operations administrator
Responsibility
- everyone who works at Triple Point stands for these things too, and we're empowered to help the company succeed
- as a result, we build stronger relationships with our partners, produce smarter solutions, and generate better results
- and to do that, we need people who look laterally
Show more +16 - people who practice active listening, ask questions that propel us forward, and seek out experiences that broaden our collective perspective
- people who are curious and active - so they can unearth new opportunities and deliver meaningful results
- key Responsibilities
- our business is built on finding unrecognised signals, and coming up with new combinations to serve our clients, society, and each other
- application Processing
- entering applications on to the CRM system
- checking and confirming online applications
- there are 230 of us at Triple Point. Engineers rub shoulders with lawyers, and accountants work alongside investment professionals. It's important to us everyone's voices are heard, and that everyone can contribute to decision-making
- sending receipt of application and allotment correspondence to investors & advisers
- triple Point stands for something: for making a difference to communities through purpose-driven investments, and for generating long-term, sustainable profit for investors
- we trust each other and we take care of each other. We promote mental, physical and financial wellbeing so our people can work mindfully then step away to recharge
- following up outstanding items and responding to queries
- assisting with any area of the team's role as and when required
- liaising with the sales team regarding application status'
- providing application MI to the sales team
- creating and producing reports
Requirements
- experience of carrying out large scale data entry
- experience of client onboarding function
- knowledge of the financial services industry
Show more +3 - knowledge of Anti-Financial Crime and Anti Money Laundering regulations/procedures
- triple Point is dedicated to providing fair and equal opportunities for all individuals, including both current and potential employees
- alongside our wellbeing initiatives, the successful applicant can expect, a very competitive salary, support in the attainment of professional qualifications, 28 days holiday, PMI, pension plan and a generous bonus scheme
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