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About the Role
About the role The Investor Operations team are responsible for several aspects of the client life cycle. They will facilitate client data input and updates, the deceased process and the processing of ad-hoc client request/queries.A range of regulatory requirements must be adhered to, as well as identify opportunities to streamline the processes and enhance current technology, in order to effectively manage stakeholder expectations. Essential Job Functions Deceased process including marking the account, processing ISA wrapper removals & send out bereavement packs. Dealing with deceased withdrawal, liquidation and transfer instructions. Training on transfer of assets to beneficiaries Setting up clients including KYC & AML requirements. Updating management information systems. Managing a busy email inbox. Liaising with other departments including accounts, sales/marketing and compliance. Help with streamlining procedures and processes. Quality checking work of colleagues. Assisting with occasional direct mailings. Adhoc system testing (of proposed system enhancements) Working with the data team architect to ensure clean and accurate system data. Document management. Producing and assisting the VCT /EIS certification team. Dealing with post returned to Octopus. Tasking of work items to other departments work flow system Attending other departmental meetings & updating the team. Monitoring/Reporting Compliance with FCA requirements and rules (Client Money, Systems and controls and client assets) Qualifications
Previous experience in Financial Services preferred Knowledge of Microsoft Office products, in particular Excel and Word Strong attention to detail and/or data entry A willingness to take ownership and coordinate between internal/external customers We encourage you to apply even if you don’t tick every box. What’s the worst that can happen? This role will evolve as we grow and develop. So, if you are looking for a challenge in a fast-paced and dynamic business, we can deliver on that. What we offer A competitive salary, bonus, pension and share incentive plan ️ Untracked holiday Hybrid working – most of our people spend 3 days a week in the office Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & more Up to 6 months paid parental leave regardless of gender ️ Life insurance, critical illness cover and income protection Private medical insurance for you and your family Electric vehicle leasing The option to work overseas up to a month per year Our Values At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make. We’recommitted to creating a diverse and inclusive employee experience for all.We promote equal opportunitiesfor growth and developmentregardless of race, gender, religion,sexual orientation, age,disability,or socio-economic background.We believe strongly that teams are at their bestwhen every member of the team feels safe to bring their whole self to work.
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About the role The Investor Operations team are responsible for several aspects of the client life cycle. They will facilitate client data input and updates, the deceased process and the processing of ad-hoc client request/queries.A range of regulatory requirements must be adhered to, as well as identify opportunities to streamline the processes and enhance current technology, in order to effectively manage stakeholder expectations. Essential Job Functions Deceased process including marking the account, processing ISA wrapper removals & send out bereavement packs. Dealing with deceased withdrawal, liquidation and transfer instructions. Training on transfer of assets to beneficiaries Setting up clients including KYC & AML requirements. Updating management information systems. Managing a busy email inbox. Liaising with other departments including accounts, sales/marketing and compliance. Help with streamlining procedures and processes. Quality checking work of colleagues. Assisting with occasional direct mailings. Adhoc system testing (of proposed system enhancements) Working with the data team architect to ensure clean and accurate system data. Document management. Producing and assisting the VCT /EIS certification team. Dealing with post returned to Octopus. Tasking of work items to other departments work flow system Attending other departmental meetings & updating the team. Monitoring/Reporting Compliance with FCA requirements and rules (Client Money, Systems and controls and client assets) Qualifications
Previous experience in Financial Services preferred Knowledge of Microsoft Office products, in particular Excel and Word Strong attention to detail and/or data entry A willingness to take ownership and coordinate between internal/external customers We encourage you to apply even if you don’t tick every box. What’s the worst that can happen? This role will evolve as we grow and develop. So, if you are looking for a challenge in a fast-paced and dynamic business, we can deliver on that. What we offer A competitive salary, bonus, pension and share incentive plan ️ Untracked holiday Hybrid working – most of our people spend 3 days a week in the office Anchor (our wellness hub) which includes Headspace, one to one coaching through Wellness Cloud, Digital GP & more Up to 6 months paid parental leave regardless of gender ️ Life insurance, critical illness cover and income protection Private medical insurance for you and your family Electric vehicle leasing The option to work overseas up to a month per year Our Values At our core, we believe that how a company behaves is just as important as what it does. That’s why we chose to become an accredited B Corp (the equivalent of a Fairtrade coffee stamp but for companies) and to change our Articles of Association so that the interests all our stakeholders – employees, customers, communities, environment and shareholders – are considered in every decision we make. We’recommitted to creating a diverse and inclusive employee experience for all.We promote equal opportunitiesfor growth and developmentregardless of race, gender, religion,sexual orientation, age,disability,or socio-economic background.We believe strongly that teams are at their bestwhen every member of the team feels safe to bring their whole self to work.
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