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Operations Administrator

About us

The Titan Group provides a broad range of services across the whole wealth value chain – from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modular, incremental services to its clients allowing them to adjust their business models as and when they choose to.  As part of this Titan is also an active acquirer of UK based asset managers and other wealth related businesses.

 

Titan Private Wealth is a well-established independent investment management business who provide portfolio management and stockbroking services to private clients.  With full in-house back office, research and support teams, Titan Private Wealth are committed to providing an exceptional level of service to our clients which is achieved by developing long-term and trusted relationships. Titan Private Wealth our investment management arm, recently rebranded from Cardale, founded in 2003 and based in Harrogate.


Within the Operations team based in Harrogate this role will support with operational administration.


Job Responsibilities
  • Day to day duties will include data input, maintaining central spreadsheets, and maintain good paperless records for audit purposes.
  • Assist with the smooth running of all aspects of the Operations process, as and when required.
  • Being the subject matter expert on Know Your Customer (KYC) and Due diligence (DD) processes and be able to train internal, and possible external staff, on these processes.
  • Maintaining up to date knowledge of company procedures and policies and completing compliance training in a timely manner.
  • Any other duties in line with the level and scope of this role. 


Job Requirements
  • Strong verbal and written communication
  • Inquisitive and a problem-solver with a keen eye for detail
  • Proven ability to work within a team and on your own.
  • Experience with Microsoft 360 advantageous.
  • Client Data or Transfer knowledge preferable but not essential.
  • Experience within the financial services sector is advantageous but not necessary. 


Our employees are talented people, distinguished by excellence.  You will be able to demonstrate a willingness to embrace the Company values of:

Professionalism - how we treat our clients and colleagues.

Trust - embrace innovation and adapt to change.

Innovation - dare to create and don't fear failure.


Terms

Competitive salary

Hybrid working

25 days annual leave + public holidays

A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.

6% employer pension contribution

Further education and training support

Discretionary performance related bonus

Confidential Employee Assistance Programme

2 days per year for voluntary work

“Salary Extras” employee discounts


The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities.

Average salary estimate

$40000 / YEARLY (est.)
min
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$30000K
$50000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Operations Administrator, Titan Wealth Holdings Limited

Are you ready to take the next step in your career? Titan Private Wealth in Harrogate is looking for an Operations Administrator to become an integral part of our dynamic operations team. At Titan, we pride ourselves on delivering exceptional portfolio management and stockbroking services while fostering long-term relationships with our clients. As an Operations Administrator, you’ll play a crucial role by engaging in vital day-to-day operations, including data input, maintaining central spreadsheets, and ensuring that all records are paperless and compliant for audit purposes. You’ll also be the go-to expert for Know Your Customer (KYC) and Due Diligence (DD) processes, providing training to both internal and external staff. With a focus on professionalism and innovation, you’ll thrive in a fast-paced environment where your problem-solving skills and attention to detail are valued. Your experience in financial services is a bonus, but what truly matters is your eagerness to learn and grow with us. Join Titan, and let's redefine wealth management together while enjoying competitive benefits like hybrid working and a supportive team atmosphere where everyone’s contribution is recognized. If you’ve got the passion for excellence and a keen interest in operations, we’d love to hear from you!

Frequently Asked Questions (FAQs) for Operations Administrator Role at Titan Wealth Holdings Limited
What does an Operations Administrator do at Titan Private Wealth?

As an Operations Administrator at Titan Private Wealth, you will oversee essential day-to-day functions, including data input and compliance with KYC and DD processes. Your role is integral to maintaining smooth operations within the company.

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What qualifications are needed to apply for the Operations Administrator position at Titan Private Wealth?

To apply for the Operations Administrator role at Titan Private Wealth, strong verbal and written communication skills, attention to detail, and experience with Microsoft 360 are preferred. Knowledge in client data management is beneficial but not required.

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What skills should I highlight when applying for the Operations Administrator position at Titan Private Wealth?

Highlight communication skills, problem-solving abilities, and experience in administrative roles. Show your readiness to embrace Titan Private Wealth’s values of professionalism, trust, and innovation.

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What is the work culture like at Titan Private Wealth for Operations Administrators?

The work culture at Titan Private Wealth emphasizes professionalism, inclusivity, and a team-oriented environment. As an Operations Administrator, you will work alongside talented colleagues who are dedicated to delivering exceptional service to our clients.

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What are the growth opportunities for Operations Administrators at Titan Private Wealth?

At Titan Private Wealth, Operations Administrators have the opportunity to grow through continuous learning and development support. Performance-related bonuses and career advancement paths are available for high-performing individuals.

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What benefits come with the Operations Administrator role at Titan Private Wealth?

Titan Private Wealth offers a competitive salary, hybrid working arrangements, 25 days of annual leave, private medical insurance, and a pension contribution, among other benefits.

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How important is financial services experience for the Operations Administrator role at Titan Private Wealth?

While previous financial services experience is advantageous for the Operations Administrator position at Titan Private Wealth, it is not a requirement. We value enthusiasm and the willingness to learn just as much.

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Common Interview Questions for Operations Administrator
What is your experience with KYC and DD processes?

In an interview, express your familiarity with KYC and DD processes clearly. Provide examples of how you've previously ensured compliance and trained others in such procedures, highlighting your attention to detail and organizational skills.

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How do you manage multiple tasks under tight deadlines?

Share a specific instance where you prioritized tasks effectively, perhaps utilizing organizational tools or techniques to ensure completion without sacrificing quality. This shows your capability to handle pressure.

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Can you give an example of a problem you solved as part of a team?

Discuss a collaborative project where your input led to a successful solution. Emphasize your communication skills and how you value team contributions in overcoming challenges.

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What strategies do you use for effective data management?

Mention specific tools or practices you employ for data management, like maintaining spreadsheets or using software. Highlight your commitment to accuracy and compliance in data handling.

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Why do you want to work at Titan Private Wealth as an Operations Administrator?

Convey your alignment with Titan Private Wealth's values and mission. Share your excitement about the company’s commitment to professionalism and innovation, and how your skills align with the role.

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How would you handle a situation where you’re asked to perform a task you haven’t done before?

Describe your approach to learning and adapting in new tasks, emphasizing your willingness to seek guidance and your proactive attitude towards gaining the necessary knowledge.

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What do you think are the crucial skills for an Operations Administrator?

Discuss skills like strong communication, problem-solving capabilities, detail orientation, and the ability to work independently as essential traits for success in the Operations Administrator role.

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How do you ensure compliance with internal policies?

Demonstrate your understanding of compliance processes and how you keep updated with company policies. State your dedication to consistently adhering to these throughout your role.

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What systems have you used for data entry and record-keeping?

Share your experience with tools such as Microsoft Office 360 or any specific data management systems, emphasizing your proficiency and how you ensure accuracy in record-keeping.

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How do you approach training others in operational processes?

Speak about your experience in training sessions, focusing on how you communicate complex information in an understandable manner. Mention your focus on creating an engaging and supportive learning environment.

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titan is a discretionary fund management / wealth and asset management business. targeting £50 billion in assets under administration over the next three to five years and assets under management of £40 billion, titan aims to bring high-quality ex...

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Full-time, hybrid
DATE POSTED
November 26, 2024

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