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ISA Transfers Analyst

JPMorgan Chase & Co., City of Westminster

ISA Transfers Analyst

Salary not available. View on company website.

JPMorgan Chase & Co., City of Westminster

  • Full time
  • Permanent
  • Onsite working

Posted today, 14 Nov | Get your application in now to be one of the first to apply.

Closing date: Closing date not specified

Job ref: 1ce7434d0c374df6a0c1aa68bf05330e

Location ref: City of Westminster

Full Job Description

  • Lead, manage and empower a division of the ISA Transfers team reporting to the Team Manager.
  • Deliver accurate and timely cash ISA transfers in and out of the bank using the Equisoft platform.
  • Ensure timely banking and withdrawals.
  • Conduct instruction verification, QC and reconciliations.
  • Collaborate with internal teams to resolve operational issues often under pressure.
  • Lead transformation processes.
  • Identify, resource and deliver process improvement.
  • Effectively manage a geographically spread team and support their career development.

    JP Morgan Personal Investing is looking for an experienced and motivated ISA Operations Associate to lead a division of the ISA Transfers team. You will have demonstrable experience with ISA transfers ideally using the Equisoft / Altus platform, a desire for continuous improvement and some experience of team management or supervision. The role requires a comprehensive understanding of the cash and asset Transfer process for ISA, JISA, LISA and GIA, and includes oversight of LISA House Purchase. An eye for detail is essential as is the will to succeed as you will be joining part-way through a period of significant change. This is a demanding but rewarding role with significant opportunity for growth., Experience with ISA cash and asset transfers ideally using the Equisoft platform.
  • Familiarity with Salesforce or similar CRM.
  • Initial managerial or supervisory experience.
  • Excellent organisational skills to manage and prioritise workload.
  • Strong communication and stakeholder management skills.
  • Curiosity and a will to succeed.
  • Ability to work in the office on a full-time basis.
    • Preferred Qualifications, Capabilities and Skills:
  • Proficiency in MS office especially Excel.

    J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives., Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we're setting our businesses, clients, customers and employees up for success.

Direct job link

https://www.jobs24.co.uk/job/isa-transfers-analyst-127748273
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