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Operations Assistant - London, United Kingdom - JDC

JDC

Verified Company

London, United Kingdom

1 month ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Operations Assistant

City of London (Fenchurch Street)

Monday to Friday office-based

Salary £30k + monthly bonus upon completion of probation (approx. 10% of salary)

Position and Responsibilities
The position will involve assisting the management team with operational duties; Training will be provided.

Management information reporting on various aspects of the business
Gathering data from investment providers on client accounts
Tracking the weekly KPI target results
Assisting with the (acquisition) project rollouts, including importing data in the CRM, creating mail merges for client letters and creating report templates.
Sending client letters adhoc
Updating regulatory business registers

Experience & Skills

Minimum two years of pensions experience (desirable but not essential)
Strong attention to detail
Must be proficient in MS Office (Word, Excel, PowerPoint, etc.) with the ability to use Excel formulas (i.e. VLookup)
Excellent communication skills (spoken and written), including customer service
Experience with CRM systems and strong technology skills
Selfmotivated, a selfstarter and hardworking
Adaptable and receptive to feedback
Enthusiasm to grow with business in an ambitious company
Good financial and mathematical literacy

Qualifications
A financial services qualification is desirable but not essential

Requirements:

Excellent communication and interpersonal skills

- understanding of pensions (not essential)

Eagerness to get involved with other tasks where necessary

The Company
You'll work as part of the Client Services Team.

It's a friendly, fun team where you will be encouraged to learn, grow and develop your knowledge, skills, and qualifications.

Based in London City, the Tower of London and Fenchurch tube lines are only a 3 to 4-minute walk from the office.

This is an independent financial services company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice.

Their services cover financial planning, wealth management, and Listed Bond ISAs.

How to Apply
Please call Jon D'Costa at or , or look me up on LinkedIn and message me there.

I appreciate your CV may not be up to date, so don't let that hold you back; you can hit the
Apply button and send me whatever you have.

Everyone will get a response.

Salary:
£28,000.00-£30,000.00 per year

Benefits: