Onboarding Officer - 9 Month Fixed Term Contract

About Octopus:

At Octopus we’re transforming the industries we operate in and improving the lives of millions of people. We’ve built market-leading positions in a number of specialist sectors, including smaller company financing, renewable energy, healthcare and property finance. We employ in excess of 750 people and manage more than £12.4 billion on behalf of more than 50,000 investors. Our products don’t just help real people solve real life problems, they also make a positive impact on the world around us.

The Octopus Group incorporates Octopus Energy, Octopus Real Estate, Octopus Moneycoach, Octopus Investments, Octopus Ventures and Octopus Labs. Our aim is to have an impact in everything we do, and to make a vital contribution to the UK economy by helping people, companies and institutions generate wealth. And we’re always on the look-out for smart, talented people who share our values.

We’re looking for an Onboarding Officer to work within Operations reporting to Nicola Hardy, the Back Office Manager. You'll be overseeing the successful take-on of new clients and new investments. The team work closely with various Operations team’s, t to ensure the client experience is as smooth as possible.

Deliverables:

• Data entry for application processing
• Handling, banking cheques and processing client money
• Completing necessary investigations to ensure applications are compliant with our internal and external regulations – liaise with various stakeholders
• Daily management of own workload to ensure that both new and ongoing work items are completed in a timely manner
• Managing a busy inbox and adhoc queries from internal stakeholders
• Help with streamlining procedures and processes

If you don't have all of the below skills, don't be put off applying!

• Strong eye for detail and ability to work precisely and exactly is imperative
• Ability to prioritise and multi-task whilst working under pressure
• Hands on team player that’s also comfortable working individually
• Able to adhere to strict daily and adhoc deadlines
• Strong work ethic, comfortable working outside of regular working hours during busy periods
• Customer focused
• Strong problem solving and organisational abilities
• Excellent communication skills to deal with people at all levels
• Must be comfortable using technology and leveraging digital applications

To really stand out from the crowd, these skills will help:

• Experience with AML/KYC
• Must be curious and seek to learn and improve whilst instilling automated and digital solutions wherever appropriate

What we offer

• Anchor (our wellness hub) which includes Headspace, one to one coaching through Sanctus, Parent Cloud, Digital GP, Shout & more

Our Values

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’re committed to creating a diverse and inclusive employee experience for all. We promote 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.