We are looking for a high-caliber Operations Administrator to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Why Saltus?
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.
Role and Responsibilities
We are recruiting for an experienced administrator, who can demonstrate a background of providing high quality administration and customer service within the financial service industry. This candidate should be able to effectively work in a fast paced, high-pressure environment, proactively managing own time and prioritizing work according to service level agreements.
The role will report to Platform Operations Manager, and the key areas of responsibility are but not limited to:
* To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
* Process instructions received via our internal systems and by email, with great attention to detail and at pace.
* Daily cash and stock reconciliations.
* Managing security static data and setting up new securities.
* Responsible for processing daily client cash withdrawals and internal cash movements.
* Managing client deposits, collecting initial fees, and investing cash.
* Providing ad hoc client/quarterly valuations, annual tax reports.
* This candidate should have good problem-solving skills and understands when to escalate issues further. Takes accountability in ensuring problems are seen through to completion.
* Potentially getting involved in some project work to further improve our systems and processes.
* Positively contribute to the team morale and energy, be a great team player.
Essential Attributes
The successful candidate will be delivery orientated and a well-organized individual. IOC or CII qualifications are preferrable but not a necessity.
* Knowledge of investment products ISAs, GIA’s & wrapped products.
* Experience in securities and static data maintenance is beneficial.
* Experience of using CRM systems.
* Be a good team player.
* Experience of challenging the status quo in respect of processes.
* A self-starter, who owns own development journey.
Where will I be working?
We are looking for someone for our Whiteley office, and offer hybrid working, currently 2 days in the office, with the remainder at home. We’re incredibly flexible about when and how you work.
What benefits do I get when working for Saltus?
The salary is £28,000 – £32,000 depending on experience, alongside 25 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform.
If you think you’d like to come and join us, then please do get in touch… we’d love to hear from you!
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