Operations Administrator – Client Admin
- London
- Contract
- Full-time
- Review and screen Anti-Money Laundering (AML) documentation for various account types (GIA, ISAs, Pensions, OPBs, Trusts, etc.)
- Validate documents such as cheques and W-8 forms
- Open new client accounts and monitor pending applications
- Respond to internal and external onboarding queries within agreed service levels
- Manage deceased accounts, including probate valuation requests
- Process account closures and calculate applicable fees
- Allocate and track W-8 forms, ensuring expired documentation is updated
- Conduct periodic reviews of provider signatory lists
- Perform static data amendments and client/provider payments
- Handle ISA subscriptions, internal journals, and regular payment setups
- Apply ad hoc charges (e.g., custody, adviser, management, valuation fees)
- Resolve client administration queries promptly and professionally
- Maintain accurate records and controls
- Monitor group mailbox and workflow to meet service standards
- Review and update departmental procedure manuals
- Stay informed on regulatory and industry developments
- Support office transitions and participate in ad hoc projects
- Solid understanding of retail financial services, investment management, or stockbroking operations
- Experience with manual processing and AML/KYC requirements
- Familiarity with GIA, ISA, OPB, and SIPP products
- Proficiency in Microsoft Word and Excel; industry exams are a plus
- Committed to delivering exceptional client service
- Hands-on approach with a willingness to learn and grow
- Strong team player with the ability to work independently
- Positive, solutions-focused mindset
- Excellent communication and interpersonal skills
- Organised, detail-oriented, and able to manage multiple tasks under pressure