At a Glance
- Tasks: Process client cash transactions and provide top-notch customer service.
- Company: Join interactive investor, the UK's leading flat-fee investment platform.
- Benefits: Hybrid work model, competitive salary starting at £27,300, and career development opportunities.
- Other info: Flexible work environment with opportunities for growth and learning.
- Why this job: Be part of a dynamic team making a real difference in customers' financial journeys.
- Qualifications: Strong communication skills and a knack for problem-solving required.
The predicted salary is between 27300 - 30420 £ per year.
Location: Hybrid – Leeds 3 days on site per week, 2 days remote
Salary: From £27,300
Who we are: interactive investor is an award-winning investment platform that puts its customers in control of their financial future. We’ve been helping investors for nearly 30 years. We’re now the UK’s number one flat-fee investment platform, with assets under administration approaching £75 billion and over 450,000 customers.
Purpose of the role: We are recruiting for an Operations Administrator to join our Operations team. This role is responsible for the effective processing of tasks within the Operations department, including Cash, Settlements, Customer Accounts, Pensions, Transfers, Reconciliations and Corporate Actions. Ensuring accurate adherence to the department's policies, procedures and regulatory responsibilities.
Responsibilities will include:
- Providing the highest quality service to our customers and answering queries from the Customer Services department.
- Timely processing of tasks and queries, with a high degree of accuracy.
- Providing outstanding customer service to meet the requirements of both internal and external customers.
- Making customer contact via appropriate mediums to enable straight through processing, where appropriate.
- Adhering to the regulations that apply to the area that you are working in.
- Escalating identified risks and unresolved issues, providing accurate information to support the investigation.
- Ensuring corrective or preventative actions are treated with priority.
- Challenging policy, processes and procedures, recommending improvements to increase efficiency and improve quality.
- Being part of the departmental telephone query team to support all queries and requests from internal customers.
- Working as part of a team, supporting colleagues and promoting a positive work environment & team spirit.
- Maintaining the organisation’s first line of defence by ensuring adherence to business processes and procedures that meet regulatory standards.
- Making informed risk decisions and effectively debating management recommendations.
- Supporting the team with ensuring departmental procedures are up to date.
- Using the Training & Competence scheme to maintain the appropriate knowledge, skills and expertise.
- Providing Management Information, as and when required.
- Providing support as needed, in order to assist in delivering team objectives.
Skills & Experience Required:
- Detailed knowledge of departmental processes and purpose.
- Understanding of internal systems used within the department and their impact on the client journey.
- Ability to use initiative and problem-solving skills to creatively resolve issues.
- Advanced communication skills – ability to build rapport with colleagues, customers and 3rd parties.
- Enthusiasm and willingness to learn new tasks and pass on this knowledge through training, coaching and mentoring.
- Ability to prioritise and manage own workload in accordance with assigned priorities.
- Ability to adapt to a changing regulatory environment.
- Flexibility to move between different tasks at short notice to support business requirements.
- Ability to deal with high volumes of processing work and stay calm under pressure.
- Emotional resilience when handling challenges.
Client Cash Administrator - Processor (Hiring Immediately) in Leeds employer: Interactive Investor
Interactive Investor is an exceptional employer, offering a dynamic hybrid work environment in Leeds that fosters collaboration and innovation. With a strong commitment to employee growth, we provide extensive training opportunities and a supportive culture that values teamwork and customer service excellence. Join us to be part of the UK's leading investment platform, where your contributions directly impact our mission to empower investors and shape their financial futures.
StudySmarter Expert Advice🤫
We think this is how you could land Client Cash Administrator - Processor (Hiring Immediately) in Leeds
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Interactive Investor often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Interactive Investor.
We think you need these skills to ace Client Cash Administrator - Processor (Hiring Immediately) in Leeds
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Interactive Investor and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Interactive Investor. A little light-heartedness can go a long way!
How to prepare for a job interview at Interactive Investor
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
