa sponsorship isn’t available for this role.
Skills
This job advert was originally written in Spanish.
Requirements
Education & certifications
Bachelor's degree or university degree in Business Administration, Law, Economics, etc.
Knowledge of financial markets and the settlement cycle of different financial products (equities, fixed income, IICs, and pension funds), with knowledge of regulations regarding what affects operations.
Knowledge of MiFID regulations.
Pay & benefits
What you'll get
- Permanent contract.
- Competitive compensation package.
- Flexible hours and Teleworking, two days per week and a pool of 32 hours per quarter.
- Training plans and professional development tailored to each individual.
- Collective life and accident insurance.
- Discounts on Home and Auto insurance, Liability, Legal Defense, Funeral, Tenant, and special premiums on Health, Dental, and Pet insurance.
- Enrollment in Flexica, our flexible benefits system.
The role
- People who take initiative, learn quickly, and constantly seek to improve.
- People who collaborate, listen, and build positive relationships with others.
- Responsible, honest people committed to their results.
Together we improve and shape the future.
At Caser Asesores Financieros, we are looking for an operations management technician, who will be responsible for ensuring operational excellence through the management and control of financial operations, business support, and continuous process improvement, guaranteeing the quality of service to clients and financial agents.
What you'll do
- Manage and monitor operations for Equities (RV), Fixed Income (RF), Collective Investment Schemes (IIC), and other financial instruments.
- Supervise and verify the operational processes that ensure the quality, traceability, and integrity of information across different management platforms and tools (Front, Middle, and Back Office).
- Perform the reconciliation and control of orders, executions, positions, balances, and portfolios, guaranteeing the correct execution of operations.
- Identify, analyze, and resolve operational incidents, coordinating the necessary actions with various internal and external stakeholders.
- Design, document, and optimize operational procedures, driving automation, continuous improvement, and efficiency initiatives, as well as the definition and monitoring of management indicators (KPIs).
- Provide specialized support and attention to financial agents, acting as the point of contact for operational matters.
- Provide operational support to the different business areas of the Securities Agency (Commercial, Compliance and AML, Investments, and Financial Agent Network), contributing to service quality and the achievement of business objectives.
- Participate in the monitoring of clients, projects, and transversal initiatives, collaborating with the Operations, Accounting, and Business areas to guarantee efficient and coordinated management.
EXPERIENCE
Minimum 4 years of experience in back office/middle office of a financial institution or an investment services company.
COMPETENCIES
- Analytical skills
- Organization and planning
- Customer Orientation
- Social and communication skills
- Teamwork and collaboration
About Caser
Caser is a Spanish insurance company offering a wide range of products including life, health, home, auto, and business insurance. It is part of the Helvetia Group, a Swiss insurer, and operates primarily in Spain, where it serves millions of customers through a network of branches, agents, and digital channels. The company is one of the country's established insurance providers, with a strong focus on customer service and innovation.
Caser's headquarters are in Madrid, and it has a significant presence across Spain, with offices and agencies in major cities. The company is known for its collaborative culture and commitment to professional development, making it an attractive option for international professionals seeking to build a career in the Spanish insurance sector. With roles ranging from underwriting to commercial management, Caser offers opportunities for those with language skills and experience in insurance or financial services.
- Industry
- Insurance
- Founded
- 1942
- Employees
- 1,000–5,000
- Headquarters
- Madrid, Spain
- In Spain
- Madrid
Good to know if you are moving
- Caser is part of the Helvetia Group, a Swiss insurer, which may offer international mobility opportunities.
- The company has a strong presence in Madrid, where its headquarters are located, and offers roles in underwriting and commercial management.
- International candidates may need Spanish language proficiency for most roles, as customer-facing positions require local language skills.
- Caser has a long history in Spain, providing stability and a well-established brand in the insurance market.
In their own words
About the company & team
Helvetia Caser is born from the integration of two insurance companies with a long-standing history in the Spanish market. The result is a solid, close-knit organization committed to offering comprehensive protection solutions to millions of customers.
We are more than 7,000 professionals committed to accompanying you when it matters most, today and tomorrow. Are you in? This is the talent we are looking for.
Additional information
Helvetia Caser guarantees equal opportunities, identifying and developing the full potential of people based solely on their abilities to perform their duties.
€28k - €30k
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