Operations Assistant

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.

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