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Administrative Operations Coordinator

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London, Greater London, United Kingdom Nutmeg Saving and Investment Limited Full time

Nutmeg Saving and Investment Limited is a leading provider of both traditional and innovative financial solutions on a global scale. With a strong presence in the digital wealth management sector, Nutmeg manages over £5 billion in assets and serves a diverse clientele of more than 230,000 investors worldwide. Our mission is to revolutionize the financial services landscape in the UK through ethical practices and a startup-like approach within a major financial institution.

As an Operations Admin Specialist in our dynamic Operations team, you will play a crucial role in delivering administrative support within designated timelines. Your proactive mindset will be essential in refining processes to boost efficiency and reduce risks to the organization, all while ensuring a robust customer-focused approach. This role offers the chance to excel in a fast-paced environment where your exceptional organizational abilities, meticulous attention to detail, and innovative process enhancement strategies will be highly valued.

Key Responsibilities

  • Conducting daily AML assessments and related onboarding procedures
  • Overseeing the complete process for updating banking information
  • Providing assistance in matters involving deceased clients and their associated procedures
  • Managing JIRA tickets and collaborating with internal teams while keeping customers informed
  • Supervising the Admin inbox and specialized work queues to ensure timely responses
  • Implementing special fees and promotional offers
  • Coordinating the LISA withdrawal process for property purchases
  • Supporting 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 procedures
  • Distributing customer documentation and statements
  • Complying with all internal and industry regulations to maintain standardized practices and minimize conduct risk

Required Qualifications, Skills, and Competencies

  • Exceptional organizational capabilities, skilled in managing multiple workflows and processes in line with various SLAs
  • Strong written and verbal communication skills
  • Highly numerate with proficiency in Excel
  • Ability to remain resilient and adaptable in a high-pressure, fast-paced environment
  • Meticulous attention to detail
  • Innovative mindset focused on process improvement
  • A customer-centric philosophy, emphasizing fairness, care, and respect towards clients, even in challenging circumstances

Preferred Qualifications, Skills, and Competencies

  • Previous experience in operations or administrative roles
  • Familiarity with relevant processes and procedures
  • Demonstrated ability to adhere to compliance standards and fulfill all regulatory obligations