Operations Administrator

4 weeks ago


Leeds, Leeds, United Kingdom Interactive Investor Full time

About the Role

We are seeking an experienced Operations Administrator to join our team at Interactive Investor. As an Operations Administrator, you will be responsible for the effective processing of tasks within the Operations department, including cash, settlements, customer accounts, pensions, transfers, reconciliations, and corporate actions.

Key Responsibilities

  • Perform live task validation and authorisation for payments in and out with a high degree of accuracy.
  • Administer and maintain oversight of key departmental controls.
  • Provide support to the Complaints team, to investigate and respond to complaints.
  • Perform task processing within the department as required.
  • Use subject matter expertise to resolve queries and escalate identified risks and unresolved issues.
  • Ensure corrective preventative actions are implemented and are sustainable.
  • Continually and appropriately challenge policy, processes and procedures, recommending improvements to increase efficiency and enhance client experience.
  • Perform departmental testing as required.
  • Ensure that procedures are up to date and provide quality training on revised procedures, systems enhancements or regulatory changes.
  • Make informed risk decisions, effectively and credibly debate and challenge management recommendations within your role in line with the approved Risk Management Framework.

Requirements

  • Detailed knowledge of departmental processes and purpose.
  • Detailed understanding of internal systems used within the department and how they impact the client journey.
  • Ability to use initiative and problem-solving skills to creatively resolve issues and find solutions.
  • Advanced communication skills – ability to build rapport with colleagues, customers and 3rd parties as required, across all communication channels.
  • Advanced enthusiasm and willingness to learn new tasks and pass on this knowledge through training, coaching and mentoring.
  • Demonstrate the ability to prioritise and manage own workload in accordance with assigned priorities.
  • Ability to adapt to a changing regulatory environment.
  • Demonstrate flexibility, to move between different tasks and at short notice to support business requirements.
  • Advanced ability to deal with high volumes of processing work and stay calm under pressure.
  • Display emotional resilience when handling difficult situations, always maintaining a high level of accuracy.
  • Ability to think holistically and creatively in delivering operational change in line with a defined strategy/ vision.
  • Knowledge of the business objectives, products and processes and consistently demonstrate ii values.
  • High degree of PC literacy – navigate a broad range of internal systems, advanced knowledge of MS Office applications.
  • Knowledge of the Financial Services Sector – specifically Wealth Management.
  • Knowledge of the regulatory and legislative environment and associated risks that require managing.
  • Understand FCA rules in particular CASS rules and the principles of Treating Customers Fairly.

About Us

Interactive Investor is the UK's number one flat-fee investment platform, here to help our customers take control of their financial future. We provide a secure home for customer pensions, ISAs and investments, with a simple, flat monthly fee that stays the same, regardless of investment growth.

We are proud to have over £45 billion of assets under administration, over 350,000 customers, and to be rated 'Excellent' on Trustpilot. Our customer-driven approach and bold values sit at the heart of this, with a focus on honesty, straight-talking, and transparency with our customers and colleagues.



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