What are the responsibilities and job description for the Operations Associate - Account Closures & Deceased position at Account Closures & Deceased - Schroders Careers?
Operations Associate
About Benchmark
Benchmark is a leading provider of regulatory, platform, and investment services designed to support financial advisers throughout their journey. Our award-winning solutions help advisers run their businesses more efficiently, accelerate growth, and achieve their goals. We also have our own Financial Advice business, where we assist families in finding solutions to meet their needs and aspirations.
At Benchmark, we prioritize good client outcomes and treat customers fairly. We are committed to embracing and promoting our duty of care to all clients, including those who may be more vulnerable.
The Base
As an Operations Associate, you will be based at our Broadlands Business Campus near Horsham in West Sussex. Our spacious campus offers a great working environment, supported by cutting-edge software and hardware. With on-site amenities such as a restaurant, coffee shop, and gym, there are plenty of facilities to enhance your work-life balance. Additionally, we provide a regular shuttle bus to and from Horsham's main line train station for commuters.
Who We're Looking For
We are seeking self-starters and proactive problem solvers who thrive in a regulated environment to join our fast-paced Operations teams. Whether you are an experienced Financial Associate or looking to kick-start your career in financial services, we have great opportunities for you.
What You'll Do
As an Operations Associate, your responsibilities will include:
- Completing multiple processes across operations administration
- Contributing and providing feedback in team meetings
- Cross-training for multiple functions/administration processes to support different areas of the business
- Developing a good understanding of Platforms within the Financial Services market
- Following procedures and instructions to ensure good client outcomes
- Sourcing answers and thinking logically to find solutions
- Reviewing data for accuracy
- Identifying exceptions and making corrections to ensure timely and accurate completion of activities
The Knowledge, Experience, and Qualifications You Need
To excel in this role, you should have:
- 5 GCSEs, including maths and English language
- 2 A Levels or equivalent qualifications
- Willingness to learn
- Accurate with good attention to detail
- Ability to work both independently and as part of a team
- Excellent written and oral communication skills
The Knowledge, Experience, and Qualifications That Will Help
While not required, the following qualifications and experience would be beneficial:
- Experience in the Financial Services industry
- Proficiency in Microsoft Word and Microsoft Excel
What You'll Be Like
We value individuals who possess the following qualities:
- Commitment to promoting Treating Customers Fairly principles and delivering a duty of care to our clients
- Self-motivated and eager to learn
- Ability to prioritize work effectively
- Confidence to ask questions and suggest process improvements
- Positive attitude towards change
- Ability to work efficiently and accurately in a fast-paced environment
We Recognize Potential, Whoever You Are
At Benchmark, we believe that diversity of thought leads to better decision-making and improved performance. We are committed to fostering an inclusive culture and are an equal opportunities employer. Regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics, you are welcome here.