Business Operations Coordinator
3 weeks ago
We are seeking a skilled Business Operations Coordinator to join our team at Raymond James Investment Services in London. This role involves supporting various administrative duties, including document screening, account opening, and client onboarding.
About the Role:
- Screen anti-money laundering (AML) documentation for various account types.
- Validate documents such as cheques and W-8 forms.
- Manage account opening processes and continuously monitor pending accounts.
- Address all internal and external Client On-Boarding queries within agreed service levels.
Key Responsibilities:
- Administer deceased accounts, including requesting probate valuations.
- Handle account closures, including calculating and deducting closing fees.
- Allocate valid W-8 forms to accounts and chase expired documentation.
- Periodically review provider signatory lists.
- Perform all types of static data amendments.
- Process client and provider payments, initial ISA subscriptions, internal client journals, and set up regular payments, standing orders, and income sweeps.
- Deduct ad hoc charges such as custody, financial adviser, management, and valuation fees.
- Address all client administration and internal/external queries within agreed service levels.
- Build and maintain a working knowledge of the Raymond James operating environment.
Requirements:
- Eager to be involved in all aspects of the business with a hands-on approach.
- Effective both independently and as part of a team.
- Quality-oriented with attention to detail.
- Strong interpersonal and communication skills, both verbal and written.
- Excellent organisational and time management skills with the ability to multi-task.
What We Offer:
- An estimated salary range of £28,000 - £35,000 per annum.
- A competitive benefits package.
- Ongoing training and professional development opportunities.
About Us:
Raymond James Investment Services is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what's right for clients, we'll help them achieve success while also realising our own.
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