Job Title: Operations Administrator
Location: Harrogate – Hybrid
Hours: Full Time
Salary: Up to £27,000
We are seeking a well-organized Operations Administrator to join a National business in their Harrogate office. The ideal candidate will be a confident communicator and have the ability to work independently or as part of a team.
Responsibilities
1. Setting up new client accounts and issuing documentation
2. Assisting with fund transfers and ensuring the records are accurate
3. Reporting any fund anomalies to the relevant department
4. Producing fund reports for clients and third parties
5. Following strict company policies and procedures including regular training
6. Assisting other departments as and when needed
Skills
1. Experience within Wealth Management, not essential but desired
2. Excellent administration and database management skills
3. Strong communication skills
4. High attention to detail
5. IT skills including Excel
Benefits
1. Salary between £25,000 - £27,000, depending on experience
2. Discretionary bonus scheme
3. Free parking
4. 25 days holiday, plus bank holidays
5. 2 volunteering days per year
6. Private Medical Insurance & Life Insurance Scheme
7. Company Pension Scheme
8. Modern office with onsite parking
Ref: 22728
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