D2C Investments Corporate Actions Operational Assistant

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D2C Investments Corporate Actions Operational Assistant

Retail & Commercial Banking

End Date

Salary Range

We support flexible working – click here for more information on flexible working options

Flexible Working Options

Job Description Summary

Job Description

• JOB TITLE:  D2C Investments Corporate Actions Operational Assistant
• SALARY: £26,200
• LOCATION(S): Leeds. Wellington Place  
• HOURS: Full time – 35 hours a week.
• WORKING PATTERN: Monday to Friday, between 8am and 5pm. You’ll be office-based during your initial training so you can get settled, build confidence and get your systems up and running. Once fully competent, hybrid working will be discussed with your Team Leader, with a typical pattern of two days in the office and three days working from home.

About this Opportunity

This is a great opportunity to join our D2C Investments Corporate Actions team, where you’ll help manage important company events from initial investigation through to completion. 

You’ll play a key role in making complex corporate information clear and easy for customers to understand, while supporting customer-facing colleagues as a trusted Corporate Actions subject matter expert. The role is varied, detail-focused and collaborative, working closely with teams such as Stock Settlements, Dealing and Transfers to support good customer outcomes and meet regulatory requirements. 

What you’ll be doing 

• Processing a range of Corporate Action events, such as consolidations, takeovers and liquidations. 

• Reviewing company information, checking key details and turning complex updates into clear customer communications. 

• Completing administrative and technical tasks accurately, within agreed procedures and regulatory requirements. 

• Supporting internal and external customers with professional, helpful written and verbal communication. 

• Working closely with colleagues across different teams to share information and support informed decisions. 

• Using systems and tools to process work at pace while maintaining strong attention to detail. 

• Spotting opportunities to improve processes, procedures and ways of working. 

Why Lloyds Banking Group

From building a truly sustainable business to creating a place where people love to work, we need colleagues who are up for the challenge of our bold ambitions. Who are excited to push boundaries and make change happen. Together, we can grow with purpose

What you’ll need

• 1 years’ experience in Financial Services preferably Stock Broking.
• A positive, customer-focused approach. 

• Good judgement and confidence making decisions that support the right customer outcomes. 

• Clear communication skills, with the ability to write factual information in a structured and easy-to-understand way. 

• Strong attention to detail and a willingness to work with technical information. 

• Confidence using IT systems, software applications and Excel. 

• Basic numeracy skills to support customer queries and processing activity. 

• The ability to work well both independently and as part of a team. 

• A curious mindset and willingness to keep learning. 

We know that great talent comes from many backgrounds. Whilst this advert may reference specific years of experience, we recognise that skills are developed in many ways, so if you have relevant, transferable experience, we encourage you to apply. 

 About working for us

Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.

We want our people to feel that they belong and can be their best, regardless of background, identity or culture.

We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative.

And it’s why we especially welcome applications from under-represented groups.

We’re disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.

We also offer a wide-ranging benefits package, which includes

• A generous pension contribution of up to 15%

• An annual performance-related bonus

• Share schemes including free shares

• Benefits you can adapt to your lifestyle, such as discounted shopping

• 22 days’ holiday, with bank holidays on top

• A range of wellbeing initiatives and generous parental leave policies

If you’re excited by the thought of becoming part of our team, get in touch.

We’d love to hear from you.

(Please note our roles can generate a considerable amount of interest and close early so don't miss out on this opportunity to apply today.)

At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.

We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks.  We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. 

We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.