Operations Executive - London, United Kingdom - Page Personnel Finance

Page Personnel Finance
Page Personnel Finance
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description
New Operations Executive role, working for a financial services business based in the City of London. The Operations Executive will provide strategic operational influence to streamline, digitalise and automate processes.


Client Details
The client is within financial services, more specifically an investment management firm based in the City of London.


Description

  • Overseeing the operational responsibilities for a complex product
  • Preparing allotment schedules, facilitating redemptions and processing adviser fee payments
  • Ownership for the generation of investor tax certificates, liaising with HMRC, members of the Investment team and external printers when required
  • Facilitating payments for monthly bordereaux and liaising with brokers/clients for life insurance claims
  • Administration for deceased investors, ensuring the correct documents are obtained and managing share transfers at the request of Executors of the Estate
  • Database management, ensuring data integrity is maintained across all systems
  • Production of custodian instructions and managing third party reporting requirements
  • Documentation of evolving processes and contributing ideas to gain efficiencies

Profile

  • Proactive with the ability to work in a fast paced and challenging environment
  • Diligent, hardworking and organised
  • Agile and adaptable, able to learn and streamline processes quickly

Job Offer


This is an opportunity to become an Operations Executive in a constantly growing investment manager working amongst a bright, ambitious and passionate team.

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