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For Companies At a Glance
- Tasks: Manage client accounts, handle queries, and ensure compliance with financial regulations.
- Company: Join a leading Global Wealth Manager in London's Financial District, known for quality and innovation.
- Benefits: Enjoy a competitive salary, inclusive culture, and comprehensive training opportunities.
- Why this job: Be part of a dynamic team making an impact in the financial services industry.
- Qualifications: Degree in Business Administration or Finance; 2-3 years in Financial Services; knowledge of ISA products.
- Other info: Work in a vibrant city environment with opportunities for personal and professional growth.
We are seeking an Operations Officer to join our wealth management client data team. Must have an understanding and exposure to ISA products.
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 industry
Job 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.
Operations Officer employer: CV-Library
Contact Detail:
CV-Library Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Officer
✨Tip Number 1
Familiarise yourself with ISA products and their regulations. Understanding the nuances of these accounts will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who can provide insights or even refer you to opportunities at our company.
✨Tip Number 3
Brush up on your knowledge of anti-money laundering (AML) practices. Being well-versed in AML documentation and compliance will set you apart as a candidate who understands the importance of regulatory requirements.
✨Tip Number 4
Prepare for situational interview questions related to client administration and data management. Think of examples from your past experience that showcase your problem-solving skills and attention to detail, which are crucial for this role.
We think you need these skills to ace Operations Officer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in the financial services industry, particularly any exposure to ISA products. Use specific examples that demonstrate your skills in client administration and data management.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your understanding of the role and how your background aligns with the responsibilities listed in the job description. Mention your degree and any relevant experience in wealth management.
Highlight Relevant Skills: In your application, emphasise skills such as attention to detail, problem-solving, and your ability to handle client queries efficiently. These are crucial for the Operations Officer role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at CV-Library
✨Know Your ISA Products
Make sure you have a solid understanding of ISA products, as this role requires specific knowledge in that area. Brush up on the different types of ISAs and their benefits, as well as any recent changes in regulations.
✨Demonstrate Financial Services Knowledge
Showcase your understanding of the financial services industry during the interview. Be prepared to discuss trends, challenges, and innovations in wealth management, as this will demonstrate your commitment and expertise.
✨Prepare for Client Administration Scenarios
Think about potential client administration scenarios you might face in this role. Prepare examples from your past experience where you've successfully handled similar tasks, such as account closures or managing documentation.
✨Ask Insightful Questions
Prepare thoughtful questions to ask the interviewer about the company culture, team dynamics, and expectations for the Operations Officer role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
