Operations Administrator - Fareham, United Kingdom - Kent Recruitment Bureau

Kent Recruitment Bureau
Kent Recruitment Bureau
Verified Company
Fareham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
Fareham | Hybrid | £27k - £32k

Permanent | Full-time | OpsAdmin-Fareham


Responsibilities:


  • To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
  • Responsible for managing daily client cash withdrawals and internal cash movements.
  • Managing client deposits, collecting initial fees, and investing cash
  • Providing ad hoc client/quarterly valuations, annual tax reports
  • Processing mandate changes, instructing direct debit contributions
  • Processing instructions to maintain inhouse funds, and external platforms when required.
  • Potentially getting involved in some project work to further improve our systems and processes.
  • Positively contribute to the team morale and energy, be a great team player

Experience and Qualifications:


  • Knowledge of investment products ISAs, GIA's & wrapped products.
  • Experience of using CRM systems
  • Be a good team player
  • Experience of challenging the status quo in respect of processes
  • A strong passion for delivering excellent customer service
  • A selfstarter, who owns own development journey
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