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