Investment Onboarding Team Leader

5 months ago

Southport, United Kingdom The 79th Group Full time

**Investment Onboarding Team Leader**

Calling all talented individuals

Are you ready to embark on an exciting journey with the fastest-growing organisation in Southport? The 79th Group is expanding exponentially, and we are on the lookout for exceptional individuals to join our dynamic team. If you are seeking a challenging yet rewarding career, look no further

As the Investment Team Leader you will support the success of the team by achieving your own personal performance objectives and understanding how both yours and your team's contribution affects the overall performance of the Onboarding Process.

**Reports directly to**: Investment Manager

**Responsibilities**
- Produce/prepare documentation in various formats, including Word, Excel, PDF, PowerPoint, and other reports, including confidential material
- Maintain an accurate and efficient electronic and paper filing system and be responsible for records management
- Responsible for the leadership, coaching, and motivation of your team in order to meet the requirements of the business
- Analyse, evaluate and report on individual and team performance
- Maintain a good working relationship with Introducers
- Regularly liaise with compliance and client relationship management
- Maintain up to date knowledge of company procedures and policies
- Ensure company wide training is completed in a timely manner by team members Conduct 121’s and create PDP’s if necessary
- Ensure the day to day leadership of the team operates correctly
- Liaise with Investment Director when needed such as with escalated queries from clients/introducers
- Ensure team members are adhering to updated company policies and procedures
- Liaise with other departments to ensure a smooth end to end process
- Deal with account enquiries regarding transfers, interest payments and redemptions
- Conduct quality assurance checks
- If necessary, conduct employee disciplinary protocol and support team members with any issues

**Experience**:

- Degree in Business Management, Business Administration, or a related field
- Experience in a financial background, real estate or property management
- People Management experience
- Strong communication and interpersonal skills
- Ability to work both independently and as part of a team
- Ability to multitask and prioritize tasks effectively

**Person specification**:

- An energetic and enthusiastic team player
- Personable and people orientated
- Principled and self-assured
- Strong communicator
- Able to multitask and manage to tight timelines and deliverables
- Able to prioritise and be extremely organised
- Extremely detail-oriented

**Job Types**: Full-time, Permanent

**Salary**: £25,000.00-£28,000.00 per year

**Benefits**:

- Company events
- Discounted or free food
- Employee discount
- Health & wellbeing programme
- On-site parking
- Store discount

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Southport, PR8 4HQ: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Administrative: 1 year (required)

Work Location: In person

Reference ID: CM/Dec23

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