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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in process improvement, operations management, and the use of AI-assisted tools for workflow automation. Proficient in Salesforce and data validation, with strong analytical and communication skills to support client interactions and reporting.
Highest-signal resume keywords
Process ImprovementAI-Assisted Tools ExperienceSalesforce ProficiencyData ValidationOperations Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process MappingBusiness AnalysisChange DeliveryData Quality AssessmentKPI DevelopmentDocument ManagementAutomation Suitability AssessmentFinancial ReportingTemplate-Based CorrespondenceWorkflow Coordination
Soft Skills
Attention to DetailAnalytical SkillsOrganizational SkillsCommunication SkillsSelf-Motivation
Tools & Technologies
SalesforceExcelPowerPointAI Productivity ToolsWorkflow Automation Tools
Industry Keywords
Financial ServicesRegulated EnvironmentFund RegistrationClient ServiceData Protection
About the role
Key responsibilities & impact- Improve registration and notification preparation using standard templates, checklists and approved AI or automation tools
- Streamline fund document collation, completeness checks and data extraction, validating outputs against source documents
- Support template-based correspondence and AI-assisted drafting, ensuring technical content is verified and approved by GRS specialists
- Coordinate submission workflows, task allocation and evidence capture
- Support ongoing registration maintenance through assigned workflows and agreed timelines
- Track document and financial report submissions and coordinate confirmed changes and notifications
- Develop KPIs and management reporting on service delivery and automation outcomes
- Track time saved, turnaround times, data quality, exceptions and tool adoption
- Maintain accurate Salesforce records for fund marketing registrations and private placements across the Waystone Group
- Improve data standards, validation and reporting with system owners
- Coordinate quarterly board reporting using validated operational data and status updates
- Coordinate timely responses to client queries and refer technical questions to GRS specialists
- Develop approved knowledge resources and reusable responses
- Own a prioritised improvement backlog, translating needs into requirements and coordinating pilots, user acceptance testing, approvals and rollout
- Use approved AI tools and permitted data with appropriate access, confidentiality and retention safeguards
- Establish human review, audit trails, exception handling and fallback procedures before deployment
- Record activity in Salesforce and assess opportunities for automated capture and reminders
- Train team members in improved workflows and responsible use of approved AI tools
- Coordinate technical registration training with GRS specialists
- Complete incoming and outgoing handovers covering portfolios, filings, deadlines, priorities, automation designs, controls, test evidence, procedures, ownership and outstanding improvements
Requirements
What you’ll need- Third-level degree, preferably in business, technology, operations or a related discipline
- 4 to 5 years' experience in operations, process improvement, business analysis or change delivery
- Experience preferably within financial services or another regulated environment
- Fund registration knowledge beneficial but not essential
- Hands-on experience using AI-assisted tools or workflow automation within business processes
- Experience assessing AI or automation suitability, validating outputs and recognising limitations
- Experience mapping processes, defining business requirements, coordinating testing and implementing controlled change
- Evidence of measurable improvements
- Excellent written and verbal communication skills in English
- Strong attention to detail and analytical skills
- Experience checking source data, investigating exceptions and validating automated outputs
- Excellent organisational skills and ability to manage multiple priorities while maintaining accuracy
- High standards of integrity and client service
- Sound judgement regarding confidentiality, data protection, human oversight and escalation when using AI or automation
- Ability to learn unfamiliar processes quickly and work within established controls
- Ability to recognise when specialist regulatory input is required
- Self-motivated and confident
- Strong Salesforce or similar CRM skills
- Strong Excel and PowerPoint skills
- Practical familiarity with automation, reporting or AI productivity tools
Benefits
Comp & perks- Fixed-term contract for 12 months
- Maternity leave cover role
- Hybrid working arrangement