Our Financial Services client, one of the leading independent wealth management companies in the UK, is looking for an Operations Administrator (Onboarding and Maintenance, Transfers or Corporate Actions) to be based in their Newcastle office. This is an office-based Fixed Term contract until end-December 2024

 

As an Operations Administrator, you will process client information, updates and financial movements within client accounts. The team is responsible for end-to-end processing.

 

THE SUCCESSFUL APPLICANT 

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  We are looking for experienced Operations Administrators, ideally with experience in Financial Services / Operations (Transfers, Onboarding & Maintenance and Corporate Actions experience would be beneficial). 
  


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  Qualifications - Strong GCSE / A-Levels
  


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  Strong numeracy skills
  


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  Strong Microsoft Office skills
  


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  Critical thinking and problem-solving skills
  


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  Excellent attention to detail
  


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  The ability to cope in high-pressure environments
  


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  Previous administration experience would be advantageous
  


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  Experience working within a high-pressure environment would be advantageous.
  

JOB DESCRIPTION

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  Escalate any issues as appropriate to management in a timely manner
  


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  Take ownership for your personal and professional development
  


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  Carry out all administrative duties in line with company procedures
  


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  Identify continuous improvements in working practices
  


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  Provide an excellent client service, delivering against expectations and keeping all stakeholders updated
  


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  Support delivery of projects where appropriate
  


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  Understand the team goals and the relationship to wider company processes
  


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  Contribute to a positive working environment, demonstrating the company values at all times
  


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  Maintain client confidentiality at all times
  


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  Provide support to other team members as required and carry out other relevant duties as required from time to time
  

 

REMUNERATION PACKAGE ON OFFER

 

Competitive Salary 

 

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