Operations Administrator (Wealth Management)
Are you an organised and detail-oriented administrator looking to start a career in wealth management?
Our client, a growing international wealth management platform, is looking for an Operations Executive to join their Bath based team on a full-time 6-month contract.
What You’ll Do:
* Process and prioritise daily tasks while maintaining high service levels and quality
* Be the first point of contact for customers, advisers, and third parties across multiple channels
* Identify client solutions and collaborate with colleagues to improve processes and customer experience
* Contribute to team meetings by sharing insights and feedback to enhance operational efficiency
* Ensure compliance with regulations by swiftly escalating incidents and supporting root cause analysis
* Complete mandatory training on risk, data security, GDPR, and CASS rules
What We’re Looking For:
* At least 6 months of administrative experience
* Strong attention to detail and excellent data processing skills
* Confident communication, interpersonal, and telephone skills
* Ability to work independently and as part of a team to meet goals
* Proactive, self-motivated, and eager to learn
If this sounds like you, please apply today.
Seniority level
Entry level
Employment type
Full-time
Job function
Administrative
Industries
Financial Services and Investment Management
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