Operations Executive - 12 Month FTC
Core
Daily processing and general management of Operations functions ensuring compliance, data quality, and service level agreements.
Role type
Operations Executive
Builds
Operational workflows and client service delivery
Domain
Financial Services / Wealth Management
Required skills
Microsoft Office (Word, Excel), data input accuracy, document checking, client enquiry handling, KPI/KRI tracking, problem solving, deadline management
Preferred skills
Financial services operations experience, CISI Investment Operations Certificate
Technologies
Microsoft Office
Responsibilities
Check and process all Operations functions accurately; Respond to telephone, email, and system enquiries; Log and maintain client documents; Report anomalies and collate management information; Ensure fair treatment of clients and high service levels.
Seniority
Entry to Mid-level