Location: | Godalming |
Salary: | £25,000 - £30,000 |
Type: | Permanent |
Sector: | Admin & Office Support |
This is a great role for an Operations Assistant to work for a professional services company. If you are eager to work for a growing and interesting company who offer excellent progression and support in study, this is a great role for you. As Operations Assistant you will be supporting the Compliance Manager and Director.
Benefits
- Life cover of 4x salary
- Private health care
- Pension contributions 5%
- 25 days holiday (3 to be taken over Christmas) + bank holidays
- Personal development with some financial help.
Responsibilities:
- Assist the CM with creating, updating and maintaining the policies, procedures and guidance notes issued to all employees.
- Assist DPM staff with anti-money laundering, FATCA, CRS and other technical queries and to understand the documentation of SIPP and SSAS entities.
- Assist the CM with ad hoc projects such as capital adequacy, non-standard assets, LEI registrations etc.
- Assist the CM with quarterly training which is compulsory for all staff and keep records and results spreadsheet up to date.
- Provide support and research to the CM for training presentations on subjects such as TCF, data protection and AML.
- Assist the CD with the collation and analysis of MI (management information), including attending MI meetings and investment committee meetings
- Assist the CD with the monitoring of pension investments with ongoing liaison with 3rd party providers.
- Understand how to use Excel, Microsoft Word, Power-point and other software including internal software such as DDMS and DORS.
- Maintain records and logs on compliance areas such as SPSs, pension administration exams, complaints, data breaches, document versions, qualifications, KPIs etc.
- Take responsibility for typing up the agenda and minutes of meetings when requested.
Requirements
- Discreet and confidential
- Able to prioritise work and complete tasks in an accurate, structured and timely fashion.
- To be able to communicate information in a polite and clear way providing achievable deadlines to complete tasks.
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Would you like to discuss this job further?
Speak to our recruitment advisors: 01483 414719
Speak to our recruitment advisors: 01483 414719