Operations Support Coordinator

myGwork - LGBTQ+ Business Community; Cardiff; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in the LGBTQ+ business community is seeking an Operations Support Coordinator in Cardiff. This entry-level role involves providing administrative and operational support to Wealth Management senior managers, ensuring smooth workflow and effective communication. Candidates should possess strong IT skills, particularly in Microsoft Office and Salesforce, along with excellent prioritization and coordination abilities. Join a diverse team committed to inclusivity and professional development.

Qualifications

• Ability to work independently and as part of a team.
• Strong IT skills, particularly in Microsoft Office.
• Excellent written and verbal communication skills.

Responsibilities

• Coordinate and prepare digital meeting packs.
• Support Business Partners with Salesforce records.
• Manage relationships with key stakeholders.

Skills

Prioritisation

Coordination

Communication

IT Capability

Tools

Microsoft Office

Salesforce

Power BI

Job description

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Join to apply for the Operations Support Coordinator role at myGwork - LGBTQ+ Business Community

This job is with St. James's Place, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

The Role

To provide professional administrative and operational support to a team of Wealth Management (WM) senior managers. To assist and support them in prioritising delivery of targets and manage workflows via planning and operational structure to achieve their objectives.

What You'll Be Doing

• Coordinate and prepare digital meeting packs including sourcing and formatting MI when required
• Support Business Partners with Salesforce records to ensure Partner Interactions are recorded and up to date
• Extract data from platforms such as power BI and Salesforce to provide progress updates to managers
• Where applicable support Location Partnership events such as workshops and peer groups, carry out associated tasks to ensure relevant preparation takes place including obtaining information from subject matter experts.
• Support facilitating local community events in both the buildup and on the day to ensure the events run smoothly, ranging from registration to a point of contact on the day for attendees to resolve an queries
• Manage and maintain relationships with key stakeholders across the business to support building knowledge to assist the management team and the Partnership with day-to-day queries.
• Develop an awareness of the WM business plan to ensure activity is aligned to delivery against our strategic priorities
• Reprioritise workload to ensure that all urgent work is actioned in a timely manner.
• Be involved and contribute at team meetings. Take minutes if required and ensure actions are followed up on.
• Provide holiday cover for other team members where necessary.
• Proactively offer support to the national operations team during quieter periods
• Where required, provide reception cover ensuring switchboard is operating within office opening times and guests are greeted professionally and signed in within our security procedures.
• Ensure any facilities issues are raised and monitored as reported.
• Develop and review processes and ways of working to improve efficiency and adapt to business needs
• Where required, support the wider Partnership Operations with the delivery of projects
  
  

Nature And Scope Of Impact

• The impact of this role is wide ranging and impacts from day-to-day interactions with the specialism and location together with managers, hub teams and third-party providers.
  
  

Who We're Looking For

Job Functional Knowledge:

• Strong prioritisation and co-ordination skills
• Strong IT capability in Microsoft Office: Word, Excel & PowerPoint, etc with the ability to be able to assist and utilise MI data to provide relevant reports
• Excellent written and verbal communication skills, appropriate to all levels.
• A varied and comprehensive knowledge of how all the different roles operate within the Division.
• Willingness to make own decisions on prioritising workload and taking responsibility for own tasks
• Responsibility for maintaining the image of the SJP brand.
  
  

Business Expertise

• Ability to build strong relationships with others by delivering on promises, and by dealing effectively and courteously with queries.
• Prioritisation of workload to ensure all work is completed to timeframes effectively.
• Ability to work independently and use own initiative as well as being able to work as part of the team, supporting team members where required.
• Approach works positively with a can-do attitude and take ownership of self
• Act as an advocate promoting the culture of St. James's Place.
  
  

Essential Criteria

• You must be able to work in the Cardiff office 5 days a week.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Project Management and Information Technology

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