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Brandon James
City of London, London
A dynamic, modern Quantity Surveying Consultancy in Central London is looking to add an energetic Operations Assistant to their growing team. The Operations Assistant Role The new Operations Assistant will join a thriving team at an incredibly exciting time for the company, having just undergone a significant period of growth. You will play a vi
Job Source: Brandon JamesRemedy Education
Lambeth, London
Role: Admin Assistant Location: Lambeth, South London Contract: Part Time (Monday - Friday) Hours: 15 Hours per week (Must complete hours on Wednesday ) Rate: £120 p/d Start: ASAP At Remedy we are looking for a passionate and enthusiastic Admin Assistant to work at a superbly rated Primary School in South West London. The successful Admin Ass
Job Source: Remedy EducationDunbar Education
Islington, London
Administration Assistant Vacancy in Islington Position: Administration Assistant Salary Grade: SC 4/5 In Line With Experience Actual Salary: £27,143.09 - £30,183.83 Hours: Negotiable between 8am and 6pm (Full time 35 hours) Start Date: September We are seeking an Administration Assistant with a high level of IT knowledge and experience to join ou
Job Source: Dunbar EducationInvest Solutions Limited
Waltham Forest, Greater London
Administrative Assistant JD Full-Time, Permanent Salary from £ 19000 - £ 25000 a year based on experience Day shift 40-hours working week Must have 4 - 5 years of experience as an admin Verity Group of Companies Job Purpose To support the Company Executives by providing efficient administrative and reception support to the whole company on a
Job Source: Invest Solutions LimitedTeacherActive
Mitcham
Do you have great knowledge of SEND? Do you have great communication skill ? Do you have a passion for safeguarding children? TeacherActive is proud to be working with a SEND Provisions based in South London. The school provides a positive standard of support for 11 to 18 year olds who have ASD and communication difficulties. They have a strong
Job Source: TeacherActiveTeacherActive
London
Job title: SEN Admin Assistant Location: South West London Salary: £(Apply online only) per day (depending on experience) TeacherActive are working with a fantastic specialist school based in South West London to support their recruitment in finding a SEN Admin Assistant. The successful candidate will have experience working in a school; whether
Job Source: TeacherActiveAdecco
Acton, London
Accounts Administrator £27-28k salary Based - Acton, London W3 Mon - Fri 9am - 5.30pm Immediate start MS Dynamics experience preferred Role: To provide 1st Class Admin Support to the Accounts Teams Duties: Emailing customer statements on a monthly basis. Working as a team with the Accounts Assistant to ensure accurate statements are emaile
Job Source: AdeccoAdecco
Wandsworth, London
Job Opportunity: Admin and Visiting Assistant Industry: Public Sector Location: Wandsworth, SW17 0TW Contract Type: Temporary ⌛ Contract Length: 3 months Hourly Rate: £16.24 PAYE Are you a customer service-oriented individual with a knack for administrative tasks? Do you excel in providing exceptional support and assistance? If so, we have an
Job Source: AdeccoLondon
Job DescriptionWho we are? Raymond James is a wealth management firm focused on providing trusted advice and tailored, personalised investment services. We believe if we do what’s right for clients, we’ll help them achieve success while also realising our own. Our parent company, Raymond James Financial, has been doing the same in the US for over six decades.Who we are looking for? As an Operations Client Assistant you will be responsible for supporting a variety of administration duties including document screening, account opening, deceased account processing, general queries (both internal and external) and ad hoc project work.Responsibilities Client On-Boarding:Screening anti money laundering “AML” documentation for all types of accounts: GIA/ISAs/Pensions/OPBs/Trusts etc.Validating documents such as cheques and W-8’sAccount openingContinuous monitoring of pending accountsDealing with all Client On-Boarding internal and external queries within our agreed service levelClient Administration:Administration of deceased accounts, including the request of probate valuationsAdministration of account closures, including the calculation and deduction of closing feesAllocating valid W-8 forms to accounts and chasing expired documentationPeriodic review of provider signatory listsAll types of static data amendmentsClient and provider paymentsInitial ISA subscriptionsInternal client journalsSetting up regular payment / standing orders / income sweepsDeducting ad hoc charges such as custody, financial adviser, management, valuation fees etc.Deal with all client administration & internal/external queries within our agreed service levelBuild and maintain a working knowledge of the Raymond James operating environmentGeneral:Ensure that accurate controls and records are maintainedHelp maintain robust departmental procedure manualsMonitor work levels & the group mailbox to ensure all items are processed within agreed service standardsKeep abreast of regulatory and industry developments through reading and attendance at relevant seminarsAssist with the transition of new officesRequirementsSpecialist/Technical Knowledge: Basic understanding of retail financial services, investment management or stockbroking operations Working knowledge of Microsoft packages, especially Word & Excel Qualities/Attributes: Ensure our Service 1st culture is adhered to and maintained at all times Desire to be involved with all aspects of the business taking a hands-on approach Ability to expand and grow with the business Able to work effectively, both independently and as part of a team Demonstrates a positive attitude reflected in day to day conduct Uses initiative and applies knowledge acquired to problem solving Ability to work under pressure and to deadlines Quality orientated. Pays attention to detail Good interpersonal and communication skills (verbal and written) Sound organisational and time management skills with the ability to multi-task Benefits 25-days of annual leave + bank holidays + holiday increases each year, to a max of 30Established hybrid working policy and openness to flexible workingGenerous pension contributionsPrivate medical healthcareDiscounted Gym Membership Life, Dental & Travel insuranceRaymond James is an equal opportunities employer and welcomes applications from a diverse background At Raymond James we honour, value and respect the uniqueness, experiences, and backgrounds of all our Associates. When associates bring their best authentic self to work, our organisation, clients, and communities thrive. This is a key part of our people-first culture. The Company is an equal opportunities employer and makes all employment decisions on the basis of merit and business needs.
Email Alert for Operations Assistant (Client Admin) jobs in London
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