D2C Investments Corporate Actions Operational Assistant

D2C Investments Corporate Actions Operational Assistant

Full-Time 26200 - 27530 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage corporate actions and simplify complex information for customers.
  • Company: Join Lloyds Banking Group, a leader in financial services with a focus on inclusivity.
  • Benefits: Enjoy a competitive salary, generous pension, bonus schemes, and flexible working options.
  • Other info: Dynamic work environment with opportunities for growth and learning.
  • Why this job: Be part of a team that makes a real impact in the financial world.
  • Qualifications: Experience in financial services and strong communication skills are essential.

The predicted salary is between 26200 - 27530 £ per year.

This is a full time role based in Leeds.

About this Opportunity

This is a great opportunity to join our D2C Investments Corporate Actions team, where you’ll help manage important company events from initial investigation through to completion. You’ll play a key role in making complex corporate information clear and easy for customers to understand, while supporting customer-facing colleagues as a trusted Corporate Actions subject matter expert. The role is varied, detail-focused and collaborative, working closely with teams such as Stock Settlements, Dealing and Transfers to support good customer outcomes and meet regulatory requirements.

What you’ll be doing:

  • Processing a range of Corporate Action events, such as consolidations, takeovers and liquidations.
  • Reviewing company information, checking key details and turning complex updates into clear customer communications.
  • Completing administrative and technical tasks accurately, within agreed procedures and regulatory requirements.
  • Supporting internal and external customers with professional, helpful written and verbal communication.
  • Working closely with colleagues across different teams to share information and support informed decisions.
  • Using systems and tools to process work at pace while maintaining strong attention to detail.
  • Spotting opportunities to improve processes, procedures and ways of working.

What you’ll need:

  • 1 years’ experience in Financial Services preferably Stock Broking.
  • A positive, customer-focused approach.
  • Good judgement and confidence making decisions that support the right customer outcomes.
  • Clear communication skills, with the ability to write factual information in a structured and easy-to-understand way.
  • Strong attention to detail and a willingness to work with technical information.
  • Confidence using IT systems, software applications and Excel.
  • Basic numeracy skills to support customer queries and processing activity.
  • The ability to work well both independently and as part of a team.
  • A curious mindset and willingness to keep learning.

About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We also offer a wide-ranging benefits package, which includes:

  • A generous pension contribution of up to 15%
  • An annual performance-related bonus
  • Share schemes including free shares
  • Benefits you can adapt to your lifestyle, such as discounted shopping
  • 22 days’ holiday, with bank holidays on top
  • A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch. We’d love to hear from you.

D2C Investments Corporate Actions Operational Assistant employer: Lloyds Bank

At Lloyds Banking Group, we pride ourselves on being an exceptional employer, offering a supportive and inclusive work environment in Fort William. With a strong focus on employee growth through our Skill Progression Framework, we provide ample opportunities for career advancement while ensuring a healthy work-life balance with flexible working options. Our comprehensive benefits package, including generous pension contributions and wellbeing initiatives, reflects our commitment to the well-being of our colleagues, making us a great place to build a meaningful career.

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Contact Details:

Lloyds Bank Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land D2C Investments Corporate Actions Operational Assistant

Tap into Campus Networks

If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.

Get Certified

Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.

Connect on Professional Platforms

Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.

Apply Directly and Be Proactive

Don’t shy away from reaching out directly to firms like Lloyds Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.

We think you need these skills to ace D2C Investments Corporate Actions Operational Assistant

Customer-Focused Approach
Clear Communication Skills
Attention to Detail
Technical Aptitude
IT Systems Proficiency
Excel Skills
Numeracy Skills

Some tips for your application 🫡

Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.

Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Lloyds Bank.

Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.

Research and Reflect:Before hitting that 'apply' button on Lloyds Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!

How to prepare for a job interview at Lloyds Bank

Brush Up on Financial Analysis Skills

Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Lloyds Bank.

Prepare for Case Studies

Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.

Show Your Passion for Finance

Since this is a full-time position, employers at Lloyds Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.

Network with Industry Professionals

Before your interview, reach out to current or former Lloyds Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.