Operations Assistant - Leeds, United Kingdom - Bridge of Hope

Bridge of Hope

Verified Company

Leeds, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

Job Title:
Operations Assistant - Client Post

Duration: 6 months

Location:
Leeds

Salary:
£30-£32k pa

Our client was created to help more people across the UK benefit from financial advice. They have the advantage of solid foundations and a strong heritage. But they take a fresh, transparent and personal approach to financial planning.

Working Monday to Friday, with a shift pattern of either 8am-4pm, 9am to 5pm or 10am to 6pm, this role is fully office based in Leeds.

You will be required to process incoming and outgoing client documents received via mail services, with additional requirements for coordinating mail and packages for onward distribution.

The role and daily duties

Accountable for opening, organising, scanning and uploading client documents utilising Internal hardware and IT systems
Takes duty for processing each client document with the appropriate naming convention and uploading to the correct client file accordingly
Processes post in a timely and effective way to ensure the business performance service level agreements are met and exceeded
Carry out procedural/administration tasks as applicable and speak with our Internal customers
Performs standard administrative data processing tasks including the management of shared mailboxes
Takes duty for selfdevelopment, actively seeking feedback and replying accordingly
Manages own performance to agreed goals and objectives

Skills:

Microsoft office suite including Word, Excel, Teams etc
Use of Sharepoint
Strong attention to detail
Organised and methodical approach to work
Background of working in a financial environment
Knowledge of Wealth Management industry would be an advantage

Pontoon is an employment consultancy. We put expertise, energy, and passion into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, and more. We do this by showcasing their talents and skills in a wide-ranging environment that helps them thrive.