Lead and manage a division of the ISA Transfers team, delivering accurate ISA cash and asset transfers using Equisoft/Altus, performing verification, QC, reconciliations, banking and withdrawals. Collaborate with internal teams, drive transformation and process improvements, and support development of a geographically spread team during a period of significant change.
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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:
About UsJ.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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About the TeamOur 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.
