Operations Administrator

Operations Administrator @ My Money Matters

Remote-first (UK only) — applicants must be based in the UK

We're My Money Matters – on a mission to make everyone feel confident and in control of their finances so they can achieve their life goals faster.

Most people feel out of their depth with money. We solve this through expert financial guidance, smart goal-planning tools, and exclusive products – helping people save for a first home, boost their pension, or plan for retirement.

We're already a trusted partner to major employers like the NHS, and we're scaling fast.

The role

To ensure the connection between what we promise our customers and how we deliver it. This role ensures all operational steps, from sales handover to customer setup through to billing work together flawlessly. By supporting the people and processes that make our service possible, this position plays a vital role in keeping the business running and enabling sustainable growth. Your core responsibilities are:

Support the Onboarding Team to onboard new customers (“Partners”).

• Facilitate onboarding new Members

• Reporting and managing Partner and employees of Partners (“Members”) queries

• Liaising with Pension Providers to address or resolve issues for our Partners or Members.

• Developing and maintaining relationships with Partners and Pension Providers

• Monitor and report to Partners on Performance and on their Payroll changes and analytical requests as and when required.

• Developing and maintaining the administration processes and proactively suggest and introduce improvements to ensure efficiencies.

The right person

• Excellent written and verbal communication skills.
• Strong team player with a willingness to collaborate to achieve solutions.
• Ability to prepare and format reports, daily records and process data.
• Organised with a high attention to detail. Self-motivated and ability to prioritise busy workload in a fast-paced environment.
• Flexible and willing to develop skills across different operational activities.
• Competent computer skills including MS Office: Word, Excel, PowerPoint and Outlook.
• Excited to learn about and implement automations of existing workflows and new ways of doing existing processes