Operations Executive
CurrentKYC/AML investor applications and processing within strict deadlines. Onboarding and Application processing - Using Smartsearch and relevant software to assist.Adapting existing processes to create better adviser/investor journeys, including streamlining and reducing process steps within the operations process.Monitoring and updating internal CRM systems using in house software.Managing data input and integrity across all platforms.Dealing with adviser/investor queries/Liaising with third parties companies to ensure resolution within tight SLA levels.Pro-active direct contact for retaining IHT business and investments - providing relevant details of benefits - Retained c£8million IHT client money.Assisting firms/beneficiaries/executors with time frames for progress and point of contact within the company.