Investment Operations Administrator
- Recruiter
- Confidential
- Location
- Bromsgrove
- Salary
- Competitive
- Posted
- 29 Jul 2022
- Closes
- 26 Aug 2022
- Sectors
- Admin, Secretarial & PA
- Contract Type
- Permanent
- Hours
- Full Time
Oakley Recruitment is working in partnership with an expanding, well-established, dynamic organisation based in Bromsgrove. This is an excellent opportunity to join a thriving fast-paced environment as an Investment Operations Administrator. The organisation offers a competitive salary and benefits package along with hybrid working. Whilst experience can be a bonus, we are also looking for those of you who have a hunger for learning and wish to grow with us as a business
Summary
You would be dealing with general client maintenance as well as cash position monitoring for client accounts.
Duties & Responsibilities
Ensure client requests are correctly processed and completed within the agreed SLA
Help with processing deceased accounts and death claims
Respond to telephone and medium-risk inbox queries, escalating where necessary
Develop new methods of carrying out existing tasks in order to increase efficiency
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
Monitor and maintain accurate diary management and record-keeping processes
Skills and experience
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
Knowledge of TCF Principles and GDPR and how they apply to the individual role
Package and benefits
Monday - Friday
25 days holiday, with option to buy and sell
Contributory pension scheme
Discounts on products and services
Death in service benefit at 4x annual salary
Employee referral bonus scheme
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the employment agencies act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process
Summary
You would be dealing with general client maintenance as well as cash position monitoring for client accounts.
Duties & Responsibilities
Ensure client requests are correctly processed and completed within the agreed SLA
Help with processing deceased accounts and death claims
Respond to telephone and medium-risk inbox queries, escalating where necessary
Develop new methods of carrying out existing tasks in order to increase efficiency
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
Monitor and maintain accurate diary management and record-keeping processes
Skills and experience
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
Knowledge of TCF Principles and GDPR and how they apply to the individual role
Package and benefits
Monday - Friday
25 days holiday, with option to buy and sell
Contributory pension scheme
Discounts on products and services
Death in service benefit at 4x annual salary
Employee referral bonus scheme
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the employment agencies act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process