Job Description Our client who are based iN Chelmsford are looking for a permanent part-time Operations Executive to work in their Operations department. This role will be working 4 days per week (32 hours)
As the Operations Executive you will be involved in producing annual review information, arranging client transactions and supporting responsibilities within in the Operations department. Full training will be provided and the opportunity for sponsored financial services relevant exams.
You will be responsible for:
Annual Review Packs
Supporting the Advisers by providing them with up-to-date client information for Annual Reviews
Writing up adviser recommendations, submitting fund switches
Client Transactions
Creating Illustrations
Money Laundering checks and producing ML Certificates (MLC)
Produce Transaction Confirmation letters
Dealing with associated Client queries
Calling clients to book appointments / adding to diary
Other general administrative duties – eg writing letters
Essential Skills required:
You will take pride in your work, with an excellent eye for detail and the ability to work using your own initiative and manage various tasks to ensure they are completed within the agreed timescales. You will be numerate, with clear written and spoken language skills and able to write client-facing material...