پست شده در: خدمات اداری و پشتیبانی در نیوکسل آپن تین | آخرین بروزرسانی: |
Job description
Our client are an award-winning group of financial services and technology companies, working with close to 20% of UK financial advisers and their clients. By combining their Investment Management expertise with advanced Wealth Platform technology, they offer financial solutions built for the future and that of their clients.
Our client offers a great flexible working from home policy and career progression.
Salary package is up to £29,795 inclusive of a monthly bonus.
About the Role
This is a full-time permanent position processing and operations administration. The role will require both remote and office-based working.
* Processing client and adviser requests within SLA including payments out, Internal transfers and investment strategies.
* Understanding system task failures and manually processing these
* Maintenance of internal records
* Proactively promote the use of agreed procedures / training notes throughout the team.
* Training new colleagues and colleagues requiring additional training.
* Quality Checking and authorising other team members’ work
* Dealing with queries and help resolve complaints cases generated within the team.
* Take ownership of problems / issues and see through to the end doing whatever research is deemed necessary
* Liaising with other teams within TPI and the wider business to maintain standards
* Participate in daily/weekly/Monthly meetings