Operations Assistant

Job Ref: 170050
Sectors: Apprenticeships Administrators Receptionists Customer Service Personal/Executive Assistants Secretaries Human Resources
Job Type: Temporary
Date Added: 06 February 2020
  • Sheffield, South Yorkshire, England Sheffield South Yorkshire S1 2GT
  • £19,000 - £21,000 per Annum
  • Tate
  • 0161 828 5402
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Job title - Operations Assistant

Hours - Monday - Friday, 9.00 - 5.30

Our client, a well known wealth management firm, are looking for an Operations Assistant to providing back office support for the financial planners and para-planners, your focus will be assisting the team in production of MI to support the business.


  • Working closely with other members of the Operations team to assist with providing technical support for our colleagues on all back office systems
  • Monitoring requests that are sent to the team in-box and ensuring they are dealt with
  • Using Excel and other packages to produce MI reports for the business
  • Liaising with third party providers to resolve issues
  • Ad hoc tasks as and when required by the business

What you will need

  • Excellent oral and written communication skills
  • Advanced Excel and data analysis skills
  • Excellent attention to detail
  • A keen interest to work in software solutions
  • The ability to check own work to ensure accuracy
  • You will be a self-starter and able to manage own time effectively
  • You have will the ability to follow processes and procedures as laid down by the Firm
  • You will be proactive with own development and ask for training where needed
  • You will adhere to the Financial Conduct Authorities requirements of Treating Customers Fairly (TCF).

Education, Experience, Qualifications:

  • Minimum of 7 GCSEs grade A*-C including Maths and English
  • A level Maths
  • Degree in Maths or scientific field desirable but not essential

The client will consider recent graduates who have an interest in pursuing a career in operations!

If this is something you are intersted please feel free to call me on 0161 828 5400 -

Tate is acting as an Employment Business in relation to this vacancy.

07/03/2020 11:40:54
GBP 19000.00 19000.00