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Operations Administrator

Support the implementation of KYC and Due Diligence training programs for staff
Harrogate, North Yorkshire, United Kingdom
Entry Level
yesterday
Titan Wealth Holdings Limited

Titan Wealth Holdings Limited

A financial services firm specializing in wealth management and investment solutions for individual and institutional clients.

3 Similar Jobs at Titan Wealth Holdings Limited

Operations Administrator

Within the Operations team based in Harrogate that will support with operational administration. This is a 6-month FTC.

Job Responsibilities

Day to day duties will include:

  • Data input, maintaining central spreadsheets, and maintain good paperless records for audit purposes.
  • Assist with the smooth running of all aspects of the Operations process, as and when required.
  • Being the subject matter expert on Know Your Customer (KYC) and Due diligence (DD) processes and be able to train internal, and possible external staff, on these processes.
  • Maintaining up to date knowledge of company procedures and policies and completing compliance training in a timely manner.
  • Any other duties in line with the level and scope of this role.

Job Requirements

  • Must have gained GCSE Grade 4 or above in English & Maths and a Further Education qualification e.g. A-levels (or equivalent) in any subjects.
  • Must be proficient in Excel.
  • Strong verbal and written communication
  • Inquisitive and a problem-solver with a keen eye for detail
  • Proven ability to work within a team and on your own.
  • Experience with Microsoft 360 advantageous.
  • Previous experience within the financial services sector is advantageous but not necessary.

Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:

  • Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
  • Commitment – we are a team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
  • Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.

Terms:

  • Competitive salary
  • Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
  • 25 days Annual Leave + public holidays
  • Buy and sell holidays up to 5 days
  • A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
  • Hybrid working
  • Further education and training support
  • Discretionary performance related bonus
  • Confidential Employee Assistance Programme
  • 2 days per year for voluntary work
  • And lots of flexible benefits to choose from!

The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

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Operations Administrator
Harrogate, North Yorkshire, United Kingdom
Operations
About Titan Wealth Holdings Limited
A financial services firm specializing in wealth management and investment solutions for individual and institutional clients.