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

at  Attivo Group

ESSENTIAL SKILLS AND EXPERIENCE

• At least 2 years investment operations 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 customers shoes, suggesting ways to improve our overall customer 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 in leading a team and allocating workloads.

ABOUT THE ROLE:

As a Senior 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.
Acting as first point of contact for financial planners and their support staff, you will handle all investment operation queries. You will also liaise with the custodian and providers for Attivo’s Investment Operations to ensure both compliant and timely resolutions to any queries.
As the role requires collaborative working as part of a busy team, the successful candidate will need to be based at our London 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:

• Facilitate client instructions for the Investment Operations Team
• 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, adding, or removing fees
• 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.
• Support with MIFID statements as required