Wealth Ops Coordinator — Hybrid, Growth Path

Andsimple; Greater London; Hybrid; GBP 55,000 - GBP 60,000; Full time

Job summary

A financial services firm in London is seeking an Operations Coordinator to enhance client service delivery through process management and technology coordination. This full-time role offers a hybrid working schedule and exposure to family office operations. Candidates should possess strong attention to detail, advanced proficiency in Microsoft Office, and 2-4 years of relevant experience. The position includes an annual bonus, comprehensive health insurance, and opportunities for career progression within the firm.

Benefits

Performance-based bonus

Private health insurance

Flexible working

Professional development support

Qualifications

• 2-4 years of experience in operations, administration, project coordination or related role.
• Process-oriented mindset with interest in efficiency improvement.
• Flexibility and adaptability to accommodate changing priorities.

Responsibilities

• Manage complete client onboarding process from initial paperwork through account establishment.
• Coordinate with custodians, fund administrators, transfer agents, and other service providers.
• Prepare quarterly reporting packages by generating performance reports from portfolio management system.

Skills

Advanced Microsoft Office proficiency (especially Excel)

Strong written and verbal communication skills

Meticulous attention to detail

Excellent organisational and time management skills

Problem-solving capabilities

Education

Bachelor’s degree in finance, business administration, accounting, or related field

Job description

A financial services firm in London is seeking an Operations Coordinator to enhance client service delivery through process management and technology coordination. This full-time role offers a hybrid working schedule and exposure to family office operations. Candidates should possess strong attention to detail, advanced proficiency in Microsoft Office, and 2-4 years of relevant experience. The position includes an annual bonus, comprehensive health insurance, and opportunities for career progression within the firm.