Operations Administrator – Existing Business

Job Description

Duties include:
Ensure service levels are maintained by processing the oldest items of post as a priority each day. If work items are going to go outside of service level this should be escalated to the team leader
Ensure that all anti-money laundering and third party payment guidelines are adhered to
Ensure that all work items allocated are processed each day and that you provide a work position at close of play each day
Ensure that all change of address requests for clients are processed accurately
Ensure that all change of broker requests are processed accurately and ensuring that any adviser charge remunerations is transferred if instructed
Ensure that all Trust, Trust amendment, standard assignment and fund adviser appointment requests are processed
Ensure that records for personal objectives set are updated on a monthly basis and are brought to each 1-1