Operations Administrator - Wealth Management

Company : Confidential

Job Description - Operations Administrator - Wealth Management

Meraki is working with a Wealth Management firm who are looking for an experienced Operations Administrator to support their Intermediaries business.

The successful candidate will have proven experience within Investment, Asset Management, Private Wealth or Banking, supporting Front Office Operations from an administrative perspective.

Operations Administrator Responsibilities:

Run the monthly rebalancing process
Ensure the Intermediaries Office team provide good client outcomes, delivering against expectations and keeping stakeholders updated
Monitor all inboxes and manage correspondence
Regular engagement and stakeholder management with Business Partners to identify and deliver programmes of work including updates such as monthly management meeting packs
Ensure the Intermediaries Business receives timely Management Information and updates for internal and external reporting
Represent the Intermediaries Business in various Business governance meetings and business forums, as and when required

Essential Skills/Knowledge:

At least 1-2 years’ experience within a similar Operations role within Financial Services
Front Office Operations knowledge
Strong verbal and written communication skills
Numerate and able to produce management information

Next Steps
For a private and confidential discussion regarding this excellent permanent opportunity, please don’t hesitate to contact Jodie White, available on or please call me on .

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Operations Administrator - Wealth Management

Job Description - Operations Administrator - Wealth Management

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