We are partnered exclusively with a growing family office, who provide investment advice against a range of regulated products and services, with the search for an Operations Analyst to join them on what would initially be a 9-12 month Fixed Term Contract, with a likelihood of becoming permanent given the business' expansion plans.
Responsibilities of the Operations Analyst:
* Provide support to the Operations Manager when managing relationships with the firm’s Custodian Banks and Counterparties
* Supporting with client onboarding, being the main point of contact with clients in obtaining all documentation for KYC/AML requirements
* Ensuring responses to client queries are provided in a timely manner, are thorough and logged with internal tracking tools to provide the highest levels of customer satisfaction
* Assume responsibility, alongside the Operations Manager, for the timely delivery of monthly portfolio statements and reports for all clients
* Assisting the Relationship Managers with information needed for client meetings and produce client presentation packs on products and services offered by the business
* Participate in the identification of process improvements, operational cost reductions or new revenue workstreams
Experience required of the Operations Analyst:
* 2-3 years proven experience of working within a smaller operations environment would be preferred
* Excellent communication and interpersonal skills to work with the firm's clients, team members and third parties
* Basic understanding of Financial Products
* Knowledge of KYC/AML client onboarding requirements
* Proficient with all Microsoft Office suite, but specifically within Excel
* Bring a high attention to detail with a committed and enthusiastic approach to administrative tasks
This is a fantastic opportunity to join a firm in a highly exciting stage of growth and have exposure to multiple aspects of the firm's operations. We would be open to speaking to junior KYC/AML professionals seeking a broader role for this.
Given the nature of the role, we can only submit those who are immediately available or on less than one month's notice. Reach out to for more information.
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