Operations Administrator – ISA Experience preferred
West Yorkshire, Yorkshire and the Humber, United Kingdom
Posted 1 day ago
This advertiser has chosen not to accept applicants from your region.
Full Job Description
THE COMPANY:
Our client is an expanding wealth management firm, offering a broad range of services across financial planning, investment management, settlement, and custody services.
Please note, this role is based in Harrogate.
THE RESPONSIBILITIES:
* Perform data input, maintain central spreadsheets, and keep good paperless records for audit purposes.
* Assist with the smooth running of all aspects of the Operations process, as required.
* Be the subject matter expert on Know Your Customer (KYC) and Due Diligence (DD) processes and train internal and possibly external staff on these processes.
* Maintain up-to-date knowledge of company procedures and policies, and complete compliance training in a timely manner.
* Perform any other duties aligned with the level and scope of this role.
EXPERIENCE REQUIRED:
* Inquisitive, detail-oriented problem-solver.
* Proven ability to work independently and within a team.
* Experience with Microsoft 365 is advantageous.
* Knowledge of Client Data or Transfers is preferable but not essential.
* Experience in the financial services sector is advantageous but not necessary.
For further information, please contact Eleanor Gowling.
#J-18808-Ljbffr