Junior Operations Officer

Our client within the CSP sector, is looking to employ a Junior Operations Officer to join their growing team. Reporting to the Head of Administration, the chosen candidate will:

• Monitor the Administration Inbox continuously, ensuring all incoming emails are reviewed, assigned, and responded to promptly.
• Prioritise client requests and internal communications, escalating urgent matters as needed.
• Maintain professional tone and accuracy in all written correspondence.
• Process and log client requests in internal systems, ensuring data integrity.
• Coordinate with product providers to implement requested changes.
• Keep clients informed throughout the update process, providing clear timelines and confirmations.
• Support preparation, review, and tracking of legal and client-related documents.
• Ensure compliance with internal procedures and external deadlines.
• Update internal databases upon completion of actions and liaise with product providers to confirm fulfilment.
• Prepare comprehensive meeting packs, including agendas, presentations, and supporting documents.
• Verify that all materials are accurate, up-to-date, and uploaded to the internal systems.
• Assist in scheduling meetings and distributing relevant documentation to attendees.
• Grant, manage, and revoke secure access credentials for the Client Portal.
• Guide clients through portal navigation, troubleshoot access issues, and resolve general queries.
• Document portal-related interactions and follow up to ensure client satisfaction.
• Respond to spontaneous requests from clients and internal teams with professionalism and accuracy.
• Undertake special projects and data-gathering tasks as assigned.
• Coordinate with other departments to streamline processes and improve service delivery.

Requirements

• Excellent attention to detail and accuracy, with the ability to manage multiple tasks and prioritise effectively.
• Strong communication skills, both written and verbal, with a professional and client-focused approach.

Education and Experience

• Relevant experience in office administrative, operations, or customer service roles within the financial industry, particularly in processing client-related requests and managing client data is given preference.
• Proficient in Microsoft Office - including Word, Excel, PowerPoint, and Outlook.

Benefits

• Health Insurance
• Free Parking