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Operations Officer

City of London Temporary £31,500 - £40,000 per year View Job Description
We are seeking an Operations Officer to join our wealth management client data team. Must have an understanding an exposure to ISA products.
  • Role within the Client Administration team focusing on Wealth Management data.
  • Working for a market leading global wealth manager on an 18 month FTC.

About Our Client

Our client is a Global Wealth Manager in the heart of London's Financial District. Renowned for its commitment to quality and innovation, the firm plays a leading role in the financial services industry.

Job Description

  • Administration of deceased accounts, including the request of probate valuations
  • Administration of account closures, including the calculation and deduction of closing fees
  • Allocating valid W-8 forms to accounts and chasing expired documentation
  • Periodic review of provider signatory lists
  • All types of static data amendments
  • Client and provider payments
  • Initial ISA subscriptions
  • Internal client journals
  • Setting up regular payment / standing orders / income sweeps
  • Deducting ad hoc charges such as custody, financial adviser, management, valuation fees etc.
  • Deal with all client administration & internal/external queries within our agreed service level
  • Screening anti money laundering "AML" documentation for all types of accounts: GIA/ISAs/Pensions/OPBs/Trusts etc.

The Successful Applicant

A successful Operations Officer should have:

  • A degree in Business Administration, Finance, or related fields.
  • Strong knowledge of the financial services industry.
  • Exposure to ISA products
  • Experience of Wealth Management data
  • 2-3 years experience within Financial Services industry

What's on Offer

  • A competitive salary in the range of £35000 - £40000
  • An inclusive and supportive company culture.
  • The opportunity to work in the heart of London's Financial District.
  • Comprehensive training and development opportunities.



Contact
Simon East
Quote job ref
JN-042025-6723945
Phone number
+44 207 645 1419

Job summary

Job function
Banking & Financial Services
Subsector
Operations / Middle Office - Asset Management
Sector
Financial Services
Location
City of London
Contract type
Temporary
Consultant name
Simon East
Consultant phone
+44 207 645 1419
Job reference
JN-042025-6723945