Operations Assistant - Client Admin (FTC)
Charles StanleyLondon, England, United Kingdom
Posted December 23, 2025
Full Time
About the Company
Charles Stanley & Co. Limited is one of the oldest firms on the London Stock Exchange, providing financial planning and investment management services to national charities, trusts, financial advisers, and professional institutes.
Job Description
The Operations Client Assistant plays a vital role in supporting the smooth running of client administration processes, handling operational tasks including document screening, account opening, deceased account processing, and responding to internal and external queries.
Requirements
- Previous experience in financial services, operations, or client administration (preferred)
- Strong background in administrative processes and compliance
- Experience working with investment products and account management
- Familiarity with AML and regulatory requirements
- Knowledge of GIA, ISA, OPB, and SIPP products
- Proficiency in Microsoft Word and Excel