Operations Administrator – ISA Experience preferred

THE COMPANY:

Our client is an expanding wealth management firm, offering a broad range of services across financial planning, investment management through to settlement and custody services.

Please note, this role is based in Harrogate.

THE RESPONSIBILITIES:

• Day to day duties will include data input, maintaining central spreadsheets, and maintain good paperless records for audit purposes.
• Assist with the smooth running of all aspects of the Operations process, as and when required
• Being the subject matter expert on Know Your Customer (KYC) and Due diligence (DD) processes and be able to train internal, and possible external staff, on these processes
• Maintaining up to date knowledge of company procedures and policies and completing compliance training in a timely manner
• Any other duties in line with the level and scope of this role.

EXPERIENCE REQUIRED:

• Strong verbal and written communication
• Inquisitive and a problem-solver with a keen eye for detail
• Proven ability to work within a team and on your own.
• Experience with Microsoft 360 advantageous.
• Client Data or Transfer knowledge preferable but not essential.
• Experience within the financial services sector is advantageous but not necessary.

For further information please contact Eleanor Gowling