Our Client Operations team plays a crucial role to the running of the business, taking responsibility for the first-class service delivery in onboarding, data management, regulatory reporting, screening, periodic reviews and risk management to our clients and our administration teams and in doing so, ensuring our client facing administration teams can deliver a premium service to our clients.

We are expanding the team and in this new role you will provide administrative support to the client operations team, with a focus on supporting the payments process, and gaining exposure to a range of operational areas, giving you a great base on which to grow a career in the industry. You will be given training and guidance to help you ensure that all tasks are carried out efficiently and effectively, in accordance with the Family Office Services procedures at all times.

Key Result Areas

Inputting of all payments efficiently, accurately and on time.

Excellent levels of service to internal and external clients, in line with standards, procedures and guidelines.

Take responsibility for own personal development, in line with agreed performance objectives and development plans.

Key Responsibilities

The list below details the tasks that your role is likely to include. It is not exhaustive and may be amended from time to time:

Banking and Data

Inputting of payments for the client facing teams.

Complete account opening forms for new bank accounts.

Provide support to the client teams with any other payment related administration.

Assist in relation to updates to the list of authorised signatories and communicating changes to the relevant banks.

Assist with updates and input of information into the client database including updates to client information, banking

information, statutory registers etc.

Daily input of time on timesheet.

Prioritising and organising day to day workloads.

Dealing with day-to-day queries in a timely manner.

Assist in meeting team objectives and meet agreed service levels.

Update of team schedules/reports.

Update any team specific spreadsheets/information.

Attend and constructively contribute to team meetings.

Supporting the team with general administration such as scanning, photocopying, post and filing,

Arrange incoming and outgoing couriers and all financial administration in relation to this.

Participate in projects and initiatives when required.

Qualifications

A good academic background to include GCSEs or equivalent in English Language and Mathematics Grade C (Level

Knowledge and Experience

Working knowledge of Microsoft Office with strong Excel skills.

Some office experience would be an advantage.

Skills and Qualities

Good communication skills with excellent written and verbal English.

Drive and a desire to learn and develop.

Highly accurate with good attention to detail.

Good organisation skills with and the ability