Associate Central Operations

Posted 2 October by Nelson Scott Featured
Job Purpose:

Provide centralised support to local offices for a variety of tasks and, in turn, deliver a professional, compliant, effective and efficient telephone and administration based service to internal and external clients.

Key Responsibilities:
  • Provide an excellent telephone-based service to internal and external clients and third parties.

  • Maintain core systems ensuring all tasks are completed in line with company policy and procedures.

  • Process Custody and Dealing requests from clients either written or over the phone.

  • Deal with all Online Valuation Service requests and queries in a timely, compliant manner meeting agreed performance standards.

  • Complete project related activities or general tasks as instructed by the Central Operations Manager (COP) and follow through to completion dealing with any queries that arise from these activities.

  • Process all deceased related activities through to completion, being a subject matter expert on this.

  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards.

  • Contact and liaise with relevant product providers/third parties to obtain accurate policy information for valuation production.

  • Develop and maintain effective relationships with clients, colleagues and third parties.

  • Complete client mailings raising any issues that may occur.

  • Assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as required.

  • Be aware and act upon any compliance, risk and quality issues.

  • Provide recommendations/improvement ideas to increase operational efficiencies within the team.

Skills and Qualifications:
  • 2-5 years of operational experience within the financial services industry

  • Excellent standard of education with a desire to further development and to undertake relevant examinations

  • Minimum of Certificate in Financial Administration (CF1) or equivalent

  • Proficient IT skills in core Microsoft Office systems

  • Organisation and prioritisation skills being able to work independently and within a team

  • Excellent verbal and written communication skills with an eye for detail

  • Professional telephone manner

Required skills

  • Communication Skills
  • Financial Services
  • Microsoft Office
  • Phone Manner
  • Administration

Application question

•2-5 years of operational experience within the financial services industry?

Reference: 33442646

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