Our client is a well established and award-winning financial planning advice, technology and solutionscompany. They are currently seeking an Operations Associateto join their funding and displacement team. The Operations Associatewill be responsible for completing multiple processes across the retail Investment Platform from; managing queries, updating personal details ensuring information is correct and up to date, proactively manage communications.
Responsibilities for the Operations Associate
Understand and complete multiple processes across operations administration
Follow procedures and instructions in order to ensure good client outcomes
Review data to ensure accuracy and picking up exceptions and make corrections where applicable to ensure timely and accurate completion of activity
Key Skills & Experience for the Operations Associate
Financial Services industry experience (Ideally Pensions/Investments)
Confident user of Microsoft Word and Microsoft Excel
Strong written and spoken communication skills
Full UK Driving License
Please apply as directed!