Operations Officer

We are seeking an Operations Officer to join our wealth management client data team. Must have an understanding an exposure to ISA products.

Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.

Client Details

Our client is a Global Wealth Manager in the heart of London\’s Financial District. Renowned for its commitment to quality and innovation, the firm plays a leading role in the financial services industry.

Description

Administration of deceased accounts, including the request of probate valuations
Administration of account closures, including the calculation and deduction of closing fees
Allocating valid W-8 forms to accounts and chasing expired documentation
Periodic review of provider signatory lists
All types of static data amendments
Client and provider payments
Initial ISA subscriptions
Internal client journals
Setting up regular payment / standing orders / income sweeps
Deducting ad hoc charges such as custody, financial adviser, management, valuation fees etc.
Deal with all client administration & internal/external queries within our agreed service level
Screening anti money laundering \”AML\” documentation for all types of accounts: GIA/ISAs/Pensions/OPBs/Trusts etc.Profile

A successful Operations Officer should have:

A degree in Business Administration, Finance, or related fields.
Strong knowledge of the financial services industry.
Exposure to ISA products
Experience of Wealth Management data
2-3 years experience within Financial Services industryJob Offer

A competitive salary in the range of £35000 – £40000
An inclusive and supportive company culture.
The opportunity to work in the heart of London\’s Financial District.
Comprehensive training and development opportunities