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

Qualifications:

• Graduate

Experience:

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

Attributes/Skills:

• 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

Benefits

• Hybrid working
• Pension
• Annual Leave