Investment Operations Senior Administrator

2 days ago

Bromsgrove, United Kingdom AFH Financial Group Full time

**Investment Operations Senior Administrator**

The role is a core function within the Investments Operations Team processing tasks such as withdrawals and general client maintenance, as well as cash position monitoring for client accounts.

**Key Responsibilities as our Investment Operations Senior Administrator will include**:

- To ensure all withdrawals and bed and isa’s are correctly processed and completed within the agreed SLA
- To process deceased accounts and death claims and complete in a timely manner with accuracy
- To train and coach existing and new members of the team
- To respond to telephone and high risk inbox queries, escalating where necessary
- To develop new methods of carrying out existing tasks in order to increase efficiency
- To update any new changes to model portfolio’s on provider platforms
- Cash reporting for low and high cash for a number of providers including AFH Direct
- To be a point of contact for consultants, members of the business and the team
- Ensure that all data is accurate and up to date where appropriate
- Ensure all completed instructions and transactions match and are fully documented in line with laid down procedures to provide appropriate audit trail and accountability
- Monitor and maintain accurate diary management and record keeping processes to ensure appropriate activity audit trails are maintained in line with the Firms compliance standards
- Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how AFH Wealth Management seeks to comply with this FCA requirement
- Abide by AFH Group procedures and standards in relation to anti money laundering, data security and confidentiality and to complete training and assessment as required
- Support senior staff in the event of absence and tax year end

**What we are looking for in our ideal** **Investment Operations Senior Administrator**:

- Good knowledge of the Financial Services Market and Investment Products
- Relevant Operational procedures knowledge
- Good working knowledge of Microsoft Word, Excel and Outlook
- Working knowledge of Pershing’s Nexus, XPlan and Nexus Complete Software Systems preferred as well as other providers used

**Benefits of working for AFH**:

- Training and qualifications - We take pride in supporting and paying for our staff to undertake professional qualifications relevant to your jobs role once you have passed your three-month probation
- Contributory pension scheme, and death-in-service benefit at 4 x your annual salary
- Competitive salary and annual discretionary bonus, following one year’s service
- Health benefit scheme - including digital gym subscriptions, dental and optional treatments and alternative therapies
- Flexible working options and competitive holiday allowance, with annual buy and sell scheme options
- Loyalty bonus and additional holiday days, based on length of service
- Employee referral bonus scheme
- Social events

With over 30 years of experience and more than 500 employees nationwide, AFH is one of the UK’s leading independent financial advisory firms.

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