Operations Assistant - London, United Kingdom - JDC Professional Recruitment

    JDC Professional Recruitment
    JDC Professional Recruitment London, United Kingdom

    2 weeks ago

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    Description

    Operations Assistant

    City of London (Fenchurch Street)

    Monday to Friday office-based

    Salary £30k + monthly bonus upon completion of probation (approx. 10% of salary)

    Position and Responsibilities

    The position will involve assisting the management team with operational duties; Training will be provided.


    • Management information reporting on various aspects of the business


    • Gathering data from investment providers on client accounts


    • Tracking the weekly KPI target results


    • Assisting with the (acquisition) project rollouts, including importing data in the CRM, creating mail merges for client letters and creating report templates.


    • Liaising with investment providers on pension switch applications


    • Sending client letters adhoc


    • Updating regulatory business registers

    Experience & Skills

    PLEASE DO NOT APPLY IF YOU DO NOT HAVE FINANCIAL SERVICES EXPERIENCE.


    • Minimum two years of pensions experience (desirable but not essential)


    • Strong attention to detail


    • Must be proficient in MS Office (Word, Excel, PowerPoint, etc.) with the ability to use Excel formulas (i.e. VLookup)


    • Excellent communication skills (spoken and written), including customer service


    • Experience with CRM systems and strong technology skills


    • Self-motivated, a self-starter and hard-working


    • Adaptable and receptive to feedback


    • Enthusiasm to grow with business in an ambitious company


    • Good financial and mathematical literacy

    Qualifications

    A financial services qualification is desirable but optional.

    Requirements


    • Excellent communication and interpersonal skills


    • understanding of pensions (not essential)


    • Eagerness to get involved with other tasks where necessary

    The Company

    You'll work as part of the Client Services Team. It's a friendly, fun team where you will be encouraged to learn, grow and develop your knowledge, skills, and qualifications.

    Based in London City, the Tower of London and Fenchurch tube lines are only a 3-- to 4-minute walk from the office.

    This is an independent financial services company with circa 25 staff that offers a combination of clever technologies, market-leading products, and straightforward personal advice. Their services cover financial planning, wealth management, and Listed Bond ISAs.

    How to Apply

    Please hit the Apply button.

    PLEASE DO NOT APPLY IF YOU DO NOT HAVE FINANCIAL SERVICES EXPERIENCE.