Operations Specialist

Quilter

London, United Kingdom
On-site
Processing internal transfers
Maintaining portfolio costs
Administration of probate/tax valuations
The Valuations Admin team is responsible for valuation and tax reporting, stock file and pricing, performance queries, probate service, Capital Gains Tax administration, internal transfers, and regulatory disclosures reporting

Job Summary

  • The Valuations Admin team is responsible for valuation and tax reporting, stock file and pricing, performance queries, probate service, Capital Gains Tax administration, internal transfers, and regulatory disclosures reporting.
  • Key responsibilities include processing internal transfers, maintaining portfolio costs for accurate Capital Gains Tax calculations, and administering Probate/Tax valuations.
  • The company offers a comprehensive benefits package including holiday, incentive scheme, pension, private medical insurance, life assurance, and income protection.

Matching Summary

The Valuations Admin team is responsible for valuation and tax reporting, stock file and pricing, performance queries, probate service, Capital Gains Tax administration, internal transfers, and regulatory disclosures reporting.

Skills & Requirements

Must-have

  • Processing internal transfers
  • Maintaining portfolio costs
  • Administration of Probate/Tax valuations
  • Investigate and resolve queries
  • Update portfolios for deceased clients
  • Monitor and update securities pricing
  • Securities file maintenance

Nice-to-have

  • Attention to detail
  • Communicate clearly and listen effectively
  • Effectively balance priorities
  • Demonstrate flexibility
  • Able to use initiative

Key Requirements

  • Previous experience in an operational role
  • Experience of Figaro systems
  • Act with integrity, due skill, care and diligence

Work Rights

Not specified

Tailored Resume

Cover Letter