Join Nutmeg, Europe's leading Digital Wealth Manager, as we ethically disrupt the UK financial services market. With over £5 billion in Assets Under Management and 230,000+ global investors, we operate with the agility of a start-up within a leading financial institution. As part of the J.P. Morgan family, we complement Chase’s digital bank in the UK, focusing on customer-centric investments and digital wealth management. Be part of a team that empowers customers to maximize their money through innovative solutions and dedicated support.
As an Ops Admin Specialist in the Operations team, you will provide essential administrative support, ensuring tasks are completed within set timeframes and compliance frameworks. You will collaborate with us to manage processes, assist in complex cases, and ensure timely customer responses. This role offers the opportunity to contribute to process improvements and work closely with internal stakeholders.
Job Responsibilities
- Complete daily on-boarding AML checks and associated processes.
- Manage the end-to-end change of bank details process.
- Assist in handling deceased cases and associated processes.
- Process JIRA tickets, liaising with stakeholders and providing customer updates.
- Manage an admin-related inbox and work queues for timely case responses.
- Apply special fees and promotional rates.
- Complete the end-to-end LISA withdrawal for house purchase process.
- Assist in LISA failure cases, escalating to Compliance when necessary.
- Report LISA penalty charges to HMRC.
- Send customer documentation and statements.
- Handle ad-hoc requests from Compliance and Operations teams.
- Adhere to internal and industry policies to ensure consistent practices.
Required Qualifications, Capabilities, and Skills
- Excellent organizational skills to manage various workstreams and processes.
- Strong written and verbal communication skills.
- Highly numerate with proficiency in Excel.
- Resilience and flexibility in a demanding environment.
- Great attention to detail.
- Innovative approach to process improvement.
- Customer-first mentality, treating customers fairly and with respect.
Preferred Qualifications, Capabilities, and Skills
- Previous experience in an operations or administration role.
- Working knowledge of relevant processes and procedures.
- Ability to adhere to compliance guidelines and regulatory requirements