Operations Assistant, Banking

Arbuthnot Latham; Greater London; On-site; GBP 30,000 - 45,000; Full time

Job summary

An established industry player is seeking an Operations Assistant to deliver exceptional service in banking. This role involves providing vital administrative support, ensuring accurate data management, and enhancing client experiences. You'll work closely with banking professionals, contributing to a culture of excellence and client-centric service. If you're passionate about delivering high-quality support and thrive in a dynamic environment, this opportunity is perfect for you. Join a team that values professionalism, teamwork, and continuous improvement.

Benefits

Competitive salary

Pension plan

BUPA Health cover

4x Life Assurance

Discretionary bonus

Market leading maternity/paternity policies

Menopause policies

Qualifications

• Knowledge of banking processes and ICS portal is desired.
• High competency in Microsoft Office and excellent communication skills.

Responsibilities

• Provide administrative support to Private and Commercial Bankers.
• Ensure accurate data input for payments and manage client cash requests.
• Investigate errors and complaints to improve client service.

Skills

Microsoft Office

Excel

Data Entry

Communication Skills

Customer Focus

Attention to Detail

Teamwork

Organizational Skills

Job description

Join to apply for the Operations Assistant, Banking role at Arbuthnot Latham

Join to apply for the Operations Assistant, Banking role at Arbuthnot Latham

Direct message the job poster from Arbuthnot Latham

Talent Acquisition Specialist at Arbuthnot Latham & Co., Ltd

To deliver excellence through a right first-time philosophy, putting our clients at the heart of everything we do.

An integral role in providing first class service to clients encompassing all aspects of a client journey within Arbuthnot Latham. This role provides excellent administrative support to Private and Commercial Bankers.

To place the interests of customers at the centre of all activities, act in a way that is consistent with achieving good outcomes for consumers and to comply with the FCA and PRA's Conduct Rules.

Key Responsibilites

• Accurate input and checking of data for clearing and regular payment items such standing instructions and direct debits
• Banking and processing of cheques
• Processing of refunds and fees
• Responsible for preparing client cash requests and cash management
• Supporting client requests for external cashing facilities
• Errors & Complaints are investigated, root causes found, and action taken to ensure not repeated
• Ensuring all procedures are followed and documented procedures are kept up to date
• Investigating in a timely manner all queries and outstanding reconciliation

People

• Actively help and support colleagues within the immediate team.
• Facilitate training as needed to ensure that all staff are adequately trained to perform their job functions.
• Proactively seek business overviews, cross training, coaching or mentoring that will either enhance your deliverables to the end client and/or your own progression within Arbuthnot Latham

Key Interfaces

• Work closely with Private / Commercial Banking Assistants and Banking Executives.
• Interaction with external 3rd party providers.

Person Specification

Essential knowledge/Experience

• Knowledge of Banking processes desired
• Understanding of the ICS portal and processes

Skills

• High competency of Outlook, Microsoft Office & Excel
• Proven ability to transfer data accurately
• Excellent communication skills both written and verbal with clients, providers and senior management coupled with a high level of confidentiality, diplomacy and discretion
• Team working- it is essential that all staff members have a strong team player focus
• Effective written and oral communication skills. Communication via Phone and E-Mail on a daily basis with internal clients.
• Excellent attention to detail, and able to manage multiple tasks in a regularly changing environment
• High level of professionalism and teamwork.
• High level of confidentiality, diplomacy and discretion.
• Customer Focus
• Highly organised
• Planning and reviewing
• Expert knowledge
• Working Proactively
• Communication skills and confidence

About Us

Life, Work and Benefits

Arbuthnot Latham is committed to equal-opportunities for all staff and candidates. We embrace inclusion & diversity and understand why they are critical for the success of our business and people.

• Competitive salary, pension & holiday allowance
• BUPA Health cover
• 4x Life Assurance
• Discretionary bonus
• Market leading maternity/paternity and menopause policies

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Customer Service

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