Operations Executive

2 months ago


London, United Kingdom Page Personnel Finance Full time

New Operations Executive role, working for a financial services business based in the City of London. The Operations Executive will provide strategic operational influence to streamline, digitalise and automate processes.

**Client Details**

The client is within financial services, more specifically an investment management firm based in the City of London.

**Description**
- Overseeing the operational responsibilities for a complex product
- Preparing allotment schedules, facilitating redemptions and processing adviser fee payments
- Ownership for the generation of investor tax certificates, liaising with HMRC, members of the Investment team and external printers when required
- Facilitating payments for monthly bordereaux and liaising with brokers/clients for life insurance claims
- Administration for deceased investors, ensuring the correct documents are obtained and managing share transfers at the request of Executors of the Estate
- Database management, ensuring data integrity is maintained across all systems
- Production of custodian instructions and managing third party reporting requirements
- Documentation of evolving processes and contributing ideas to gain efficiencies

**Profile**
- Proactive with the ability to work in a fast paced and challenging environment
- Diligent, hardworking and organised
- Agile and adaptable, able to learn and streamline processes quickly

**Job Offer**

This is an opportunity to become an Operations Executive in a constantly growing investment manager working amongst a bright, ambitious and passionate team.


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