Operations Relationship Administrator

We're now recruiting an Operations Relationship Administrator to work with the Operations Relationship Manager to:Manageour relationships with fund managers and transfer agentswith a view to securing access to the cheapest share-classes for our customers.Ensure the integrity of data for funds within our universe and liaise with Fund Managers and Data Suppliers to resolve missing data issues; especially if related to target market, appropriateness and the Consumer Duty regulation.Be a point of contact for fund providers and deal with queries as necessary.Produce and develop MI to fund managers as and when required.Assist in managing relationships with our Operational 3rd party suppliersCollate agenda items from operational teams for service reviews with our 3rd party suppliersRecord minutes and actions followingservice reviews with our 3rd party suppliersAssist in preparing the reporting pack for the monthly 3rd party resilience forumTrack our supplier invoice spend against budgetAssist in budget planning for our 3rd party supplier costsManaging our 3rd party supplier contract expiry and renewal processAbout you:Educated to A Level or equivalent.Previous office administration/support experienceCustomer service skills (phone, written and face to face)Very good standard of written and spoken EnglishAbility to maintain confidentiality at all times and calm under pressureGood planning and organisation skills to meet deadlinesAbility to prioritiseExcellent communication skills and relationship managementExcellent IT skills, including Word, Excel, PowerPoint and OutlookPro-active, self-motivated and able to use initiativeWilling to learnStrong attention to detailExcellent planning/organisational skillsFlexible and adaptable, co-operative and supportive team playerAccustomed to working in a fast-paced and deadline driven environmentAbout us:Established in 1995, AJ Bell is one of the largest investment platforms in the UK, operating at scale in both the advised and direct-to-consumer markets. Our purpose is to help people invest by providing them with easy access to Pensions, ISAs and General investment accounts, great customer service and competitive charges. Our two core platform propositions are AJ Bell in the D2C market and AJ Bell Investcentre in the advised market, which both provide access to a broad investment range including shares and other instruments traded on the major stock exchanges around the world, as well as all mainstream collective investments available in the UK and our own range of AJ Bell funds. In the D2C market we also offer Dodl by AJ Bell, a low-cost investment app with a simplified investment range that makes it easier for customers to choose investments and buy and sell them without paying any commission. For D2C cash savers we offer a Cash savings hub which provides access to a range of competitive savings accounts to help people manage their long-term cash deposits. AJ Bell is headquartered in Manchester, UK, with offices in London and Bristol.We are a small, close-knit team currently consisting of 1 manager and 1 administrator. We are part of the larger dealing department which consists of approximately 12 staff.What we offer:Generous holiday allowance of 25 days, increasing up to 30 days with service, plus bank holidaysCasual dress codeDiscretionary bi-annual bonusContributory pension schemeBuy as you earn share schemeEnhanced maternity/paternity scheme from day oneBike loanSeason ticket loan portalDiscounted PMI and DentalFree gym membershipFree social events and moreAJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work.We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
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