Operations Admin Specialist

Nutmeg Saving and Investment Limited; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

Nutmeg Saving and Investment Limited seeks an Operations Admin Specialist. This role involves providing administrative support within a dynamic operations team, streamlining processes, and ensuring compliance with internal standards. Ideal candidates will possess strong organizational and communication skills and a customer-first mentality, thriving in a fast-paced environment.

Qualifications

• Strong organizational skills to manage multiple workflows.
• Excellent verbal and written communication skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Conduct daily on-boarding AML checks and manage support processes.
• Assist in process management for customer cases and internal tickets.
• Complete end-to-end processes for transactions and compliance tasks.

Skills

Organisational skills

Communication

Numeracy

Resilience

Attention to detail

Process improvement

Customer focus

Tools

Excel

Job description

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Chase is a leading provider of traditional and digital financial services worldwide. Nutmeg is Europe’s leading Digital Wealth Manager who now manage over £5 billion Assets Under Management and have over 230,000 investors worldwide. We operate like a start-up, embedded within a leading global financial institution. We are working together in powerful partnership to ethically disrupt the financial services market in the UK.

As an Operations Admin Specialist within our dynamic Operations team, you will be responsible for providing administrative support in line with set timeframes. You will be proactive in seeking opportunities to improve these processes to promote efficiencies and reduce risks to the business, while retaining a customer focus throughout. This role offers the opportunity to work in a fast-paced environment, where your excellent organizational skills, attention to detail, and innovative approach to process improvement will be highly valued.

Job Responsibilities

• Completes daily on-boarding AML checks and associated processes
• Completes end-to-end change of bank details process
• Assists in deceased cases and associated processes
• Assists in JIRA tickets process, liaising with internal stakeholders and providing regular updates to customers
• Manages Admin inbox and other specialist work queues to ensure timely responses on all cases
• Applies special fees and promotional rates
• Completes of end-to-end LISA withdrawal for house purchase process
• Assists in LISA failure cases ensuring regular chasers and escalation to Compliance team where required, reporting LISA penalty charges to HMRC
• Completes Right to be Forgotten and Subject access request processes
• Sends customer documentation and statements
• Adheres to all internal and industry policies and procedures so consistent and standard practice is achieved, minimising conduct risk

Required qualifications, capabilities, and skills

• Excellent organisational skills, with the ability to manage various workstreams and processes in line with different SLA’s
• Excellent written and verbal communication skills.
• Highly numerate with good excel knowledge
• Resilience and flexibility in a demanding and fast paced environment
• Great attention to detail.
• Innovative approach to process improvement.
• A customer first mentality, with the ability to treat customers fairly and with care and respect in what can sometimes be challenging situations

Preferred qualifications, capabilities, and skills

• Previous experience of working in an operations or administration role
• Working knowledge of processes and procedures involved in the role
• Ability to demonstrate adherence to compliance guidelines and comply with all relevant regulatory requirements