Operations Executive - London, United Kingdom - Page Personnel Finance

Page Personnel Finance

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

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.