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