Operations Admin Specialist

Job description

Job Description

Chase is a leading provider of traditional and digital financial services worldwide. Nutmeg is Europe's leading Digital Wealth Manager who now manage over £5 billion Assets Under Management and have over 230,000 investors worldwide. We operate like a start-up, embedded within a leading global financial institution. We are working together in powerful partnership to ethically disrupt the financial services market in the UK.

As an Operations Admin Specialist within our dynamic Operations team, you will be responsible for providing administrative support in line with set timeframes. You will be proactive in seeking opportunities to improve these processes to promote efficiencies and reduce risks to the business, while retaining a customer focus throughout. This role offers the opportunity to work in a fast-paced environment, where your excellent organizational skills, attention to detail, and innovative approach to process improvement will be highly valued.

Job Responsibilities

• Completes daily on-boarding AML checks and associated processes
• Completes end-to-end change of bank details process
• Assists in deceased cases and associated processes
• Assists in JIRA tickets process, liaising with internal stakeholders and providing regular updates to customers
• Manages Admin inbox and other specialist work queues to ensure timely responses on all cases
• Applies special fees and promotional rates
• Completes of end-to-end LISA withdrawal for house purchase process
• Assists in LISA failure cases ensuring regular chasers and escalation to Compliance team where required, reporting LISA penalty charges to HMRC
• Completes Right to be Forgotten and Subject access request processes
• Sends customer documentation and statements
• Adheres to all internal and industry policies and procedures so consistent and standard practice is achieved, minimising conduct risk

Required qualifications, capabilities, and skills

• Excellent organisational skills, with the ability to manage various workstreams and processes in line with different SLA's
• Excellent written and verbal communication skills.
• Highly numerate with good excel knowledge
• Resilience and flexibility in a demanding and fast paced environment
• Great attention to detail.
• Innovative approach to process improvement.
• A customer first mentality, with the ability to treat customers fairly and with care and respect in what can sometimes be challenging situations

Preferred qualifications, capabilities, and skills

• Previous experience of working in an operations or administration role
• Working knowledge of processes and procedures involved in the role
• Ability to demonstrate adherence to compliance guidelines and comply with all relevant regulatory requirements

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About Us

J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

About the Team

Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Operations teams develop and manage innovative, secure service solutions to meet clients' needs globally. Developing and using the latest technology, teams work to deliver industry-leading capabilities to our clients and customers, making it easy and convenient to do business with the firm. Teams also drive growth by refining technology-driven customer and client experiences that put users first, providing an unparalleled experience.