Junior Investment Operations Guildford, England
Job description
A growing and dynamic wealth management firm are looking to recruit an Investment Operations role to join our expanding team. This role would be ideal for an individual who is starting out in their career and is looking to get started in an exciting role with loads of learning and development possibilities.
The main responsibilities of an Investment Operations role holder will be to ensure smooth day to day running and client servicing of our client base both on and off our investment platform.
This is a fantastic opportunity for a dynamic, progressive professional to play a pivotal role within a growing UK wealth management business.
This role holder’s main responsibility will be to assist with the smooth running of the platform. To support this, they will be responsible for the following:
- Managing client portal access, including setting up of login details and issuing welcome packs, as well as issuing password resets and providing support to clients with login issues.
- Managing adviser portal access, including the setting up and issuance of login details, as well as password resets and providing support to clients with login issues.
- Collecting and downloading of FTP Files to ensure back-up data is saved on a weekly basis.
- Conducting the initial KYC check and account opening check for all accounts that are being opened on the platform.
- Completing all daily checks and tasks to ensure correct and smooth running of platform and to ensure appropriate information is shared with the correct relationships.
- Inputting of all activities onto the platform with approval to come from Investment Operations.
- Producing and distributing of all requested valuations.
- Processing and managing all cash receipts to the Investment Platform.
- Being first point of contact for any clients/advisers/Trustees and answering any queries where possible and escalating when needed.
- Having the primary responsibility for all closures and withdrawals on the Platform.
- Recurring withdrawals.
- Monthly analytical reporting for the Board.
Requirements:
- Proficient in all Office365 Apps
- Ability to use own initiative for problem solving and decision making
- Strong interpersonal skills
- Strong numerical skills
- Pro-active approach to client service and teamwork
- Strong organisational and time management skills
Job Types: Permanent, Full-time
Salary: £20,000.00-£23,000.00 per year
Benefits:
- Casual dress
- Company pension
- On-site parking
- Work from home
Schedule:
- 8 hour shift
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Experience:
- Fraud Detection: 1 year (preferred)
- Fraud Analyst: 1 year (preferred)
- Anti-Fraud: 1 year (preferred)
Work Location: Hybrid remote in Guildford GU2
