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Operations Administrator

3 months ago

London, UK, United Kingdom Raymond James Investment Services Full time

Who we are?

Raymond James 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. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades.


Who we are looking for?

As an Operations Client Administrator you will be responsible for supporting a variety of administration duties including document screening, account opening, deceased account processing, technical queries (both internal and external) and ad hoc project work.


Responsibilities


Client On-Boarding:

  • Screening anti money laundering “AML” documentation for all types of accounts: GIA/ISAs/Pensions/OPBs/Trusts etc.
  • Validating documents such as cheques and W-8’s
  • Account opening
  • Continuous monitoring of pending accounts
  • Dealing with all Client On-Boarding internal and external queries within our agreed service level


Client Administration:

  • Administration of deceased accounts, including the request of probate valuations
  • Administration of account closures, including the calculation and deduction of closing fees
  • Allocating valid W-8 forms to accounts and chasing expired documentation
  • Periodic review of provider signatory lists
  • All types of static data amendments
  • Client and provider payments
  • Initial ISA subscriptions
  • Internal client journals
  • Setting up regular payment / standing orders / income sweeps
  • Deducting ad hoc charges such as custody, financial adviser, management, valuation fees etc.
  • Deal with all client administration & internal/external queries within our agreed service level
  • Build and maintain a working knowledge of the Raymond James operating environment


General:

  • Ensure that accurate controls and records are maintained
  • Monitor work levels & the group mailbox to ensure all items are processed within agreed service standards
  • Ensure robust departmental procedure manuals are reviewed and maintained


Requirements

  • Good working knowledge of retail financial services, investment management or stockbroking operations
  • Exposure to manual processing essential
  • Knowledge of GIA/ISA/OPB & SIPP products
  • Experienced in AML and KYC requirements
  • Industry exams an advantage
  • Excellent knowledge of Microsoft packages, especially Word & Excel


Qualities/Attributes:

  • Ensure our Service 1st culture is adhered to and maintained at all times
  • Desire to be involved with all aspects of the business taking a hands-on approach
  • Ability to expand and grow with the business
  • Able to work effectively, both independently and as part of a team
  • Demonstrates a positive attitude reflected in day to day conduct
  • Able to provide pragmatic advice
  • Uses initiative and applies knowledge acquired to problem solving
  • Ability to work under pressure and to deadline
  • Quality orientated. Pays attention to detail
  • Good interpersonal and communication skills (verbal and written)
  • Sound organisational and time management skills with the ability to multi-task



Benefits

  • 25-days of annual leave + bank holidays + holiday increases each year, to a max of 30
  • Established hybrid working policy and openness to flexible working
  • Generous pension contributions
  • Private medical healthcare
  • Discounted Gym Membership
  • Life, Dental & Travel insurance






Raymond James is an equal opportunities employer and welcomes applications from a diverse background


At Raymond James we honour, value and respect the uniqueness, experiences, and backgrounds of all our Associates. When associates bring their best authentic self to work, our organisation, clients, and communities thrive. This is a key part of our people-first culture. The Company is an equal opportunities employer and makes all employment decisions on the basis of merit and business needs.