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Business Operations Administrator
2 months ago
Nutmeg Saving and Investment Limited is a leading player in the realm of traditional and digital financial services on a global scale. As Europe's premier Digital Wealth Manager, Nutmeg manages over £5 billion in Assets Under Management, catering to a diverse clientele of more than 230,000 investors worldwide. Their innovative approach resembles that of a startup, functioning within a significant global financial institution. Together, they are committed to transforming the financial services landscape in the UK with integrity.
In the role of Operations Admin Specialist within our dynamic Operations team, you will provide essential administrative support within designated timelines. Your proactive mindset will be crucial in refining processes to boost efficiency and reduce risks to the organization, all while upholding a strong focus on customer satisfaction. This position offers a chance to excel in a fast-paced environment where your outstanding organizational skills, meticulous attention to detail, and creative process enhancement strategies will be highly valued.
Key Responsibilities
- Conducting daily AML checks and related onboarding procedures
- Overseeing the complete process for updating bank details
- Assisting with matters involving deceased clients and associated protocols
- Managing JIRA tickets and collaborating with internal teams while providing regular updates to clients
- Supervising the Admin inbox and specialized work queues to ensure timely responses on all inquiries
- Implementing special fees and promotional rates
- Handling the entire process of LISA withdrawals for property purchases
- Providing support in LISA failure cases, ensuring consistent follow-up and escalation to the Compliance team as needed, and reporting LISA penalty charges to HMRC
- Executing Right to be Forgotten and Subject Access Request processes
- Distributing customer documentation and statements
- Complying with all internal and industry policies and procedures to maintain consistent practices, thereby minimizing conduct risk
Required Qualifications, Capabilities, and Skills
- Exceptional organizational abilities, skilled in managing multiple workflows and processes aligned with various SLAs
- Outstanding written and verbal communication skills
- Strong numerical aptitude with proficiency in Excel
- Ability to remain resilient and adaptable in a high-pressure, fast-paced environment
- Meticulous attention to detail
- Innovative mindset for process improvement
- A customer-focused approach, emphasizing fairness, care, and respect towards clients even in challenging circumstances
Preferred Qualifications, Capabilities, and Skills
- Previous experience in operations or administrative roles
- Familiarity with relevant processes and procedures
- Demonstrated ability to adhere to compliance guidelines and fulfill all regulatory requirements