Job Summary
A growing and dynamic wealth management firm are looking to recruit a Platform & Investment Operations Administrator role to join our team. This role would be ideal for an individual who is starting out in their career and is looking to get started in an exciting role with loads of learning and development possibilities.
Duties:
This role holder's main responsibility will be to assist with the smooth running of operations. To support this, they will be responsible for the following:
· Managing client portal access, including setting up of login details and issuing welcome packs, as well as issuing password resets and providing support to clients with login issues.
· Managing adviser portal access, including the setting up and issuance of login details, as well as password resets and providing support to clients with login issues.
· Collecting and downloading of FTP Files to ensure back-up data is saved on a weekly basis.
· Conducting account opening check for all accounts that are being opened on the platform.
· Completing all daily checks and tasks to ensure correct and smooth running of platform and to ensure appropriate information is shared with the correct relationships.
· Inputting of all activities onto the platform with approval to come from Investment Operations.
· Producing and distributing of all requested valuations.
· Processing and managing all cash receipts to the Investment Platform.
· Being first point of contact for any clients/advisers/Trustees and answering any queries where possible and escalating when needed.
· Having the primary responsibility for all closures and withdrawals on the Platform.
· Recurring withdrawals.
· Updating assets on various platforms.
· Dealing with corporate actions.
· Monthly analytical reporting for the Board.
Requirements:
· Proficient in all Office365 Apps
· Ability to use own initiative for problem solving and decision making
· Strong interpersonal skills
· Strong numerical skills
· Pro-active approach to client service and teamwork
· Strong organisational and time management skills
Job Type: Full-time
Pay: £25,000.00-£40,000.00 per year
Benefits:
* Company pension
* On-site parking
Ability to commute/relocate:
* Surrey GU2 8XG: reliably commute or plan to relocate before starting work (required)
Experience:
* Staff training: 1 year (preferred)
Work authorisation:
* United Kingdom (required)
Work Location: Hybrid remote in Surrey GU2 8XG