Investment Operations Administrator - Hybrid (2 days in Cheltenham per week)

at  Attivo Group

ESSENTIAL SKILLS AND EXPERIENCE

• At least 1 year of customer service experience within Financial Services
• Minimum 5 GCSEs graded A-B (6), or equivalent, including Maths and English or have the experience to demonstrate the ability to work at this level
• Strong responsibility and ownership to ensure our customer requests are met in full
• Prioritising and managing workload throughout the day.
• Excellent verbal and written communication skills and ability to influence stakeholders
• The ability to put yourself in the client’s shoes, suggesting ways to improve our overall client experience
• Good teamwork and recognizing opportunities to build key relationships within the organisation
• Good attention to detail
• Resilience in challenging situations

DESIRABLE SKILLS AND EXPERIENCE

• Demonstratable experience of working with or for platforms, pension providers or custodians
• Knowledge of Microsoft and customer technology solutions
• Educated to degree level
• Knowledge of or willingness to learn about financial platforms, tax wrappers, investment products and distribution channels
• Experience working within a team and allocating workloads.

ABOUT THE ROLE:

As an Investment Operations Administrator, you will be providing efficient and effective dedicated administration support for the Investment Operations department. Working as part of a team, you will ensure the day-to-day ongoing needs of clients and financial planners are carried out to the highest standard and delivered within agreed SLAs.
You will liaise with our technology providers and external parties to maintain smooth operations and to ensure all transactions are compliant and timely. Your administrative support will contribute to the success of the Attivo Proposition and associated projects.
You will manage the onboarding and offboarding of clients, support with MIFID statements, and continuously review and improve workflows and processes. You will liaise with Attivo’s client-facing teams to ensure the best outcomes for clients and keep financial planners updated throughout the business processing stages.
You will have exceptional attention to detail, strong communication skills, and the ability to manage multiple tasks whilst working as part of a team.
As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our Cheltenham office a minimum of 2 days per week, with the option to work remotely the remaining days. We value work life balance and offer flexible working alongside our hybrid approach.

KEY RESPONSIBILITIES INCLUDE:

• To provide administrative support for the Investment Operations Team.
• Facilitate client instructions and updating client details.
• Maintain AIP and keep Financial Planners updated throughout the processing of business in accordance with Service Level Agreements
• Updating client details for Investment Operations Team
• The Onboarding and Offboarding of clients including updating CRM, informing providers.
• Continuously review own and team’s workflows and processes and offer support to other colleagues where appropriate
• In coordination with other members of the team, ensure that all housekeeping is maintained up to date to enable the smooth and efficient running of the department.
• Liaise with all Attivo client facing team to ensure best client outcomes.