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Investment Operations Administrator

Oakley Recruitment
Job LocationBromsgrove
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

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. Theorganisation 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 businessSummary 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
  • Update any new changes to model portfolios on provider platforms
  • Cash reporting for low and high cash for a number of providers excluding AFH Direct
  • Processing BED and ISAs on various platforms
  • 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 the company seeks to comply with this FCA requirement
  • Abide by the companys procedures and standards in relation to anti-money laundering, data security and confidentiality and to complete training and assessment as required
  • Support reporting staff in the event of absence and tax year-end
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 Pershings 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 forOakley 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 NInumber will be required, as part of your interview process.

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