Operations Administrator – ISA Experience preferred

Whatsoninleeds; Harrogate, West Yorkshire, Teignbridge; On-site; GBP 25,000 - 35,000; Full time

Job summary

An expanding wealth management firm seeks an Operations Administrator to support various operational processes. This role involves maintaining data accuracy, training staff on compliance procedures, and ensuring smooth operations. The ideal candidate is detail-oriented and a problem-solver, with a knack for data management. Join a forward-thinking company where your contributions will enhance operational efficiency and compliance. If you are ready to make an impact in a dynamic environment, this opportunity is perfect for you.

Qualifications

• Experience in the financial services sector is advantageous but not necessary.
• Knowledge of Client Data or Transfers is preferable but not essential.

Responsibilities

• Perform data input and maintain central spreadsheets for audit purposes.
• Be the subject matter expert on KYC and DD processes.

Skills

Detail-oriented problem-solving

Data management

KYC processes

Microsoft 365

Tools

Microsoft 365

Job description

Operations Administrator – ISA Experience preferred

West Yorkshire, Yorkshire and the Humber, United Kingdom

Posted 1 day ago

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Full Job Description

THE COMPANY:

Our client is an expanding wealth management firm, offering a broad range of services across financial planning, investment management, settlement, and custody services.

Please note, this role is based in Harrogate.

THE RESPONSIBILITIES:

• Perform data input, maintain central spreadsheets, and keep good paperless records for audit purposes.
• Assist with the smooth running of all aspects of the Operations process, as required.
• Be the subject matter expert on Know Your Customer (KYC) and Due Diligence (DD) processes and train internal and possibly external staff on these processes.
• Maintain up-to-date knowledge of company procedures and policies, and complete compliance training in a timely manner.
• Perform any other duties aligned with the level and scope of this role.

EXPERIENCE REQUIRED:

• Inquisitive, detail-oriented problem-solver.
• Proven ability to work independently and within a team.
• Experience with Microsoft 365 is advantageous.
• Knowledge of Client Data or Transfers is preferable but not essential.
• Experience in the financial services sector is advantageous but not necessary.

For further information, please contact Eleanor Gowling.