Operations Administrator

Reed Banking
London (Central)
11 Jan 2018
16 Feb 2018
Contract Type
Full Time
My client is one of the fastest-growing wealth management businesses in the UK and they’re looking for an experienced Operations Administrator to join their team for a 5 months contract with the potential to go permanent!

As an Operations Administrator you will be responsible for all aspects of client administration duties such as:

Document screening; account opening, account closures, deceased accounts, technical queries (both internal and external) and ad hoc project work.
Dealing with all Client On-Boarding internal and external queries within our agreed SLA
Screening AML /account applications & associated documents across all types of accounts (including GIA/ISAs/Pensions/OPBs/Trusts etc.)
Continuous monitoring and maintenance of pending accounts
Periodic review of provider signatory lists
Process and check static data amendments
Initial ISA subscriptions
Ongoing ISA subscriptions
Monitor work levels to ensure accounts are opened and static data changes are within agreed SLA timelines
Support your Team Leader on client initiatives
Keep team leader informed of any issues which could result in SLA timelines not being met
Train less experienced team members or new starters

It is essential that you have the following experience and knowledge before you apply:

Knowledge of Nominees/Dividends/Corporate Actions
Knowledge of ISA, SIPP & OPB accounts
Knowledge of taxation and banking procedures
Excellent knowledge of Microsoft packages, especially Word & Excel
It is vital that you have a strong background in Wealth Management or Investment Banking

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