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Investments Operations Coordinator
2 months ago
About the Role
This is an exciting opportunity to bring your strong back-office administration skills to a top-tier investments company. As an Investments Operations Coordinator, you will play a crucial role in supporting the smooth operation of our investment solutions business.
Key Responsibilities
- Process new business applications and manage additional investments to ensure timely and accurate processing.
- Execute investment switches and withdrawals, as well as handle investment bond changes, to maintain the integrity of our clients' portfolios.
- Update client information and implement product feature changes to ensure our clients receive the best possible service.
- Respond to client inquiries and provide timely and effective solutions to their queries.
Ideal Candidate Profile
We are seeking a results-driven individual with a commitment to task completion, who is detail-oriented and able to identify and correct errors. The ideal candidate will be dedicated to providing timely and effective solutions, highly organized with exceptional time management skills, and flexible and adaptable to changing circumstances.
What We Offer
Our client values the unique qualities each team member brings and is committed to maintaining a safe and positive workplace for all employees. As a member of our team, you will have the opportunity to work with a respected firm known for its warm, supportive, and growth-oriented workplace culture.
