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Nutmeg Operations Admin Specialist

TN United Kingdom

London

On-site

GBP 25,000 - 40,000

Full time

21 days ago

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Job summary

Join a forward-thinking company as an Ops Admin Specialist, where you will play a crucial role in supporting operations within a dynamic financial environment. This position offers the chance to enhance processes and collaborate with stakeholders, ensuring compliance and timely responses to customer needs. With a focus on customer-centric solutions, you will contribute to improving operational efficiency while managing various administrative tasks. If you thrive in a fast-paced setting and are passionate about making a difference in customer service, this is the perfect opportunity for you to shine.

Qualifications

  • Excellent organizational skills to manage various workstreams and processes.
  • Strong written and verbal communication skills.

Responsibilities

  • Complete daily on-boarding AML checks and manage bank details process.
  • Assist in handling deceased cases and ensure timely customer responses.

Skills

Organizational Skills
Communication Skills
Numeracy
Attention to Detail
Process Improvement
Customer Service

Tools

Excel
JIRA

Job description

Nutmeg Operations Admin Specialist, London
Location:

London, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

872b53029686

Job Description:

Join Nutmeg, Europe's leading Digital Wealth Manager, as we ethically disrupt the UK financial services market. With over £5 billion in Assets Under Management and 230,000+ global investors, we operate with the agility of a start-up within a leading financial institution. As part of the Morgan family, we complement Chase’s digital bank in the UK, focusing on customer-centric investments and digital wealth management. Be part of a team that empowers customers to maximize their money through innovative solutions and dedicated support.

As an Ops Admin Specialist in the Operations team, you will provide essential administrative support, ensuring tasks are completed within set timeframes and compliance frameworks. You will collaborate to manage processes, assist in complex cases, and ensure timely customer responses. This role offers the opportunity to contribute to process improvements and work closely with internal stakeholders.

Job Responsibilities

  • Complete daily on-boarding AML checks and associated processes.
  • Manage the end-to-end change of bank details process.
  • Assist in handling deceased cases and associated processes.
  • Process JIRA tickets, liaising with stakeholders and providing customer updates.
  • Manage an admin-related inbox and work queues for timely case responses.
  • Apply special fees and promotional rates.
  • Complete the end-to-end LISA withdrawal for house purchase process.
  • Assist in LISA failure cases, escalating to Compliance when necessary.
  • Report LISA penalty charges to HMRC.
  • Send customer documentation and statements.
  • Handle ad-hoc requests from Compliance and Operations teams.
  • Adhere to internal and industry policies to ensure consistent practices.

Required Qualifications, Capabilities, and Skills

  • Excellent organizational skills to manage various workstreams and processes.
  • Strong written and verbal communication skills.
  • Highly numerate with proficiency in Excel.
  • Resilience and flexibility in a demanding environment.
  • Great attention to detail.
  • Innovative approach to process improvement.
  • Customer-first mentality, treating customers fairly and with respect.

Preferred Qualifications, Capabilities, and Skills

  • Previous experience in an operations or administration role.
  • Working knowledge of relevant processes and procedures.
  • Ability to adhere to compliance guidelines and regulatory requirements.
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