Are you an organised and detail-oriented administrator looking to start a career in wealth management?
Our client, a growing international wealth management platform, is looking for an Operations Executive to join their Bath based team on a full-time 6-month contract.
What You’ll Do:
- Process and prioritise daily tasks while maintaining high service levels and quality
- Be the first point of contact for customers, advisers, and third parties across multiple channels
- Identify client solutions and collaborate with colleagues to improve processes and customer experience
- Contribute to team meetings by sharing insights and feedback to enhance operational efficiency
- Ensure compliance with regulations by swiftly escalating incidents and supporting root cause analysis
- Complete mandatory training on risk, data security, GDPR, and CASS rules
Your Skills:
- At least 6 months of administrative experience
- Strong attention to detail and excellent data processing skills
- Confident communication, interpersonal, and telephone skills
- Ability to work independently and as part of a team to meet goals
- Proactive, self-motivated, and eager to learn
If this sounds like you, please apply today.