Operations Administrator
About Universal Partners
Founded by two co-owners, Oliver Carson and Dhaval Patel, Universal Partners are one of the fastest growing companies within the FX sector. We are the only deliverable FX company in the UK who are achieving more than £7m Gross Profit within 5 years of being incorporated. We are now in the process of blitz scaling these numbers to over £20m within the next 24-36 months. The difference with Universal Partners is that we are not pre-built like many large organisations providing an extreme number of opportunities and growth to further your career. We are a fast-paced, fresh, and young company with lots of talent and an amazing culture leading us to national and global media recognition.
Department Overview
The Operations Department oversees all transactions being executed on behalf of clients of Universal Partners.
Job Overview
As a member of the Operations team, the Operations Administrator will have the following responsibilities.
Key Responsibilities
| – Liaise with the sales team and clients to resolve trade and settlement queries |
| – Confirm and upload new beneficiary bank details, following our internal procedures |
| – Set up multi-currency payments across a variety of providers |
| – Action FX swap drawdowns and rollovers when requested |
| – Allocate incoming client funds in a timely manner |
| – Log trades onto our internal systems before close of business each day |
| – Ensure transaction data is recorded correctly across our systems |
| – Identify and escalate any issues or queries, both internal and external |
| – Collaborate with team members, whilst sharing ideas and feedback in a drive to better themselves and the team |
Skills & Experience
| – Some experience in financial services (FX brokerage or payments) preferred |
| – Strong Maths skills |
| – Methodical with a strong attention to detail |
| – Excellent communication and customer service skills |
| – Confident communicating to clients both over the phone and on emails, |
| – Self-motivated, with the ability to work independently whilst also working well within the team. |
| – Confident using Microsoft Suite (Excel, Word, Sharepoint etc) |
| – Must have the ability to adapt to new challenges and thrive outside of their comfort zone whilst also remaining calm and focused |
| – Must be diligent, proactive, and committed |