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- Tasks: Join our team as an Operations Assistant, supporting daily admin tasks and client services.
- Company: Be part of a reputable financial services business with over 30 years of experience.
- Benefits: Enjoy a competitive salary up to £30,000 and a supportive team environment.
- Why this job: This role offers growth opportunities in a fast-paced, inclusive culture focused on client success.
- Qualifications: We're looking for detail-oriented individuals with strong communication and organisational skills.
- Other info: Full training provided; perfect for those eager to learn and grow in finance.
The predicted salary is between 18000 - 24000 £ per year.
My client is an established, reputable, customer-centric Financial Services business, specialising in the provision of finance to businesses across the UK. The business has been around for over 30 years with a small team and an inclusive and supportive culture. They are now looking for a detailed-orientated and proactive Operations Assistant to join their team based near Knutsford. You will support their growing operations team and you will play a key role in ensuring smooth day-to-day administrative processes and delivering exceptional service to their clients and partners. This is a fast-paced role working to deadlines so requires good verbal and written communication, numeracy and organisation skills. Full training will be provided but we are looking for someone with either direct relevant skills or transferrable skills.
Responsibilities:
- Provide administrative support to the operations and sales teams.
- Assist with the management of inbound and outbound correspondence including emails, post, and telephone calls.
- Prepare and process documentation for client finance applications and partner agreements.
- Maintain accurate records and update CRM systems in line with GDPR and internal procedures.
- Assist with the review, development and mapping of business processes.
- Assist with onboarding new clients and partners, ensuring documentation is complete and compliant.
- Coordinate diaries, book meetings, and prepare agendas or presentations when required.
- Support compliance and regulatory checks, including KYC and AML documentation reviews.
- Assist in producing reports and monitoring the progress of client applications.
- Carry out general office duties including filing, photocopying, and ordering supplies.
Key Skills/Behaviours:
- Strong written and verbal communication skills.
- Excellent attention to detail and high level of accuracy.
- Competent in Microsoft Office applications (Word, Excel, Outlook).
- Able to prioritise tasks and work effectively under pressure.
- Professional telephone manner and customer service approach.
- Be hard working, proactive and enthusiastic.
- Proactive, organised with a willingness to learn.
- Reliable, punctual, and consistent.
- Approachable and team-oriented.
- Strong work ethic and positive attitude.
In return, you will be rewarded with a fantastic salary of up to £30,000 dependent on experience and will be working with a great supportive, experienced team. If you are interested then please click apply below and attach your CV to this job listing. Due to the high number of applicants, we are unable to respond to each applicant individually.
To keep up to date with our latest vacancies, please follow Fintellect Recruitment on LinkedIn.
Operations Assistant employer: Fintellect Recruitment
Contact Detail:
Fintellect Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Operations Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on customer-centric operations. Understanding the nuances of finance and how it impacts businesses will help you stand out during discussions.
✨Tip Number 2
Brush up on your organisational skills by practising time management techniques. Since this role involves managing multiple tasks under tight deadlines, demonstrating your ability to prioritise effectively can make a strong impression.
✨Tip Number 3
Enhance your communication skills by engaging in conversations or mock interviews. Being articulate and confident in both verbal and written communication is crucial for this position, so practice makes perfect!
✨Tip Number 4
Get comfortable with Microsoft Office applications, particularly Excel and Word. Familiarity with these tools will not only help you in the application process but also prepare you for the day-to-day tasks you'll encounter in the role.
We think you need these skills to ace Operations Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Operations Assistant role. Emphasise your attention to detail, communication skills, and any administrative experience you have.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work for this financial services business and how your skills can contribute to their operations team.
Highlight Transferable Skills: If you lack direct experience in finance or operations, focus on transferable skills from previous roles. Discuss your organisational abilities, customer service experience, and proficiency in Microsoft Office applications.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Operations Assistant position.
How to prepare for a job interview at Fintellect Recruitment
✨Showcase Your Communication Skills
Since strong written and verbal communication skills are crucial for the Operations Assistant role, be prepared to demonstrate these during your interview. Practice articulating your thoughts clearly and concisely, and consider sharing examples of how you've effectively communicated in previous roles.
✨Highlight Attention to Detail
This position requires excellent attention to detail. Bring examples of past work where your meticulousness made a difference, such as error-free documentation or successful project management. This will show that you understand the importance of accuracy in administrative tasks.
✨Demonstrate Organisational Skills
The ability to prioritise tasks and work under pressure is key for this fast-paced role. Prepare to discuss how you manage your time and organise your workload. You might want to share specific tools or methods you use to stay organised, like to-do lists or digital calendars.
✨Express Your Willingness to Learn
As the company provides full training, showing enthusiasm for learning new skills can set you apart. Be ready to discuss how you've approached learning in the past and express your eagerness to grow within the role and contribute to the team.
