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.
Job Responsibilities:
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.
Required Qualifications, Capabilities and Skills:
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.
Skills Required
- Experience with ISA cash and asset transfers, ideally using the Equisoft or Altus 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
- Proficiency in MS Office, especially Excel
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
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