Job title: Operations Administrator
Location: 8-12 York Gate, 100 Marylebone Road, London, NW1 5DX (Hybrid)
Job type: Full time / Permanent / Employment
Start date:ASAP
Salary:TBD (negotiable dependent upon experience)
An excellent opportunity for an enthusiastic and hardworking individual to join a growing financial services firm.
The role will require the candidate to provide support to our Operations team in London.
Skills & Requirements:
- Hard working;
- Ability to work independently and as part of a team;
- Impeccable attention to detail;
- Excellent time management skills;
- Capability to prioritize tasks in order to meet deadlines;
- Good knowledge of MS Office applications (Excel and Word);
- Strong communication skills;
- Educated to A Level standard;
- No experience required, but preferrable
The Role:
This role will involve supporting the Operations Team with a variety of business tasks and processes including but not limited to:
- Portfolio Transfers;
- Settlements;
- Cash Processing;
- General investment services administration;
- Corporate Actions;
- Dividends;
- ISA Returns; and
- Such other activities that are commensurate with the employee’s status as the employee’s line manager or the Board of the Company may reasonably require.
Application process:
Please complete the multiple-choice questionnaire and upload your CV.
This advert will remain open until the vacancy has been filled, we encourage you to apply early to avoid disappointment. Shortlisted candidates may be invited to answer few questions via video recording before the final interview stage.
Please Note:
The existing working arrangements allow employees to work from home up to 2 days per week, in principle the employee needs to be ready for a fulltime return to office, if required.
Candidates must be based and eligible to work in the UK by the start of their employment.
About Credo & the Anchor Group
Credo is an independent wealth management business that has been in existence since 1998 with offices in the United Kingdom and South Africa. Credo provides clients with personal service in relation to their offshore wealth, focusses on long-term success and builds relationships based on trust. Credo is proud of its independence and ability to create successful partnerships by doing business in a way that best suits its clients.
Anchor is an entrepreneurial wealth and asset management firm that emphasizes adaptability in a changing market. They provide a broad range of investment solutions to individuals and institutions. Their offerings include wealth management, investment management, and bespoke solutions tailored to individual client needs. Anchor recently announced a merger with Credo, which will create a combined entity enhancing their global investment capabilities.
