Operations Assistant and Ybs Cashier - Gillingham, United Kingdom - Future Financial Wealth LLP t/a Future Wealth Management

Description

Job Description - Operations Assistant and YBS Cashier

Employer:
Future Wealth Management


Job title:
Operations Assistant and YBS Cashier


Reports to:
Practice Development Manager


Direct reports:
None


Main location:
Synergie House, Newbury, Gillingham, Dorset SP8 4QJ


Contract tenure:
Permanent


Role purpose
:
To provide administrative support to the Operations Team to assist with the day to day running of the business.

• Assist in the smooth running of the Building Society Agency and to provide clients with excellent customer service

Employment *Pensions Scheme


Benefits:

• Private Medical Insurance (after probationary period)
• 4 times salary Life cover (after probationary period)
• 25 days holiday plus bank holidays
• Staff and Family events
• Funding for professional qualifications
• Career progression
• Senior partner practice of SJP
• Backing of FTSE100 company

Key duties and
Answer the telephone in a polite and courteous manner and direct enquiries responsibilities: appropriately

• Premises Management
• Completing and reconciling client transfers
• Assisting with Partner and adviser renumeration reconciliation
• Scan company post on to the backoffice system
• Act as a point of contact in the office for operations queries and support the dayto

- day business operations within the Practice

• Working on own initiative to support to the operations team as required
• Ensure office stationery and equipment is of sufficient quality, quantity and up to date
• Assist in producing utilities and rent invoice for tenants
• Manage petty cash
• Attend and contribute to regular meetings when required
• Maintain technical competence at an appropriate level to meet the requirements of the role
• Operational project work as required
• Maintain a good working relationship with colleagues, clients and third parties.
• Yorkshire Building Society cashier: carry out start and end of day procedures, open and close accounts, action account amendments, offer outstanding excellent customer service

Job Description - Operations Assistant and YBS Cashier

Specific authorities:
Key holder for office

Special Occasional travel to other locations

requirements:

Person
Knowledge and experience:

specification:

• Previous experience in an office support role, ideally in financial services or related sector
• Knowledge of relevant regulation and legislation (desirable)
• Experience of client management systems such as Salesforce (desirable).

• GCSE (or equivalent)

• Maths and English level 4 or above (essential)

Skills and behaviours:

• Excellent facetoface and telephone client interaction skills and ability to build rapport swiftly
• Excellent written communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Good organisation skills
• Strong attention to detail
• Manages time effectively with the ability to multitask
• Keeps calm when faced with conflicting demands and handles these effectively
• Always demonstrates a positive attitude
• Works well on own tasks as well as on shared goals as part of a team
• Open to change with a creative approach to problem solving.

Required
Quality Focus:
Takes personal responsibility for the quality and timeliness of work

Competencies:
and achieves results with mínimal supervision. Stays focused on tasks despite distractions and interruptions.

• Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables.
• Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
• Developing Self and Others: Demonstrates an ongoing commitment to learning and selfimprovement.
• Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
• Planning and Organising: Manages own time, priorities, and resources to achieve goals.
• Client Care: Builds and maintains a firstclass experience for the client through the products and services offered by the business

Last updated: 06th February 2023

• This role profile sets out the scope and main duties of the post at the date on which it was drawn up. Such details may vary from time to time without changing the general character of the post or the level of responsibility entailed. Such variations are a common occurrence and cannot of themselves justify a reconsideration of the level or remuneration of the post. All employees of the practice are expected to be flexible in undertaking the duties and responsibilities _

- attached to their role and may be asked to perform other duties which correspond to the general character of their role and their level of responsibility. _


Job Types:
Full-time, Permanent


Salary:
£20,000.00-£25,000.00 per year


Benefits:

• Company events
• Company pension
• Private medical insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• C