Job was saved successfully.
Job was removed from Saved Jobs.

Job Details


Onboarding Operations Officer - 6 month FTC (2813145931)

Accounting 會計



GCSE/Scottish Standard Grades A-Level PhD 博士 Postgraduate or above 碩士或以上 Undergraduate or above 學士或以上 Intermediate apprenticeship 學徒

PSW Apprenticeship 學徒 華語工作 Contract 合同制 Full-Time 全職 Internship 實習 Part-Time 兼職


London, London, United Kingdom

Company Description Octopus is a group of innovative, entrepreneurial businesses investing in the people, ideas and industries that will help to change the world. We are experts in financial services and energy, and we’re also a certified B Corp, meaning we care as much about the impact of our investments as the returns they generate. Today we manage more than £10.6 billion on behalf of retail and institutional investors. Our energy supply business is one of the fastest growing companies in the UK, reaching 2 million customers in just five years, and is the only supplier to be recommended by Which? four years in a row. Octopus Energy, Octopus Giving, Octopus Moneycoach, Octopus Investments, Octopus Renewables, Octopus Real Estate, Octopus Ventures, Octopus Wealth and Seccl Technology are all part of Octopus Group. Visit Funds Under Management data includes undrawn commitments, funds under advisory mandates, funds monitored and the Octopus Cash service as of 30th June 2021 Job Description About the role The Operations Onboarding team is positioned within Octopus Investments’ Operations team, overseeing the successful take-on of new clients and new investments. The team work closely with various Operations team’s and the Sales and Customer team to ensure the client experience is as smooth as possible. A range of regulatory requirements must be adhered to, as well as identifying opportunities to streamline the onboarding process and enhance current technology, in order to effectively manage stakeholder expectations. Essential Job Functions Application processing Setting up clients Completing necessary investigation to ensure applications are compliant with our internal and external regulations Handling and banking cheques Compliance with FCA requirements and rules (Client Money, Systems and Controls, COBS) Investigating and resolving reconciliation breaks Communication with internal stakeholders – Sales, Marketing, IT, Compliance etc Communication with external third parties Gives valuable feedback and is open to receiving feedback on a regular basis Daily management of own workload to ensure that both new and ongoing work items are completed in a timely manner Managing a busy email inbox Quality checking work of colleagues Help with streamlining procedures and processes Adhoc system testing Qualifications Previous financial services experience Strong eye for detail and ability to work precisely and exactly is imperative Ability to prioritise and multi-task whilst working under pressure Excellent communication skills – ability to manage senior stakeholders within the business Proven problem solving ability Hands on team player that’s also comfortable working individually Comfortable working to strict deadlines and delivering on specific time constrained mandates Strong work-ethic, comfortable working outside of regular working hours during busy times Customer focused Must be curious and seek to instil automated and digital solutions wherever appropriate Additional Information Our Values and DNA And While These Are The Principles That Guide Us As An Organisation, Our DNA Goes Even Further, By Revealing Our Inner Strengths At Octopus we don't just focus on what we do but also how we do it. Everyone shares our values of being straightforward, helpful and bold. We are loyal: we fully buy-in to the company's vision and believe in everything that Octopus stands for. We are respectful: we live and breathe the Octopus values of being helpful, straightforward and bold. We are resilient: we have an inner strength that means we never give in. We are intellectually curious: we seek to understand how the world works and were always learning, adapting and improving. We understand who our customers are: and because we know them really well, we always give them our very best. What We Offer We’ve built an exciting and inclusive high-performance culture where employees feel empowered. All our employees are given the opportunity to develop new skills, aim higher and accelerate their careers. We strongly believe in supporting our employees to bring their best, authentic self to work. We’ve worked hard to ensure our benefits offering has been designed to motivate through ownership and to offer support for you, and your family, through many different services. We’re constantly reviewing and enhancing what we have on offer but here’s a brief overview, and there’s heaps more too: A really valuable share ownership scheme, competitive salary and discretionary bonus, an openness to flexible working, Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Shout & much more, a take what you need holiday policy, enhanced family leave policies, pension, life assurance and healthcare. We also focus our efforts on Octopus Giving, our charitable foundation dedicated to helping charities which are making the world a better place and on Octopus Springboard where we help our employees become fully-fledged entrepreneurs. We recognise that over the last 18 months the way people work has changed, we’re a business whose fantastic culture has been built on face-to-face interactions with our customers and of course each other. At our heart we’re a sociable business and we’re keen to maintain this moving forward but also appreciate the benefits working from home can bring to our life and work productivity. Our teams are coming back into the office 3 days a week, however we’re allowing teams the freedom to make this work best for them and for our business. We also recently introduced a policy which allows our employees to work overseas for up to a month per year, usually in the summer months. We’re committed to creating a diverse and inclusive employee experience for all. We’re committed to promoting equal opportunities for growth and development regardless of race, gender, religion, sexual orientation, age, disability, or socio-economic background. We believe strongly that teams are at their best when every member of the team feels safe to bring their whole self to work.