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Operations Assistant

London

ABOUT JAMES HAMBRO & PARTNERS

James Hambro & Partners is an independently owned wealth management group established in 2010 by Jamie Hambro and seasoned industry experts. The Hambro name has been closely associated with the investment world for more than 200 years. The founding of James Hambro & Partners (JH&P) in 2010 marked its return to an independently owned partnership. Led by Chairman James Hambro, we created a modern business founded on traditional values and the guiding principles of trust, integrity and service. In 2012, responding to the opportunities and challenges of RDR, we merged with Calkin Pattinson, a well-established and like-minded family-run financial advisory company, now renamed James Hambro & Company. We believe that the merged James Hambro businesses form a compelling offering, bringing together expert portfolio management and financial planning within a single focused enterprise. We look after the needs of individual private clients and their families, financial advisers, trusts, charities and not-for-profit organisations. Our business has been built on personal service, clear communication and strong investment performance. James Hambro & Partners currently has over £6 billion of assets under management. Our head office is in Pall Mall, London. We opened an office in Leeds in January 2020, an office in Edinburgh in February 2021 and an office in Bristol in May 2023.

ROLE:

Operations Assistant

LOCATION:

London

SALARY:

Competitive with an excellent benefits package

RESPONSIBILITIES:

  • Perform daily, weekly, monthly and ad hoc tasks as allocated by the Operations Supervisors, in accordance with the firm’s documented procedures, including:
    • Transitions & Corporate Actions
      • Asset transfers
      • Corporate Actions
      • Proxy voting
      • Process internal cash transactions
      • Apply inbound cash to client portfolios
      • Transaction Reporting
  • Update procedure documents when processes change
  • Handle enquiries and escalate potential issues on a timely basis
  • Manage communications with external counter parties and internal stakeholders
  • Any other task as required by the Operations Manager or Operations Supervisor

QUALIFICATIONS, SKILLS & EXPERIENCE

  • At least one year in a similar role
  • A minimum of 3 A’ Levels (Grades A-C)
  • Investment Operations Certificate, or working towards
  • Strong communication skills (written and verbal)
  • Organised, ability to manage deadlines
  • IT literate (MS Office)
  • Attention to detail

Apply now