Operations Officer (Investments)

Our client within the Investments industry is currently looking for an Operations Officer

Duties include: 

• Dealing with Client and Adviser queries, using a variety of support tools including our own Client Platform and 3rd party Investment Platforms, around clients wanting to access monies from their Structures and Investments  
• Applying strict Due Diligence procedures in dealing with High Net Wealth clients requesting monies  
• Processing and following-up Withdrawal transactions with clients, ensuring monies are transferred efficiently and within the Group’s agreed procedures 
• Raising and Escalating issues with line-management where required  
• Carry out client and investment updates on the main company platform (XPLAN)  
• Liaising with Investment Providers around evolving practices and procedures relating to Client Withdrawals  
• Being part of the company's operations – withdrawals team and provide support and cover for other areas as and when required  
• Contributes to the overall success of the company by performing all other duties and responsibilities as assigned  

Skill-sets and Requirements

• Minimum of 2 years experience Financial Services and Administration
• Working within a Client-Facing payments’ Infrastructure would be considered as an asset
• The ability to manage multiple concurrent activities and to effectively prioritize workloads
• Strong command of English
• Proficient use of MS Office Applications
• Self-motivated, positive attitude, and able to work independently and under pressure

Education & Experience

Diploma in Financial Services or equivalent

Benefits

• Life insurance
• Free parking
• Discounted Gym membership

Job Reference: KN692