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Operations Administrator
2 months ago
Whiteley | Hybrid | £27k - £32k
Permanent | Full-time | OpsAdmin-Whiteley
**Responsibilities**:
- To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
- Responsible for managing daily client cash withdrawals and internal cash movements.
- Managing client deposits, collecting initial fees, and investing cash
- Providing ad hoc client/quarterly valuations, annual tax reports
- Processing mandate changes, instructing direct debit contributions
- Processing instructions to maintain in-house funds, and external platforms when required.
- Potentially getting involved in some project work to further improve our systems and processes.
- Positively contribute to the team morale and energy, be a great team player
**Experience and Qualifications**:
- Knowledge of investment products ISAs, GIA’s & wrapped products.
- Experience of using CRM systems
- Be a good team player
- Experience of challenging the status quo in respect of processes
- A strong passion for delivering excellent customer service
- A self-starter, who owns own development journey
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