- Support client onboarding and account opening
- Arranging internal and external cash movements
- Support quarterly reporting
- Support monthly updates to clients
- Support ISA subscription process
- Support transfer of assets
- Maintaining and updating client records
- Day to day client queries
- Ideally a recent graduate looking for their first role
- Excellent communicator verbally and in written form
- Team player, with a willingness to learn
- Strong attention to detail
- Well presented and professional
- Core office hours Monday to Friday
- 1-day WFH
- 25 Days holiday + bank holiday and Xmas/NY shut down
- Pension 6% Employer
- Death in Service x4 salary
- Private medical, dental, optical
- Regular social events
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Graduate - Central London, United Kingdom - Oriel Partners Limited
Description
A fantastic opportunity has arisen for a recent graduate who is looking for their first job in the financial services sector. This graduate role is working in the operations team at a boutique wealth management firm in Victoria.
Key Graduate Duties
Ideal Candidate
Benefits
If you are a recent graduate and interested in this Operations Analyst role, please apply today