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Hybrid Wealth Operations Administrator presso Titanwh

Titanwh · London, Regno Unito · Hybrid

Microsoft Excel

CRM

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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.

Due to this Titan Wealth is expanding rapidly through strategic acquisitions, offering a unique combination of start-up energy and the security of private equity backing. It’s an inspiring time to join the team!
 
Titan Settlement & Custody (TS&C) is a subsidiary of Titan Wealth. Titan Settlement & Custody is an FCA regulated investment firm that provides:
·         Custody services to predominantly discretionary fund managers (DFMs) and independent financial advisors (IFAs)
·         Clearing and settlement services mainly on an agency basis for its DFMs and IFAs
·         Trade execution services mainly for its DFMs, IFAs and institutional clients
·         Utilising the same core infrastructure, Titan Settlement & Custody also serves a significant number of institutional broker-dealers and institutional investor clients.

The Role 
This role is to support the Wealth Operations Team on a daily basis by assisting with the daily tasks required for the DFM and IFA client activity on the Wealth operations platform.


Job Responsibilities
  • Provide accurate and timely responses to client queries via HappyFox, email and telephone. Resolve issues when able and escalating when required.
  • Monitor and process bank account set ups, as well as ensuring payments are allocated within SLA into the platform.
  • Monitor and maintain data quality within CRM and Tercero by compiling weekly reports using excel and analysing system data, ensuring internal controls are adhered to and managed effectively.
  • Undertake various daily administrative duties, including static data amendments, processing FXs within the Wealth platform and updating client data.
  • Liaising with different counterparties to facilitate in-specie transfers of assets and cash
  • Processing of monthly, quarterly and ad hoc fees within the platform and external systems.
  • Assisting with reconciliations and trade support where required.
  • Liaising with internal departments to ensure client needs are fulfilled effectively, i.e., Risk & Compliance, Treasury, Corporate Actions & Reconciliations
  • Collaborate with Wealth operations teams and Client relationships Managers to conduct operational reviews to identify opportunities for process improvement.
  • Supporting broader Wealth Operations team with ad hoc projects.
  • Adhere to all FCA regulations including consumer duty.


    • Requirements
  • 1-2 Years experience in Wealth Management industry ideal.
  • Team player with customer focused approach and eye for detail.
  • Strong verbal and written communication skills.
  • Knowledge of inhouse systems i.e Tercero/CRM/DMS desirable.
  • Intermediate knowledge of Microsoft Excel.
  • Strong understanding of CASS 6 & CASS 7 rule & regulations.


    • 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
    - Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
    - 25 days Annual Leave + public holidays
    - Buy and sell holidays up to 5 days
    - Office Christmas close (3-days) 
    - A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
    - Hybrid working
    - Further education and training support
    - Discretionary performance related bonus
    - Confidential Employee Assistance Programme
    - 2 days per year for voluntary work
    - And lots of flexible benefits to choose from!

    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.
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