Monday to Friday 9.00am to 5.30pm with 1 hour for lunch
We are representing a dynamic, market leading organisation that is going through an exciting period of growth. The business creates bespoke, cloud-based technology solutions to support Financial Services firms. This unique combination of wrap platform, discretionary and investment management allows its clients to deliver a high-class service to their clients.
Key Activities & Responsibilities:
• Understanding and completing multiple processes across operations administration
• Contribute and feedback in team meetings
• Cross-trained for multiple functions/Administration processes to support multiple areas of the business
• Gain and maintain a good understanding of Platforms within the Financial Services market
• Follow procedures and instructions in order to ensure good client outcomes
• Source answers and think logically to find solutions
• Review data to ensure accuracy
• Picking up exceptions and make corrections where applicable to ensure timely and accurate completion of activity.
Required Skills/Experience:
• 5 GCSE’s including maths and English language
• 2 A Levels or equivalent
• Willing to learn
• Accurate with good attention to detail
• Ability to work as part of a team and autonomously
• Excellent communication skills both written and oral
Desirable Skills/Experience:
• Financial Services industry experience
• Confident user of Microsoft Word and Microsoft Excel
Personal characteristics:
• Self-starter, willing to learn
• Ability to prioritise work
• Confidence to ask questions and suggest process improvements
• Embraces change positively
• Able to work efficiently and accurately in a fast paced environment
Operations Associate
Monday to Friday 9.00am to 5.30pm with 1 hour for lunch
We are representing a dynamic, market leading organisation that is going through an exciting period of growth. The business creates bespoke, cloud-based technology solutions to support Financial Services firms. This unique combination of wrap platform, discretionary and investment management allows its clients to deliver a high-class service to their clients.
Key Activities & Responsibilities:
• Understanding and completing multiple processes across operations administration
• Contribute and feedback in team meetings
• Cross-trained for multiple functions/Administration processes to support multiple areas of the business
• Gain and maintain a good understanding of Platforms within the Financial Services market
• Follow procedures and instructions in order to ensure good client outcomes
• Source answers and think logically to find solutions
• Review data to ensure accuracy
• Picking up exceptions and make corrections where applicable to ensure timely and accurate completion of activity.
Required Skills/Experience:
• 5 GCSE’s including maths and English language
• 2 A Levels or equivalent
• Willing to learn
• Accurate with good attention to detail
• Ability to work as part of a team and autonomously
• Excellent communication skills both written and oral
Desirable Skills/Experience:
• Financial Services industry experience
• Confident user of Microsoft Word and Microsoft Excel
Personal characteristics:
• Self-starter, willing to learn
• Ability to prioritise work
• Confidence to ask questions and suggest process improvements
• Embraces change positively
• Able to work efficiently and accurately in a fast paced environment