Operations Assistant

Posted 10 November 2023
Salary £30000 - £40000 per annum
LocationCity of London
Job type Permanent
Discipline Banking Operations
Contact NameWill Goodman

Job description

Operations Assistant

Full Time / Hybrid Role (4 Days in the Office, 1 Day WFH)

Reports to: Operations Manager

Investment manager with a culture dedicated to providing the best possible service within the Investment space. Having also recently set up a Wealth Planning offering to provide pre and post retirement advice, specialising in lifetime allowance planning, tax efficient retirement strategies and estate planning.

Job Summary of Operations Assistant:

Duties include but are not limited to:

  • Ensuring all internal systems are up to date daily
  • Performing daily reconciliations and client performance checks
  • Regular operational tasks including VC tasks
  • Assisting with the client services inbox
  • Assisting with quarterly valuations
  • Supporting Operations Manager, Head of Operations & Operations Team with ad hoc duties
  • Overseeing and providing training to Front of House Assistant
  • Covering for all Front of House duties in the absence of the firm's Front of House Assistant
  • Contribute to a positive and supportive firm culture
  • Attend first aid and fire marshal training
  • Other ad-hoc duties as required


  • Graduate


  • Previous financial services experience is essential - additional training will be provided


  • Accuracy, numeracy, attention to detail
  • Ability to meet deadlines and work within restricted timescales
  • Flexible and reliable team member
  • Collaborative and inclusive approach to work
  • Intermediate knowledge of MS Office Suite (Word/Excel


  • Hybrid working
  • Pension
  • Annual Leave