Apprentice Business Administrator Opportunity with True Potential LLP in Newcastle #CreateYourFuture Opportunity

Key Accountabilities:

• Provide operations administration knowledge within the department
• Provide operations support for TPI advisers/clients and colleagues within TPI
• Adhering to best practice procedures in all aspects of investment operations related tasks as defined by the firm
• Provide prompt, efficient, and accurate knowledge/support within all adviser/ client service area
• Monitoring on going procedural developments and implementing changes to procedures where required
• Ensuring standards documentation is scheme specific and incorporating then into existing procedures
• To assist with providing regulatory & compliance information as and when required
• To identify and assist in the development of team improvements within Operations
• To assist in ensuring all compliance aspects of the department are met as and when required
• To assist in ensuring that both service & quality targets are met within the business line to make certain that excellent customer service is provided/maintained by the operations team
• Pro-actively liaise with The Management Team as required
• Being able to work as part of a team, or independently

Duties and Responsibilities:

• Processing withdrawal requests within SLA
• Update clients investment strategies within SLA
• Maintenance/creation/closing of account/client records
• Provision of technical information both verbally and in writing around respective processes
• Completing updates to the database to ensure that records are accurately maintained
• Provide general support and oversight within the Operations team
• Proactively promote the use of agreed procedures / training notes throughout the team
• Dealing confidently with member enquiries by email, and letter
• Dealing with queries received into the team
• Take ownership of problems / issues and see through to the end doing whatever research is deemed necessary
• Liaising with other teams within TPI and the wider business to maintain standards
• Participate in daily/weekly/Monthly meetings
• To undertake any additional tasks that could be reasonably expected of a senior administrator when required. This could include stepping in to process daily tasks, assisting managers

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